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纪要精选｜纪要精选晨报：AI硬件兑现，制造与消费盈利分化 episode artwork

EPISODE · Aug 25, 2026 · 5 MIN

纪要精选｜纪要精选晨报：AI硬件兑现，制造与消费盈利分化

from 投研随身听 · host 慢研播客

本期先讲AI光通信、覆铜板和液冷设备从产业预期走向交付与报表，再看贵州茅台的渠道重塑、长城汽车与海信视像的盈利修复、英科再生的利润提速，以及星宇股份、春风动力、CXO和电解铝环节的具体变化。

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纪要精选｜纪要精选晨报：AI硬件兑现，制造与消费盈利分化

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