纪要精选｜红外利润兑现，银行息差回升，AI向应用扩散

from 投研随身听 · host 慢研播客

本期先讲红外产业链的利润、需求与国产份额共振，再看建设银行净息差回升，以及AI景气从存储、互联芯片延伸到模型和企业应用。随后覆盖先导智能储能设备订单、泰格医药订单与价格修复、吉利汽车和星宇股份出海、中远海能油运利润兑现，以及猪肉产业链仍然分化的信号。

Episode metadata supplied by the publisher feed · Published Aug 28, 2026

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纪要精选｜红外利润兑现，银行息差回升，AI向应用扩散

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