纪要精选｜纪要精选晚报：绿氢兑现、算力外溢与出海分化

from 投研随身听 · host 慢研播客

本期覆盖七组具体变化。绿色氢氨醇进入项目兑现阶段，算力需求向封测、光模块组装和供电设备扩散，重卡、包装、航运与港口共同承接制造业出海。成都银行和中国海外发展呈现经营韧性与居民信用风险并存，誉衡药业、百济神州和热景生物处在不同的创新兑现阶段，龙佰集团与零跑汽车则分别面对增收不增利和销量增长但利润承压的问题。

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纪要精选｜纪要精选晚报：绿氢兑现、算力外溢与出海分化

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