--- date: 2026-11-04 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-11-04 图片预览 > 图片以较大宽度嵌入，打开本页即可连续浏览；需要原图时点击图片链接或本地资源链接。 ## 001. 5121821442481124 - 所属主题：[[topics/028|#电报解读 #碳中和]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454244421421) - 本地资源：[[assets/images/261104_2228__电报解读 _碳中和__5121821442481124.jpg|5121821442481124]] ![[assets/images/261104_2228__电报解读 _碳中和__5121821442481124.jpg|1200]] ## 002. 1525825112185282 - 所属主题：[[topics/029|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424544458524) - 本地资源：[[assets/images/261104_2228__早知道__1525825112185282.jpg|1525825112185282]] ![[assets/images/261104_2228__早知道__1525825112185282.jpg|1200]] ## 003. 2858158445415151 - 所属主题：[[topics/030|#机构调研 #索辰科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454244421821) - 本地资源：[[assets/images/261104_2228__机构调研 _索辰科技__2858158445415151.jpg|2858158445415151]] ![[assets/images/261104_2228__机构调研 _索辰科技__2858158445415151.jpg|1200]] ## 004. 4848148224221128 - 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所属主题：[[topics/120|#反指]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121448115842) - 本地资源：[[assets/images/261104_2031__反指__8858158424525152.jpg|8858158424525152]] ![[assets/images/261104_2031__反指__8858158424525152.jpg|1200]] ## 037. 8858158424525842 - 所属主题：[[topics/124|📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热潮无法盈利。 ✅但野村的观点则截然不同： 💡人工智能基础设施]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242551224528) - 本地资源：[[assets/images/261104_2031_📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热__8858158424525842.jpg|8858158424525842]] ![[assets/images/261104_2031_📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热__8858158424525842.jpg|1200]] ## 038. 5121821454252544 - 所属主题：[[topics/124|📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热潮无法盈利。 ✅但野村的观点则截然不同： 💡人工智能基础设施]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242551224528) - 本地资源：[[assets/images/261104_2031_📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热__5121821454252544.jpg|5121821454252544]] ![[assets/images/261104_2031_📑 🤔大型科技公司正在投入数千亿美元建设人工智能基础设施。自由现金流正面临压力。投资者担心人工智能热__5121821454252544.jpg|1200]] ## 039. 4848148252454858 - 所属主题：[[topics/131|#IDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424558458584) - 本地资源：[[assets/images/261104_2030__IDC__4848148252454858.jpg|4848148252454858]] ![[assets/images/261104_2030__IDC__4848148252454858.jpg|1200]] ## 040. 4848148252454848 - 所属主题：[[topics/133|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454221424212) - 本地资源：[[assets/images/261104_2030__科技__4848148252454848.jpg|4848148252454848]] ![[assets/images/261104_2030__科技__4848148252454848.jpg|1200]] ## 041. 2858158424525581 - 所属主题：[[topics/135|#开源 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121448141512) - 本地资源：[[assets/images/261104_2030__开源 _半导体__2858158424525581.jpg|2858158424525581]] ![[assets/images/261104_2030__开源 _半导体__2858158424525581.jpg|1200]] ## 042. 8858158424584412 - 所属主题：[[topics/140|#招商 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121448145482) - 本地资源：[[assets/images/261104_2029__招商 _策略__8858158424584412.jpg|8858158424584412]] ![[assets/images/261104_2029__招商 _策略__8858158424584412.jpg|1200]] ## 043. 1525825141251142 - 所属主题：[[topics/143|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121448145542) - 本地资源：[[assets/images/261104_2029__ETF__1525825141251142.jpg|1525825141251142]] ![[assets/images/261104_2029__ETF__1525825141251142.jpg|1200]] ## 044. 2858158424582111 - 所属主题：[[topics/154|#高盛 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242551281458) - 本地资源：[[assets/images/261104_2027__高盛 _市场__2858158424582111.jpg|2858158424582111]] ![[assets/images/261104_2027__高盛 _市场__2858158424582111.jpg|1200]] ## 045. 2858158424582121 - 所属主题：[[topics/157|#高盛 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424558414824) - 本地资源：[[assets/images/261104_2027__高盛 _市场__2858158424582121.jpg|2858158424582121]] ![[assets/images/261104_2027__高盛 _市场__2858158424582121.jpg|1200]] ## 046. 