扛把子纪要｜电池储能延续景气，光模块与企业AI抬升弹性

from 投研随身听 · host 慢研播客

本期聚焦七家公司。新能源主线是宁德时代盈利稳定、比亚迪国内份额修复和阳光电源储能量利齐升；科技主线是北方华创研发与订单能力、中际旭创高速光模块需求，以及腾讯企业AI商业化提速；消费端跟踪贵州茅台的渠道价差与回款变化。

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扛把子纪要｜电池储能延续景气，光模块与企业AI抬升弹性

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