纪要精选｜现房销售重塑周转，液冷与超节点走向交付

from 投研随身听 · host 慢研播客

本期提炼七组具体变化。现房销售倾斜拉长房企资金周期，装配式建筑的工期价值上升；人工智能算力需求开始体现为液冷备货、超节点交换芯片和数据中心供电需求；生猪母猪淘汰进入实际执行，牛磺酸报价受到检修、原料和补库共同推动；紫金龙净的绿电与电动矿卡开始形成新增利润来源。

Episode metadata supplied by the publisher feed · Published Aug 30, 2026

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纪要精选｜现房销售重塑周转，液冷与超节点走向交付

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