纪要精选｜舜宇业务换挡，AI基础设施订单外溢｜晨间纪要精选

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舜宇光学的利润来源加速向泛IoT、AR和光互连扩展，AI基础设施需求则由芯片外溢至液冷、PCB、服务器电源和供配电设备。消费端，高端黄金保持韧性但仍受金价影响；爱尔眼科诊疗量增长与利润下滑并存；陕西煤业受益于煤价和供给约束，同时面临资本开支上升。

Episode metadata supplied by the publisher feed · Published Aug 27, 2026

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纪要精选｜舜宇业务换挡，AI基础设施订单外溢｜晨间纪要精选

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