纪要精选｜涨价、放量与供给收缩

from 投研随身听 · host 慢研播客

本期提炼十组具体变化。AI硬件的增量从功率器件、先进封装和PCB，继续传向光模块、检测设备、电容与系统组装；潍柴动力的数据中心电源路线升级，玖龙纸业与山鹰国际启动箱板纸提价；鱼油供给收缩加快藻油替代，沛嘉医疗反流瓣延续放量。

Episode metadata supplied by the publisher feed · Published Aug 10, 2026

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纪要精选｜涨价、放量与供给收缩

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