纪要精选｜纪要精选晨报｜存储涨价向利润传导，硬件与CXO同步改善

from 投研随身听 · host 慢研播客

本期提炼八组具体变化。存储价格上涨开始向利润端传导，MLCC、光模块、PCB、电网设备和制冷环节继续承接AI资本开支；CXO收入、利润与订单同步改善。地产销售局部企稳但拿地和新房仍弱，教育、美业和乳制品呈现结构性韧性，铜供给约束继续支撑南方铜业经营表现。

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纪要精选｜纪要精选晨报｜存储涨价向利润传导，硬件与CXO同步改善

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