纪要精选｜肿瘤疫苗跨过三期，国产算力向材料与设备延伸

from 投研随身听 · host 慢研播客

本期提炼七组发现：V940三期达到主要终点；海光信息收入高增但毛利率承压；AI覆铜板与先进封装同步扩产；MLCC由普涨转向结构性紧缺；兖煤澳大利亚经营稳定但利润受一次性项目扰动；工程机械与轮胎出口保持韧性；汽车零部件呈现总量偏弱、智能化增量较强的分化。

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纪要精选｜肿瘤疫苗跨过三期，国产算力向材料与设备延伸

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