纪要精选｜算力交付提速，消费与能源利润分化

from 投研随身听 · host 慢研播客

本期整理十组变化：国产算力整柜采购、光互联交付、液冷扩产、高端白酒分化、煤炭供应收缩、油运与炼化利润分化、华东调味品改善，以及劲方医药临床进展、甲骨文GPU续约和中国生物制药股权收购。保留私人纪要的具体数据，并点明印尼产量转写和利润增厚口径问题。

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纪要精选｜算力交付提速，消费与能源利润分化

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