2858158284281511 - 所属主题：[[topics/168|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424511181154) - 本地资源：[[assets/images/261104_1456__Anthropic__2858158284281511.jpg|2858158284281511]] ![[assets/images/261104_1456__Anthropic__2858158284281511.jpg|1200]] ## 047. 8858158284885122 - 所属主题：[[topics/185|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121455222512) - 本地资源：[[assets/images/261104_1435__市场__8858158284885122.jpg|8858158284885122]] ![[assets/images/261104_1435__市场__8858158284885122.jpg|1200]] ## 048. 5121821514112414 - 所属主题：[[topics/186|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454285128411) - 本地资源：[[assets/images/261104_1434__小洪__5121821514112414.jpg|5121821514112414]] ![[assets/images/261104_1434__小洪__5121821514112414.jpg|1200]] ## 049. 5121821514112444 - 所属主题：[[topics/186|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454285128411) - 本地资源：[[assets/images/261104_1434__小洪__5121821514112444.jpg|5121821514112444]] ![[assets/images/261104_1434__小洪__5121821514112444.jpg|1200]] ## 050. 4848148582884218 - 所属主题：[[topics/186|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454285128411) - 本地资源：[[assets/images/261104_1434__小洪__4848148582884218.jpg|4848148582884218]] ![[assets/images/261104_1434__小洪__4848148582884218.jpg|1200]] ## 051. 8858158284548152 - 所属主题：[[topics/191|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454285244442) - 本地资源：[[assets/images/261104_1418__美国 _大选__8858158284548152.jpg|8858158284548152]] ![[assets/images/261104_1418__美国 _大选__8858158284548152.jpg|1200]] ## 052. 1525825451215512 - 所属主题：[[topics/192|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454285244841) - 本地资源：[[assets/images/261104_1418__美国__1525825451215512.jpg|1525825451215512]] ![[assets/images/261104_1418__美国__1525825451215512.jpg|1200]] ## 053. 8858158284545822 - 所属主题：[[topics/193|#甲骨文 #腾讯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454285244542) - 本地资源：[[assets/images/261104_1418__甲骨文 _腾讯__8858158284545822.jpg|8858158284545822]] ![[assets/images/261104_1418__甲骨文 _腾讯__8858158284545822.jpg|1200]] ## 054. 2858158284555421 - 所属主题：[[topics/194|#美国 #大选 #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121452415852) - 本地资源：[[assets/images/261104_1417__美国 _大选 _科技__2858158284555421.jpg|2858158284555421]] ![[assets/images/261104_1417__美国 _大选 _科技__2858158284555421.jpg|1200]] ## 055. 5121821515888824 - 所属主题：[[topics/195|【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民主党也没有足够多的席位来推翻总统否决权（veto-proof]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242584528458) - 本地资源：[[assets/images/261104_1417_【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民__5121821515888824.jpg|5121821515888824]] ![[assets/images/261104_1417_【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民__5121821515888824.jpg|1200]] ## 056. 4848148582444458 - 所属主题：[[topics/195|【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民主党也没有足够多的席位来推翻总统否决权（veto-proof]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242584528458) - 本地资源：[[assets/images/261104_1417_【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民__4848148582444458.jpg|4848148582444458]] ![[assets/images/261104_1417_【1】市场此前担心（民主党胜选后）会因监管收紧而抛售AI股票，但特朗普不会签署限制AI的法案，而且民__4848148582444458.jpg|1200]] ## 057. 8858158282181842 - 所属主题：[[topics/221|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454285558511) - 本地资源：[[assets/images/261104_1356__小光__8858158282181842.jpg|8858158282181842]] ![[assets/images/261104_1356__小光__8858158282181842.jpg|1200]] ## 058. 5121821515512454 - 所属主题：[[topics/225|民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC/PTC税收抵免延到2032，户用、地面电站、储能一起补；曾推“]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454252225512) - 本地资源：[[assets/images/261104_1322_民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC P__5121821515512454.jpg|5121821515512454]] ![[assets/images/261104_1322_民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC P__5121821515512454.jpg|1200]] ## 059. 