纪要精选｜调价落地，AI基建外溢

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扬杰科技调价与碳化硅增长是最强公司信号，AI资本开支继续传导到滑轨、燃气轮机、光无源、PCB、高速互联和存储，同时油运、连锁药店、紫金龙净及酒店渠道也出现具体变化。

Episode metadata supplied by the publisher feed · Published Aug 11, 2026

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纪要精选｜调价落地，AI基建外溢

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