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纪要精选｜投研随身听·纪要精选 episode artwork

EPISODE · Aug 3, 2026 · 7 MIN

纪要精选｜投研随身听·纪要精选

from 投研随身听 · host 慢研播客

本期提炼八组具体变化。仕佳光子的光互联业务量价改善，泽璟制药首次实现半年度盈利，国产超节点的价值增量向液冷、交换和互联扩散；客车出口、天然色素、养殖、装饰原纸和生成式视频也出现值得跟踪的方向性变化。

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纪要精选｜投研随身听·纪要精选

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