扛把子纪要｜联想订单能见度跃升，AI基础设施扩散与需求底部分化

from 投研随身听 · host 慢研播客

本期聚焦联想集团的服务器订单与利润改善，并跟踪中际旭创、北方华创和药明康德承接AI投入的路径；贵州茅台与保利发展仍需等待消费和地产需求进一步确认。节目信息均为指定纪要材料口径。

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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扛把子纪要｜联想订单能见度跃升，AI基础设施扩散与需求底部分化

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