纪要精选｜算力链延伸、锂供给后移与肿瘤疫苗突破

from 投研随身听 · host 慢研播客

本期直接提炼八组变化。大模型收入披露受到口径切换干扰，算力租赁价格仍在走强；英伟达产业链的景气向光互连、定制芯片、液冷和供电架构扩散。美债与黄金出现同涨，锂矿新增供给继续后移。布鲁可海外动销、华东黄金珠宝和个体化肿瘤疫苗也出现新的业务信号。

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纪要精选｜算力链延伸、锂供给后移与肿瘤疫苗突破

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