纪要精选｜互联网利润分化，算力需求向材料与供电传导

from 投研随身听 · host 慢研播客

互联网中报呈现老业务韧性与AI投入压力并存，医药外包的改善集中在部分业务环节。算力需求继续向备用电源、碳化硅外延、电子气体和高端铜材传导，但合同、询单与利润兑现仍处于不同阶段。春秋航空国际线改善，海普瑞制剂出海增长；天然色素则出现叶黄素和辣椒红分化。

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纪要精选｜互联网利润分化，算力需求向材料与供电传导

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