纪要精选｜电力瓶颈外溢，设备景气扩散

from 投研随身听 · host 慢研播客

北美数据中心的供电紧张正从发电侧传向配电侧，半导体景气则向存储设备、先进封装、光通信测试和被动元件扩散。杰瑞股份的燃机订单、继峰股份的座椅业务和格拉默盈利修复，提供了公司层面的经营变化。清洁电器行业同时出现竞争节奏分化。

Episode metadata supplied by the publisher feed · Published Aug 16, 2026

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纪要精选｜电力瓶颈外溢，设备景气扩散

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