jukan05 推文资产总结jukan05 Tweet Asset Summary
jukan05 页面按主题矩阵、主题深挖、证据样本和 ticker 资产表组织 X KOL 推文资产；不并入 Serenity 七链评分，也不展示 A股映射结论。The jukan05 page organizes the X KOL tweet asset by theme matrix, theme deep dives, evidence samples and ticker asset tables. It does not enter Serenity seven-chain scoring or show A-share mapping conclusions.
新闻主题矩阵News Theme Matrix
基于 jukan05 近 7 日窗口的主题桶、推文数、证据密度和 ticker 线索组织新闻流。Organizes the jukan05 7-day window by theme buckets, tweet count, evidence density and ticker clues.
01 · HBM / 存储
jukan05 近 7 日在HBM / 存储里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。
3802 · AI 半导体供应链
jukan05 近 7 日在AI 半导体供应链里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、Samsung 代工 AMD CPU、TSMC/Intel 竞争和先进节点扩产…
2703 · Neocloud 融资质量
jukan05 近 7 日在Neocloud 融资质量里主要说：NBIS/IREN/CRWV 等 Neocloud 融资结构、合约质量和机构持股、AI 股票估值、Anthropic/Myth…
1304 · 电力 / 功率链
jukan05 近 7 日在电力 / 功率链里主要说：800V DC、数据中心供电、变压器、并网和功率器件可靠性。
8| 主题Theme新闻流讨论桶News-flow bucket | 窗口推文Window Tweets当前 7 日数量Current 7-day count | 关注热度Attention Heat窗口内相对热度Relative heat in window | 证据密度Evidence Density可回溯样本数量Traceable sample count | Top tickers | jukan05 读法jukan05 Read新闻流结论News-flow takeaway |
|---|---|---|---|---|---|
| 怎么参考How to use | 高=该新闻桶在近端更活跃。High means this news bucket is more active near term. | 只看 jukan05 当前窗口，不代表 Serenity 七链优先级。Only jukan05 current-window heat, not Serenity seven-chain priority. | 高=证据链接更多，便于回溯。High means more evidence links for traceability. | 只展示原始 ticker 线索。Raw ticker clues only. | 用于组织新闻流，不输出映射或交易结论。Organizes the news flow; no mapping or trade conclusion. |
| HBM / 存储HBM / Memory Bandwidthmemory_hbm | 38 | MU, AMD, GOOGL, META, NVDA, ASX, ASML, DRAM | jukan05 近 7 日在HBM / 存储里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。In the last 7 days, jukan05 mainly discussed SK hynix, HBM, memory supply, allocation and the storage price cycle; CoPoS/CoWoS,… | ||
| AI 半导体供应链AI Semi Supply Chainai_semicap_supply_chain | 27 | ASX, AVGO, MRVL, QCOM, ASML | jukan05 近 7 日在AI 半导体供应链里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、Samsung 代工 AMD CPU、TSMC/Intel 竞争和先进节点扩产、CoPoS/CoWoS…In the last 7 days, jukan05 mainly discussed SK hynix, HBM, memory supply, allocation and the storage price cycle; Samsung foun… | ||
| Neocloud 融资质量Neocloud Financing Qualityneocloud_financing | 13 | ASML | jukan05 近 7 日在Neocloud 融资质量里主要说：NBIS/IREN/CRWV 等 Neocloud 融资结构、合约质量和机构持股、AI 股票估值、Anthropic/Mythos 和二级市场情绪。In the last 7 days, jukan05 mainly discussed NBIS/IREN/CRWV neocloud financing structure, contract quality and institutional ow… | ||
| 电力 / 功率链Power / Grid Chainpower_grid | 8 | jukan05 近 7 日在电力 / 功率链里主要说：800V DC、数据中心供电、变压器、并网和功率器件可靠性。In the last 7 days, jukan05 mainly discussed 800V DC, data-center power delivery, transformers, grid access and power-device re… |
主题深挖Theme Deep Dive
按新闻主题展开 jukan05 的主要说法、ticker 线索和可回溯 tweet 证据。Expands each news theme into jukan05 takeaways, ticker clues and traceable tweet evidence.
