纪要精选｜负极价格现拐点，存储与机器人链加速

from 投研随身听 · host 慢研播客

本期提炼八组具体变化：负极材料价格修复，国产存储扩产，机器人执行器放量，教育龙头业绩增长，光互连与先进封装扩产，以及安琪酵母、贵州茅台、同飞股份的经营新信号。非公开经营数据均已改为方向性表述。

Episode metadata supplied by the publisher feed · Published Aug 18, 2026

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纪要精选｜负极价格现拐点，存储与机器人链加速

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