8858158282285412 - 所属主题：[[topics/225|民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC/PTC税收抵免延到2032，户用、地面电站、储能一起补；曾推“]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454252225512) - 本地资源：[[assets/images/261104_1322_民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC P__8858158282285412.jpg|8858158282285412]] ![[assets/images/261104_1322_民主党长期亲光伏（气候议程、IRA补贴、本土制造） 一、核心立场 要补贴：IRA时期把光伏ITC P__8858158282285412.jpg|1200]] ## 060. 4848148585584528 - 所属主题：[[topics/226|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424525518484) - 本地资源：[[assets/images/261104_1322__半导体__4848148585584528.jpg|4848148585584528]] ![[assets/images/261104_1322__半导体__4848148585584528.jpg|1200]] ## 061. 1525825454452452 - 所属主题：[[topics/227|#TSL #SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121424451842) - 本地资源：[[assets/images/261104_1321__TSL _SpaceX__1525825454452452.jpg|1525825454452452]] ![[assets/images/261104_1321__TSL _SpaceX__1525825454452452.jpg|1200]] ## 062. 4848148585584418 - 所属主题：[[topics/228|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545582188) - 本地资源：[[assets/images/261104_1321__美国 _大选__4848148585584418.jpg|4848148585584418]] ![[assets/images/261104_1321__美国 _大选__4848148585584418.jpg|1200]] ## 063. 5121821515512284 - 所属主题：[[topics/228|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545582188) - 本地资源：[[assets/images/261104_1321__美国 _大选__5121821515512284.jpg|5121821515512284]] ![[assets/images/261104_1321__美国 _大选__5121821515512284.jpg|1200]] ## 064. 2858158282285881 - 所属主题：[[topics/228|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545582188) - 本地资源：[[assets/images/261104_1321__美国 _大选__2858158282285881.jpg|2858158282285881]] ![[assets/images/261104_1321__美国 _大选__2858158282285881.jpg|1200]] ## 065. 5121821515512154 - 所属主题：[[topics/228|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545582188) - 本地资源：[[assets/images/261104_1321__美国 _大选__5121821515512154.jpg|5121821515512154]] ![[assets/images/261104_1321__美国 _大选__5121821515512154.jpg|1200]] ## 066. 4848148585584828 - 所属主题：[[topics/228|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545582188) - 本地资源：[[assets/images/261104_1321__美国 _大选__4848148585584828.jpg|4848148585584828]] ![[assets/images/261104_1321__美国 _大选__4848148585584828.jpg|1200]] ## 067. 4848148585541888 - 所属主题：[[topics/232|#招商 #美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545585258) - 本地资源：[[assets/images/261104_1320__招商 _美国 _大选__4848148585541888.jpg|4848148585541888]] ![[assets/images/261104_1320__招商 _美国 _大选__4848148585541888.jpg|1200]] ## 068. 8858158282251552 - 所属主题：[[topics/236|#小米机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545588548) - 本地资源：[[assets/images/261104_1320__小米机器人__8858158282251552.jpg|8858158282251552]] ![[assets/images/261104_1320__小米机器人__8858158282251552.jpg|1200]] ## 069. 2858158282254111 - 所属主题：[[topics/238|#休闲食品]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545588418) - 本地资源：[[assets/images/261104_1319__休闲食品__2858158282254111.jpg|2858158282254111]] ![[assets/images/261104_1319__休闲食品__2858158282254111.jpg|1200]] ## 070. 5121821515524854 - 所属主题：[[topics/241|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424525512844) - 本地资源：[[assets/images/261104_1319__美国 _大选__5121821515524854.jpg|5121821515524854]] ![[assets/images/261104_1319__美国 _大选__5121821515524854.jpg|1200]] ## 071. 5121821515524414 - 所属主题：[[topics/245|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454252251221) - 本地资源：[[assets/images/261104_1318__AI__5121821515524414.jpg|5121821515524414]] ![[assets/images/261104_1318__AI__5121821515524414.jpg|1200]] ## 072. 