HBM / 存储HBM / Memory Bandwidth
jukan05 近 7 日在HBM / 存储里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。In the last 7 days, jukan05 mainly discussed SK hynix, HBM, memory supply, allocation and the storage price cycle; CoPoS/CoWoS, advanced packaging, packaging tools and raw Korean-engineer information within HBM / Memory Bandwidth.
主要说什么Main Takeaways
- 窗口内该主题共 38 条；主线不是模板判断，而是来自近端原文：SK hynix、HBM、内存供给、锁单和存储价格周期、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。
- 反复出现的标的/关键词：MU、AMD、GOOGL、META、NVDA、ASX。
- 证据锚点：2026-06-29 tweet 190339：KIS: On Memory LTAs With suppliers' commodity DRAM operating margins already at 80% and gross margins above 90%, prices…；2026-06-28 tweet 085902：>>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI • Amid deepening global memory shortages, TS…
- 阅读边界：这是 jukan05 的近端新闻/情报流摘要，不直接改写 A股映射或交易结论。
- This theme has 38 tweets in the window; the line is derived from recent source text, not a static template: SK hynix, HBM, memory supply, allocation and the storage price cycle; CoPoS/CoWoS, advanced packaging, packaging tools and raw Korean-engineer information.
- Recurring tickers/keywords: MU, AMD, GOOGL, META, NVDA, ASX.
- Evidence anchors: 2026-06-29 tweet 190339: KIS: On Memory LTAs With suppliers' commodity DRAM operating margins already at 80% and gross margins above 90%, prices…; 2026-06-28 tweet 085902: >>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI • Amid deepening global memory shortages, TS…
- Boundary: this is a near-term jukan05 news/raw-intel feed summary, not an A-share mapping or trading conclusion.
Top tickers: MU, AMD, GOOGL, META, NVDA, ASX, ASML, DRAM
展开 jukan05 推文证据样本Open jukan05 tweet evidence samples
KIS: On Memory LTAs With suppliers' commodity DRAM operating margins already at 80% and gross margins above 90%, prices cannot be raised endlessly on supply and demand dynamics al…
tweet_id 2071745275325190339>>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI • Amid deepening global memory shortages, TSMC has brought Winbond into its AI chip supply chain. The tw…
tweet_id 2071366174408085902Yes, MU is not Nvidia. But going forward, it may become even more important than Nvidia. Think about it. Inference is now directly tied to money. But inference does not get better…
tweet_id 2071139712082022855AI 半导体供应链AI Semi Supply Chain
jukan05 近 7 日在AI 半导体供应链里主要说：SK hynix、HBM、内存供给、锁单和存储价格周期、Samsung 代工 AMD CPU、TSMC/Intel 竞争和先进节点扩产、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。In the last 7 days, jukan05 mainly discussed SK hynix, HBM, memory supply, allocation and the storage price cycle; Samsung foundry for AMD CPUs, TSMC/Intel competition and leading-node expansion; CoPoS/CoWoS, advanced packaging, packaging tools and raw Korean-engineer information within AI Semi Supply Chain.
主要说什么Main Takeaways
- 窗口内该主题共 27 条；主线不是模板判断，而是来自近端原文：SK hynix、HBM、内存供给、锁单和存储价格周期、Samsung 代工 AMD CPU、TSMC/Intel 竞争和先进节点扩产、CoPoS/CoWoS、先进封装、封装设备和韩国工程师原始信息。
- 反复出现的标的/关键词：ASX、AVGO、MRVL、QCOM、ASML。
- 证据锚点：2026-06-28 tweet 085902：>>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI • Amid deepening global memory shortages, TS…；2026-07-02 tweet 840616：What surprised me most in the Anthropic–Samsung Foundry news is that Anthropic is also considering Samsung Foundry’s pa…
- 阅读边界：这是 jukan05 的近端新闻/情报流摘要，不直接改写 A股映射或交易结论。
- This theme has 27 tweets in the window; the line is derived from recent source text, not a static template: SK hynix, HBM, memory supply, allocation and the storage price cycle; Samsung foundry for AMD CPUs, TSMC/Intel competition and leading-node expansion; CoPoS/CoWoS, advanced packaging, packaging tools and raw Korean-engineer information.
