纪要精选｜去库接近尾声，供给约束与AI拉货升温

from 投研随身听 · host 慢研播客

本期提炼七组变化。白酒渠道现金流改善，煤炭供给约束加强，锂电排产与储能装机出现节奏差异，AI硬件转入实物拉货，机器人进入量产准备；圣泉集团与浙数文化披露了新的业务结构变化。

Episode metadata supplied by the publisher feed · Published Aug 16, 2026

Embed this episode

Attribution link and audio player

Ready to play

纪要精选｜去库接近尾声，供给约束与AI拉货升温

0:00 5:44

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Similar Episodes

No similar episodes found.

This episode is 5 minutes long.

This episode was published on August 16, 2026.

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!