扛把子纪要｜华润置地韧性延续，储能加速、AI等待兑现

from 投研随身听 · host 慢研播客

华润置地看商业运营与开发修复；宁德时代、阳光电源看储能；美光科技、腾讯控股看AI算力与应用兑现；美的集团看空调竞争格局。近几期都在反复出现的关键词是：AI算力、储能商业模式、地产分化。今天把这三条线拧在一起，重点看六家公司。

Episode metadata supplied by the publisher feed · Published Aug 18, 2026

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扛把子纪要｜华润置地韧性延续，储能加速、AI等待兑现

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