- Recurring tickers/keywords: ASX, AVGO, MRVL, QCOM, ASML.
- Evidence anchors: 2026-06-28 tweet 085902: >>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI • Amid deepening global memory shortages, TS…; 2026-07-02 tweet 840616: What surprised me most in the Anthropic–Samsung Foundry news is that Anthropic is also considering Samsung Foundry’s pa…
- Boundary: this is a near-term jukan05 news/raw-intel feed summary, not an A-share mapping or trading conclusion.
Top tickers: ASX, AVGO, MRVL, QCOM, ASML
展开 jukan05 推文证据样本Open jukan05 tweet evidence samples
What surprised me most in the Anthropic–Samsung Foundry news is that Anthropic is also considering Samsung Foundry’s packaging. That’s really interesting. Not Intel EMIB or TSMC C…
tweet_id 2072799162559840616Yes, MU is not Nvidia. But going forward, it may become even more important than Nvidia. Think about it. Inference is now directly tied to money. But inference does not get better…
tweet_id 2071139712082022855Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the Terafab on memory because he believes memory is the most im…
tweet_id 2071188353131962740Neocloud 融资质量Neocloud Financing Quality
jukan05 近 7 日在Neocloud 融资质量里主要说：NBIS/IREN/CRWV 等 Neocloud 融资结构、合约质量和机构持股、AI 股票估值、Anthropic/Mythos 和二级市场情绪。In the last 7 days, jukan05 mainly discussed NBIS/IREN/CRWV neocloud financing structure, contract quality and institutional ownership; AI-stock valuation, Anthropic/Mythos and secondary-market sentiment within Neocloud Financing Quality.
主要说什么Main Takeaways
- 窗口内该主题共 13 条；主线不是模板判断，而是来自近端原文：NBIS/IREN/CRWV 等 Neocloud 融资结构、合约质量和机构持股、AI 股票估值、Anthropic/Mythos 和二级市场情绪。
- 反复出现的标的/关键词：ASML。
- 证据锚点：2026-07-03 tweet 495049：Samsung Foundry in Talks with Meta on Mass Production of Third Generation MTIA Samsung Electronics is establishing itse…；2026-07-03 tweet 330276：>> TrendForce: AI server demand underpins memory prices… Q3 DRAM +13 to 18%, NAND +10 to 15% QoQ increase expected • Ac…
- 阅读边界：这是 jukan05 的近端新闻/情报流摘要，不直接改写 A股映射或交易结论。
- This theme has 13 tweets in the window; the line is derived from recent source text, not a static template: NBIS/IREN/CRWV neocloud financing structure, contract quality and institutional ownership; AI-stock valuation, Anthropic/Mythos and secondary-market sentiment.
- Recurring tickers/keywords: ASML.
- Evidence anchors: 2026-07-03 tweet 495049: Samsung Foundry in Talks with Meta on Mass Production of Third Generation MTIA Samsung Electronics is establishing itse…; 2026-07-03 tweet 330276: >> TrendForce: AI server demand underpins memory prices… Q3 DRAM +13 to 18%, NAND +10 to 15% QoQ increase expected • Ac…
- Boundary: this is a near-term jukan05 news/raw-intel feed summary, not an A-share mapping or trading conclusion.
Top tickers: ASML
展开 jukan05 推文证据样本Open jukan05 tweet evidence samples
Samsung Foundry in Talks with Meta on Mass Production of Third Generation MTIA Samsung Electronics is establishing itself as a key player in the artificial intelligence (AI) chip…
tweet_id 2072946656933495049>> TrendForce: AI server demand underpins memory prices… Q3 DRAM +13 to 18%, NAND +10 to 15% QoQ increase expected • According to TrendForce's latest memory price survey, the DRAM…
tweet_id 2072908815868330276Huawei AI NPU Servers to Land in Korea in Q4, Throwing Down the Gauntlet to NVIDIA Huawei will launch its artificial intelligence (AI) accelerator chips in the Korean market for t…
tweet_id 2072446000858579176电力 / 功率链Power / Grid Chain
jukan05 近 7 日在电力 / 功率链里主要说：800V DC、数据中心供电、变压器、并网和功率器件可靠性。In the last 7 days, jukan05 mainly discussed 800V DC, data-center power delivery, transformers, grid access and power-device reliability within Power / Grid Chain.
