纪要精选｜AI收入落地，肿瘤疫苗与设备链出现新信号

from 投研随身听 · host 慢研播客

本期提炼八组具体发现。阿里云和范式智能确认AI收入加速，但阿里现金流仍受高投入压制；莫德纳与默沙东的个性化肿瘤疫苗取得大型三期积极结果；存储扩产、液冷订单、电网投资和原奶价格分别出现改善信号。德业股份、徐工机械的产品与海外业务变化也进入跟踪范围。

Episode metadata supplied by the publisher feed · Published Aug 20, 2026

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纪要精选｜AI收入落地，肿瘤疫苗与设备链出现新信号

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