纪要精选｜算力强景气下的九处分化

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本期提炼九组变化。算力硬件需求仍强，但光模块技术壁垒、磷化铟供给、云厂商融资和国产交换芯片进度已经出现分化；消费、创新药、生物油、检测与红外也各有明确的业务变化。

Episode metadata supplied by the publisher feed · Published Aug 8, 2026

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纪要精选｜算力强景气下的九处分化

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