纪要精选｜旺季排产升温，AI硬件与周期供给共振

from 投研随身听 · host 慢研播客

行动教育公开中报保持增长，宁德时代排产与碳酸锂去库同向改善，燕京啤酒继续由U8拉动；AI硬件呈现分环节接力，煤炭与航运获得供给端支撑，割草机器人关注欧盟终裁与本地化能力。

Episode metadata supplied by the publisher feed · Published Aug 15, 2026

Embed this episode

Attribution link and audio player

Ready to play

纪要精选｜旺季排产升温，AI硬件与周期供给共振

0:00 5:21

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Similar Episodes

No similar episodes found.

This episode is 5 minutes long.

This episode was published on August 15, 2026.

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!