纪要精选|白酒去库存未完,算力配套扩容,携程佣金承压 episode artwork

EPISODE · Sep 13, 2026 · 7 MIN

纪要精选|白酒去库存未完,算力配套扩容,携程佣金承压

from 投研随身听 · host 慢研播客

六组行业变化、四组公司变化,覆盖白酒、能源、算力配套,以及携程、应流股份、爱美客和德业股份的经营增量与分歧。主持顾衡,刘飞声音,语速参数7。固定开场见第一段,固定结尾见末段。

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纪要精选|白酒去库存未完,算力配套扩容,携程佣金承压

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