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纪要精选｜光模块加单抬升，CXO修复，周期品继续分化 episode artwork

EPISODE · Aug 11, 2026 · 7 MIN

纪要精选｜光模块加单抬升，CXO修复，周期品继续分化

from 投研随身听 · host 慢研播客

本期提炼高速光模块、AI硬件设备、CXO、稀土永磁、消费电子及周期制造的具体变化。主要增量是算力需求向上游扩散、研发外包多平台回暖，以及不同周期行业在供给、库存和现金流上的分化。

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纪要精选｜光模块加单抬升，CXO修复，周期品继续分化

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