主要说什么Main Takeaways
- 窗口内该主题共 8 条；主线不是模板判断，而是来自近端原文：800V DC、数据中心供电、变压器、并网和功率器件可靠性。
- 反复出现的标的/关键词：DRAM、AI、NAND、CXMT、CPU、J.P。
- 证据锚点：2026-06-28 tweet 962740：Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the…；2026-06-27 tweet 179899：Recommended reads for the week SemiAnalysis — China’s CXMT Is Set to Challenge DRAM Incumbents Goldman Sachs — Americas…
- 阅读边界：这是 jukan05 的近端新闻/情报流摘要，不直接改写 A股映射或交易结论。
- This theme has 8 tweets in the window; the line is derived from recent source text, not a static template: 800V DC, data-center power delivery, transformers, grid access and power-device reliability.
- Recurring tickers/keywords: DRAM, AI, NAND, CXMT, CPU, J.P.
- Evidence anchors: 2026-06-28 tweet 962740: Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the…; 2026-06-27 tweet 179899: Recommended reads for the week SemiAnalysis — China’s CXMT Is Set to Challenge DRAM Incumbents Goldman Sachs — Americas…
- Boundary: this is a near-term jukan05 news/raw-intel feed summary, not an A-share mapping or trading conclusion.
Top tickers:
展开 jukan05 推文证据样本Open jukan05 tweet evidence samples
Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the Terafab on memory because he believes memory is the most im…
tweet_id 2071188353131962740Recommended reads for the week SemiAnalysis — China’s CXMT Is Set to Challenge DRAM Incumbents Goldman Sachs — Americas Technology: Hardware — Expert Network Series: CPU Server De…
tweet_id 2070800684325179899Google reportedly limited Meta’s use of Gemini due to a shortage of compute resources. — FT Google is in a position where it can’t sell Gemini to Meta as freely as it might want t…
tweet_id 2071126659307385321最新 jukan05 证据Latest jukan05 Evidence
只展示当前窗口高信号样本，完整资产仍留在本地 X KOL SQLite。Only high-signal current-window samples are shown; the full asset remains in the local X KOL SQLite database.
memory_hbm｜2026-07-03
UBS raises its DRAM and NAND price forecasts DRAM prices are now expected to rise 32% QoQ in Q3 and 18% QoQ in Q4. NAND prices are expected to rise 30% QoQ in Q3 and 12% QoQ in Q4.
score 56｜AMD, GOOGL, META, MU, NVDA｜tweet_id 2073005976731754920ai_semicap_supply_chain, memory_hbm｜2026-06-28
Yes, MU is not Nvidia. But going forward, it may become even more important than Nvidia. Think about it. Inference is now directly tied to money. But inference does not get better simply by…
score 55｜｜tweet_id 2071139712082022855ai_semicap_supply_chain, memory_hbm, neocloud_financing, power_grid｜2026-07-03
Samsung to Raise Q3 DRAM Prices by Up to 20%, AI Demand Remains Solid Korea's memory semiconductor industry is understood to be pushing to raise the average selling price (ASP) of commodity…
score 48｜｜tweet_id 2072901006682427875ai_semicap_supply_chain, memory_hbm, power_grid｜2026-06-28
Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the Terafab on memory because he believes memory is the most important bo…
score 41｜｜tweet_id 2071188353131962740memory_hbm｜2026-06-29
KIS: On Memory LTAs With suppliers' commodity DRAM operating margins already at 80% and gross margins above 90%, prices cannot be raised endlessly on supply and demand dynamics alone. What…
score 35｜｜tweet_id 2071745275325190339ai_semicap_supply_chain, memory_hbm｜2026-07-02
Samsung Foundry has really made a full comeback. It feels surreal seeing how much things have changed. - Samsung Foundry is seeing so many customers pile in that Samsung is now screening cu…
score 33｜｜tweet_id 2072613106237550893memory_hbm｜2026-07-03
Bernstein estimates that SK hynix’s DRAM gross margin in Q2 will reach 90.9%… https://t.co/bC25hqTv5a
score 32｜｜tweet_id 2073032040451366952ai_semicap_supply_chain, inp_compound_semi, memory_hbm, robotics_physic…｜2026-07-01
AI boom and cost pressures: ASE rumored to raise advanced packaging prices by another 20% As AI applications drive semiconductor demand strongly and advanced packaging capacity grows tight,…
score 32｜ASX｜tweet_id 2072291210912559484ai_semicap_supply_chain｜2026-07-03
Has $AVGO entered the Trainium supply chain? Or is it $QCOM ?
