纪要精选｜贝壳利润弹性、鱼跃出海与AI现金流压力

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本期提炼七组变化。贝壳在收入下滑时释放利润和现金流弹性；鱼跃医疗海外业务增长，但研发与市场投入压制利润；中航沈飞合同负债上升，主机任务可见度增强；油运因航程拉长和周转放慢维持高位；谷歌与甲骨文显露AI资本开支压力；山东玻纤受益于高端产品景气；生猪产能继续去化，但盈利复苏时点仍有分歧。

Episode metadata supplied by the publisher feed · Published Aug 22, 2026

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纪要精选｜贝壳利润弹性、鱼跃出海与AI现金流压力

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