纪要精选｜云业务加速，硬件外溢与消费链分化

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海外云业务继续加速，算力需求从GPU外溢至存储、CPU和被动元件；国内出行、乳业、两轮车、汽车与高端消费则呈现明显分化。节目保留公开季报和监管公告中的必要数据，渠道经营信息只作方向性表述。

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纪要精选｜云业务加速，硬件外溢与消费链分化

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