score 32｜AVGO, MRVL, QCOM｜tweet_id 2072923398653821326memory_hbm, power_grid｜2026-06-27
Recommended reads for the week SemiAnalysis — China’s CXMT Is Set to Challenge DRAM Incumbents Goldman Sachs — Americas Technology: Hardware — Expert Network Series: CPU Server Demand Drive…
score 30｜｜tweet_id 2070800684325179899ai_semicap_supply_chain, memory_hbm, neocloud_financing｜2026-06-30
According to Korean media reports, Samsung will start using High-NA EUV from its 1.4nm node. $ASML https://t.co/CjHhgZoyga
score 30｜ASML｜tweet_id 2071780035116364134Ticker/主题资产表Ticker and Theme Asset Table
展示窗口内高频 ticker、近端升温 ticker 和 Top themes，用于组织新闻流研究资产。Shows frequent tickers, rising tickers and top themes for organizing news-flow research assets.
| 资产类型Asset Type | 名称Name | 数值Value | 解释Interpretation |
|---|---|---|---|
| 高频 tickerFrequent Ticker | INTC | 4 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | AAPL | 2 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | META | 2 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | MU | 2 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | AMD | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | GOOGL | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | NVDA | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | AVGO | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | MRVL | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | QCOM | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | ASX | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 高频 tickerFrequent Ticker | DRAM | 1 | 当前 7 日窗口内绝对提及次数。Absolute mentions in the current 7-day window. |
| 升温 tickerRising Ticker | INTC | +4 | 4 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | AAPL | +2 | 2 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | META | +2 | 2 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | AMD | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | ASML | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | ASX | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | AVGO | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | GOOGL | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | MRVL | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | NVDA | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 升温 tickerRising Ticker | QCOM | +1 | 1 vs 0｜当前 7 日减前一 7 日。Current 7 days minus previous 7 days. |
| 主题桶Theme Bucket | HBM / 存储HBM / Memory Bandwidthmemory_hbm | 38 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
| 主题桶Theme Bucket | AI 半导体供应链AI Semi Supply Chainai_semicap_supply_chain | 27 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
| 主题桶Theme Bucket | Neocloud 融资质量Neocloud Financing Qualityneocloud_financing | 13 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
| 主题桶Theme Bucket | 电力 / 功率链Power / Grid Chainpower_grid | 8 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
| 主题桶Theme Bucket | InP / 化合物半导体InP / Compound Semisinp_compound_semi | 4 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
| 主题桶Theme Bucket | Physical AI / 国防光学Physical AI / Defense Opticsrobotics_physical_ai | 2 | 新闻流主题计数，只用于资产组织。News-flow theme count for asset organization only. |
主题热度Theme Heat
jukan05 当前窗口主题计数，用于理解新闻流证据来源。Current-window jukan05 theme counts for understanding the news-flow evidence base.
| 主题Theme | 推文数Tweets | 时间范围Time Range | 来源定位Source Role |
|---|---|---|---|
| HBM / 存储HBM / Memory Bandwidthmemory_hbm | 38 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
| AI 半导体供应链AI Semi Supply Chainai_semicap_supply_chain | 27 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
| Neocloud 融资质量Neocloud Financing Qualityneocloud_financing | 13 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
| 电力 / 功率链Power / Grid Chainpower_grid | 8 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
| InP / 化合物半导体InP / Compound Semisinp_compound_semi | 4 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
| Physical AI / 国防光学Physical AI / Defense Opticsrobotics_physical_ai | 2 | 2026-06-27 → 2026-07-04 | jukan05 新闻流jukan05 news flow |
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