8858158282254222 - 所属主题：[[topics/249|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545542188) - 本地资源：[[assets/images/261104_1317__市场__8858158282254222.jpg|8858158282254222]] ![[assets/images/261104_1317__市场__8858158282254222.jpg|1200]] ## 073. 2858158282254811 - 所属主题：[[topics/252|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545542248) - 本地资源：[[assets/images/261104_1317__美股__2858158282254811.jpg|2858158282254811]] ![[assets/images/261104_1317__美股__2858158282254811.jpg|1200]] ## 074. 4848148585545458 - 所属主题：[[topics/258|#高盛 #港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121424425112) - 本地资源：[[assets/images/261104_1316__高盛 _港股__4848148585545458.jpg|4848148585545458]] ![[assets/images/261104_1316__高盛 _港股__4848148585545458.jpg|1200]] ## 075. 2858158282258141 - 所属主题：[[topics/261|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424525521544) - 本地资源：[[assets/images/261104_1316__英伟达__2858158282258141.jpg|2858158282258141]] ![[assets/images/261104_1316__英伟达__2858158282258141.jpg|1200]] ## 076. 1525825454425852 - 所属主题：[[topics/263|#IDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242545544588) - 本地资源：[[assets/images/261104_1316__IDC__1525825454425852.jpg|1525825454425852]] ![[assets/images/261104_1316__IDC__1525825454425852.jpg|1200]] ## 077. 5121821511158514 - 所属主题：[[topics/291|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454814518242) - 本地资源：[[assets/images/261104_1106__半导体__5121821511158514.jpg|5121821511158514]] ![[assets/images/261104_1106__半导体__5121821511158514.jpg|1200]] ## 078. 2858158251244421 - 所属主题：[[topics/293|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424185448854) - 本地资源：[[assets/images/261104_1052__小光__2858158251244421.jpg|2858158251244421]] ![[assets/images/261104_1052__小光__2858158251244421.jpg|1200]] ## 079. 5121821528518814 - 所属主题：[[topics/295|#民主党将核电视为碳中和支柱，扶持在运机组、投zi先进堆与微堆，严控安全监管，配套废料治理，同步发展风光等可再生能源。#冰山冷热 雪人集团 融发核电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242815554848) - 本地资源：[[assets/images/261104_1040__民主党将核电视为碳中和支柱，扶持在运机组、投zi先进堆与微堆，严控安全监管，配套废料治理，同步发展__5121821528518814.jpg|5121821528518814]] ![[assets/images/261104_1040__民主党将核电视为碳中和支柱，扶持在运机组、投zi先进堆与微堆，严控安全监管，配套废料治理，同步发展__5121821528518814.jpg|1200]] ## 080. 1525825428458182 - 所属主题：[[topics/296|中国电影（600977）｜复联 5 重磅预热落地上海！ 上海线下巨型主题展已经开启倒计时，《》全球首映临近，漫威超级 IP 重磅来袭！ 中国电影作为进口大片核心]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121584458242) - 本地资源：[[assets/images/261104_1039_中国电影（600977）｜复联 5 重磅预热落地上海！ 上海线下巨型主题展已经开启倒计时，《》全球首__1525825428458182.jpg|1525825428458182]] ![[assets/images/261104_1039_中国电影（600977）｜复联 5 重磅预热落地上海！ 上海线下巨型主题展已经开启倒计时，《》全球首__1525825428458182.jpg|1200]] ## 081. 4848148541825848 - 所属主题：[[topics/302|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454812818551) - 本地资源：[[assets/images/261104_1034__美国 _大选__4848148541825848.jpg|4848148541825848]] ![[assets/images/261104_1034__美国 _大选__4848148541825848.jpg|1200]] ## 082. 8858158251884842 - 所属主题：[[topics/304|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454812525112) - 本地资源：[[assets/images/261104_1023__航天航空__8858158251884842.jpg|8858158251884842]] ![[assets/images/261104_1023__航天航空__8858158251884842.jpg|1200]] ## 083. 5121821528114224 - 所属主题：[[topics/305|【资讯】不知道懂王能否保住 参议院？]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454818112222) - 本地资源：[[assets/images/261104_1022_【资讯】不知道懂王能否保住 参议院？__5121821528114224.jpg|5121821528114224]] ![[assets/images/261104_1022_【资讯】不知道懂王能否保住 参议院？__5121821528114224.jpg|1200]] ## 084. 2858158251855411 - 所属主题：[[topics/307|物理AI卷土重来]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121585851452) - 本地资源：[[assets/images/261104_1016_物理AI卷土重来__2858158251855411.jpg|2858158251855411]] ![[assets/images/261104_1016_物理AI卷土重来__2858158251855411.jpg|1200]] ## 085. 2858158254448551 - 所属主题：[[topics/318|#能辉科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424181142424) - 本地资源：[[assets/images/261104_0954__能辉科技__2858158254448551.jpg|2858158254448551]] ![[assets/images/261104_0954__能辉科技__2858158254448551.jpg|1200]] ## 086. 