EPISODE · May 29, 2026 · 10 MIN
EP06 英伟达之后，谁在吃到 AI 二阶红利？
from 钱进雷达
英伟达第一波之后，市场开始追第二波：网络、HBM、电力散热、整机交付。 这期晚柠和老周不讲概念，直接对着财报和经营数据讨论框架：谁在赚真钱，谁只是高估值叙事。 后半段晚柠给出一套可直接复用的观察框架：看分层、看毛利、看现金流、看客户集中度。 - 00:00 片头间奏- 00:12 开场 Hook- 00:51 二阶红利定义- 01:36 CapEx 与兑现节奏- 03:20 网络互连- 04:21 HBM- 06:03 电力散热与整机交付- 08:48 观察框架- 10:44 晚柠单人总结- 11:54 免责声明
Embed this episode
NOW PLAYING
EP06 英伟达之后，谁在吃到 AI 二阶红利？
0:00
10:12
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Frequently Asked Questions
How long is this episode of 钱进雷达?
This episode is 10 minutes long.
When was this 钱进雷达 episode published?
This episode was published on May 29, 2026.
Can I download this 钱进雷达 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!