纪要精选｜纪要精选晨间｜互联瓶颈前移，户储与消费分化

from 投研随身听 · host 慢研播客

本期围绕六组具体变化：Marvell将互联列为AI基础设施的新瓶颈，亨通光电光纤量价改善；液冷、欣旺达备电与白云电器供配电同步升温；德业股份欧洲户储扩散；继峰股份座椅盈利转折；晨光生物植物提取业务进入上行阶段；罗莱生活与乖宝宠物的消费表现分化。渠道精确经营数据均改为方向表达，只保留输入明确标注的公开中报数字。

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纪要精选｜纪要精选晨间｜互联瓶颈前移，户储与消费分化

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