EPISODE · Sep 13, 2026 · 7 MIN
纪要精选|煤价逼近千元、光互联保供与空调渠道利润回升
from 投研随身听 · host 慢研播客
大家好,欢迎收听《投研随身听·纪要精选》。从一堆纪要里,抓住真正值得跟踪的变化。今天讲煤炭与算力链的供给变化、机械和智驾的经营信号,以及湖北空调渠道与 Meta Muse 的盈利变化。
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纪要精选|煤价逼近千元、光互联保供与空调渠道利润回升
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