纪要精选｜北美云厂继续加码，液冷、氟化液和重卡接棒

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北美云厂的资本开支、云收入和利润率同步上行，算力景气继续向液冷设备及半导体材料扩散。药明康德的小分子业务保持强势，欧美重卡订单回暖，鼎胜新材电池铝箔供需趋紧。消费端则呈现两轮车新品拉动、汽车减少压库、锅圈增收不增利的分化。

Episode metadata supplied by the publisher feed · Published Aug 6, 2026

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纪要精选｜北美云厂继续加码，液冷、氟化液和重卡接棒

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