扛把子纪要｜中际旭创供应韧性、阳光电源推进SST，AI基础设施与资源供给

from 投研随身听 · host 慢研播客

本期围绕AI基础设施和资源供给展开，跟踪光模块、数据中心电源、云厂商资本开支、晶圆制造、半导体设备、铜矿和煤炭的最新变化。所有判断均来自本期纪要材料。未使用外部信息。

Episode metadata supplied by the publisher feed · Published Aug 16, 2026

Embed this episode

Attribution link and audio player

Ready to play

扛把子纪要｜中际旭创供应韧性、阳光电源推进SST，AI基础设施与资源供给

0:00 6:43

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Similar Episodes

No similar episodes found.

This episode is 6 minutes long.

This episode was published on August 16, 2026.

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!