2858158254428481 - 所属主题：[[topics/328|#高盛 #美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454541252551) - 本地资源：[[assets/images/261104_0947__高盛 _美股__2858158254428481.jpg|2858158254428481]] ![[assets/images/261104_0947__高盛 _美股__2858158254428481.jpg|1200]] ## 087. 8858158254428822 - 所属主题：[[topics/329|【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵杠杆资金 1️⃣总量-昨日(11.3)杠杆资金净流出321.]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454541258552) - 本地资源：[[assets/images/261104_0947_【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵__8858158254428822.jpg|8858158254428822]] ![[assets/images/261104_0947_【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵__8858158254428822.jpg|1200]] ## 088. 5121821524451144 - 所属主题：[[topics/329|【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵杠杆资金 1️⃣总量-昨日(11.3)杠杆资金净流出321.]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454541258552) - 本地资源：[[assets/images/261104_0947_【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵__5121821524451144.jpg|5121821524451144]] ![[assets/images/261104_0947_【财通策略徐近峰＆王亦奕团队】ETF＆融资日跟踪-1103 ETF流入800亿 融资流出300亿 🔵__5121821524451144.jpg|1200]] ## 089. 4848148542258418 - 所属主题：[[topics/332|#手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242421544848) - 本地资源：[[assets/images/261104_0946__手机__4848148542258418.jpg|4848148542258418]] ![[assets/images/261104_0946__手机__4848148542258418.jpg|1200]] ## 090. 5121821524415824 - 所属主题：[[topics/335|#强脑科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454541841511) - 本地资源：[[assets/images/261104_0943__强脑科技__5121821524415824.jpg|5121821524415824]] ![[assets/images/261104_0943__强脑科技__5121821524415824.jpg|1200]] ## 091. 4848148542528488 - 所属主题：[[topics/338|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454541541222) - 本地资源：[[assets/images/261104_0938__小光__4848148542528488.jpg|4848148542528488]] ![[assets/images/261104_0938__小光__4848148542528488.jpg|1200]] ## 092. 4848148542558248 - 所属主题：[[topics/341|#长江 #建筑建材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454544122242) - 本地资源：[[assets/images/261104_0932__长江 _建筑建材__4848148542558248.jpg|4848148542558248]] ![[assets/images/261104_0932__长江 _建筑建材__4848148542558248.jpg|1200]] ## 093. 8858158254225442 - 所属主题：[[topics/342|#华创 #AI游戏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454544122542) - 本地资源：[[assets/images/261104_0932__华创 _AI游戏__8858158254225442.jpg|8858158254225442]] ![[assets/images/261104_0932__华创 _AI游戏__8858158254225442.jpg|1200]] ## 094. 2858158254514841 - 所属主题：[[topics/370|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424245485184) - 本地资源：[[assets/images/261104_0908__美国 _大选__2858158254514841.jpg|2858158254514841]] ![[assets/images/261104_0908__美国 _大选__2858158254514841.jpg|1200]] ## 095. 8858158254514522 - 所属主题：[[topics/376|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454542441551) - 本地资源：[[assets/images/261104_0907__红宝书__8858158254514522.jpg|8858158254514522]] ![[assets/images/261104_0907__红宝书__8858158254514522.jpg|1200]] ## 096. 5121821524285454 - 所属主题：[[topics/381|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424245441254) - 本地资源：[[assets/images/261104_0906__电报解读__5121821524285454.jpg|5121821524285454]] ![[assets/images/261104_0906__电报解读__5121821524285454.jpg|1200]] ## 097. 8858158254518152 - 所属主题：[[topics/382|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454542452412) - 本地资源：[[assets/images/261104_0906__九点特供__8858158254518152.jpg|8858158254518152]] ![[assets/images/261104_0906__九点特供__8858158254518152.jpg|1200]] ## 098. 4848148542418218 - 所属主题：[[topics/383|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454542452221) - 本地资源：[[assets/images/261104_0906__研选__4848148542418218.jpg|4848148542418218]] ![[assets/images/261104_0906__研选__4848148542418218.jpg|1200]] ## 099. 