纪要精选｜云厂加码，AI硬件与出海链同步升温

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北美云厂支出仍强，需求继续向液冷、供电、光通信和耗材传导；与此同时，重卡与化工出口、空调渠道、新型烟草和茅台也出现边际变化。所有未明确标注公开依据的精确经营数字均已删除。

Episode metadata supplied by the publisher feed · Published Aug 5, 2026

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纪要精选｜云厂加码，AI硬件与出海链同步升温

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