纪要精选｜供给约束加深，AI硬件交付扩散

from 投研随身听 · host 慢研播客

本期把两条晚间管线的精选内容压缩为七组事实：焦煤受到持续安全约束和低库存支撑；电子布采购从比价转向保供；液冷需求向水泵、冷水机组和板式换热器兑现；芯原股份与机器人T链出现订单和排产上修；厦门钨业、潍柴动力与哈原工分别带来钨供给、现场发电和天然铀项目进度的新信号。

Episode metadata supplied by the publisher feed · Published Aug 23, 2026

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纪要精选｜供给约束加深，AI硬件交付扩散

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