4848148542418258 - 所属主题：[[topics/385|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424245425114) - 本地资源：[[assets/images/261104_0906__海力士__4848148542418258.jpg|4848148542418258]] ![[assets/images/261104_0906__海力士__4848148542418258.jpg|1200]] ## 100. 5121821524281284 - 所属主题：[[topics/391|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121214481512) - 本地资源：[[assets/images/261104_0905__美国 _大选__5121821524281284.jpg|5121821524281284]] ![[assets/images/261104_0905__美国 _大选__5121821524281284.jpg|1200]] ## 101. 8858158254518552 - 所属主题：[[topics/393|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424245585854) - 本地资源：[[assets/images/261104_0905__监管__8858158254518552.jpg|8858158254518552]] ![[assets/images/261104_0905__监管__8858158254518552.jpg|1200]] ## 102. 1525825421282842 - 所属主题：[[topics/395|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121214484152) - 本地资源：[[assets/images/261104_0905__市场__1525825421282842.jpg|1525825421282842]] ![[assets/images/261104_0905__市场__1525825421282842.jpg|1200]] ## 103. 5121821524282444 - 所属主题：[[topics/396|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454542218211) - 本地资源：[[assets/images/261104_0904__ETF__5121821524282444.jpg|5121821524282444]] ![[assets/images/261104_0904__ETF__5121821524282444.jpg|1200]] ## 104. 4848148542421218 - 所属主题：[[topics/397|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121214485582) - 本地资源：[[assets/images/261104_0904__PCB__4848148542421218.jpg|4848148542421218]] ![[assets/images/261104_0904__PCB__4848148542421218.jpg|1200]] ## 105. 4848148542421528 - 所属主题：[[topics/400|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121214482442) - 本地资源：[[assets/images/261104_0904__Anthropic__4848148542421528.jpg|4848148542421528]] ![[assets/images/261104_0904__Anthropic__4848148542421528.jpg|1200]] ## 106. 2858158254541881 - 所属主题：[[topics/403|#美国 #大选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121214418542) - 本地资源：[[assets/images/261104_0904__美国 _大选__2858158254541881.jpg|2858158254541881]] ![[assets/images/261104_0904__美国 _大选__2858158254541881.jpg|1200]] ## 107. 4848148545241488 - 所属主题：[[topics/426|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258585444) - 本地资源：[[assets/images/261104_0817__全知道__4848148545241488.jpg|4848148545241488]] ![[assets/images/261104_0817__全知道__4848148545241488.jpg|1200]] ## 108. 5121821525424824 - 所属主题：[[topics/427|#电报解读 #中阿关系 #跨境...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121248458452) - 本地资源：[[assets/images/261104_0817__电报解读 _中阿关系 _跨境__5121821525424824.jpg|5121821525424824]] ![[assets/images/261104_0817__电报解读 _中阿关系 _跨境__5121821525424824.jpg|1200]] ## 109. 5121821525424414 - 所属主题：[[topics/428|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454521284121) - 本地资源：[[assets/images/261104_0816__龙虎榜__5121821525424414.jpg|5121821525424414]] ![[assets/images/261104_0816__龙虎榜__5121821525424414.jpg|1200]] ## 110. 1525825424121822 - 所属主题：[[topics/428|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454521284121) - 本地资源：[[assets/images/261104_0816__龙虎榜__1525825424121822.jpg|1525825424121822]] ![[assets/images/261104_0816__龙虎榜__1525825424121822.jpg|1200]] ## 111. 2858158252454211 - 所属主题：[[topics/429|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258514524) - 本地资源：[[assets/images/261104_0816__早知道__2858158252454211.jpg|2858158252454211]] ![[assets/images/261104_0816__早知道__2858158252454211.jpg|1200]] ## 112. 1525825424121482 - 所属主题：[[topics/430|#机构调研 #巨化股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258515554) - 本地资源：[[assets/images/261104_0816__机构调研 _巨化股份__1525825424121482.jpg|1525825424121482]] ![[assets/images/261104_0816__机构调研 _巨化股份__1525825424121482.jpg|1200]] ## 113. 2858158252454281 - 所属主题：[[topics/431|#电报解读 #无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121248454552) - 本地资源：[[assets/images/261104_0816__电报解读 _无人驾驶__2858158252454281.jpg|2858158252454281]] ![[assets/images/261104_0816__电报解读 _无人驾驶__2858158252454281.jpg|1200]] ## 114. 1525825424121282 - 所属主题：[[topics/433|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258512124) - 本地资源：[[assets/images/261104_0815__彭博新闻 _市场__1525825424121282.jpg|1525825424121282]] ![[assets/images/261104_0815__彭博新闻 _市场__1525825424121282.jpg|1200]] ## 115. 8858158252454522 - 所属主题：[[topics/434|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454521285581) - 本地资源：[[assets/images/261104_0815__监管__8858158252454522.jpg|8858158252454522]] ![[assets/images/261104_0815__监管__8858158252454522.jpg|1200]] ## 116. 4848148545242458 - 所属主题：[[topics/435|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121248428812) - 本地资源：[[assets/images/261104_0815__市场__4848148545242458.jpg|4848148545242458]] ![[assets/images/261104_0815__市场__4848148545242458.jpg|1200]] ## 117. 5121821525424214 - 所属主题：[[topics/436|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454521251152) - 本地资源：[[assets/images/261104_0815__AMD__5121821525424214.jpg|5121821525424214]] ![[assets/images/261104_0815__AMD__5121821525424214.jpg|1200]] ## 118. 8858158252452542 - 所属主题：[[topics/437|#宝马]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258454521251242) - 本地资源：[[assets/images/261104_0814__宝马__8858158252452542.jpg|8858158252452542]] ![[assets/images/261104_0814__宝马__8858158252452542.jpg|1200]] ## 119. 1525825424125812 - 所属主题：[[topics/438|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121248421452) - 本地资源：[[assets/images/261104_0814__AI安全__1525825424125812.jpg|1525825424125812]] ![[assets/images/261104_0814__AI安全__1525825424125812.jpg|1200]] ## 120. 5121821525421444 - 所属主题：[[topics/440|#期货]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258524224) - 本地资源：[[assets/images/261104_0814__期货__5121821525421444.jpg|5121821525421444]] ![[assets/images/261104_0814__期货__5121821525421444.jpg|1200]] ## 121. 8858158252458452 - 所属主题：[[topics/443|#以色列]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258454521252281) - 本地资源：[[assets/images/261104_0814__以色列__8858158252458452.jpg|8858158252458452]] ![[assets/images/261104_0814__以色列__8858158252458452.jpg|1200]] ## 122. 5121821525555814 - 所属主题：[[topics/446|投机者预计美联储12月不会加息。 因为投资组合经理们正努力应对人工智能相关交易损失的不断增加。在收益率和美元走低的当日，黄金价格大幅下跌 5.4%，这表明市场需]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258184554) - 本地资源：[[assets/images/261104_0812_投机者预计美联储12月不会加息。 因为投资组合经理们正努力应对人工智能相关交易损失的不断增加。在收益__5121821525555814.jpg|5121821525555814]] ![[assets/images/261104_0812_投机者预计美联储12月不会加息。 因为投资组合经理们正努力应对人工智能相关交易损失的不断增加。在收益__5121821525555814.jpg|1200]] ## 123. 1525825424444822 - 所属主题：[[topics/447|#国联 #社服]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258184284) - 本地资源：[[assets/images/261104_0812__国联 _社服__1525825424444822.jpg|1525825424444822]] ![[assets/images/261104_0812__国联 _社服__1525825424444822.jpg|1200]] ## 124. 4848148545555258 - 所属主题：[[topics/449|#长江 #社服 #公募基金数据...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242451815428) - 本地资源：[[assets/images/261104_0812__长江 _社服 _公募基金数据__4848148545555258.jpg|4848148545555258]] ![[assets/images/261104_0812__长江 _社服 _公募基金数据__4848148545555258.jpg|1200]] ## 125. 8858158252225152 - 所属主题：[[topics/464|#美股 #指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425121248518252) - 本地资源：[[assets/images/261104_0810__美股 _指数__8858158252225152.jpg|8858158252225152]] ![[assets/images/261104_0810__美股 _指数__8858158252225152.jpg|1200]] ## 126. 2858158252225481 - 所属主题：[[topics/468|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548242451825288) - 本地资源：[[assets/images/261104_0809__AMD__2858158252225481.jpg|2858158252225481]] ![[assets/images/261104_0809__AMD__2858158252225481.jpg|1200]] ## 127. 8858158252225542 - 所属主题：[[topics/476|#黑毛 #情绪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521424258142444) - 本地资源：[[assets/images/261104_0808__黑毛 _情绪__8858158252225542.jpg|8858158252225542]] ![[assets/images/261104_0808__黑毛 _情绪__8858158252225542.jpg|1200]]