扛把子纪要｜宁德排产走强，储能与AI硬件延续强现实

from 投研随身听 · host 慢研播客

宁德时代与阳光电源对应动力电池和储能景气，中际旭创对应AI资本开支与高速光模块需求。贵州茅台的渠道出清尚未结束，紫金矿业的边际变化主要来自铜金供需环境。本期聚焦五家公司，区分行业映射与公司事实。

Episode metadata supplied by the publisher feed · Published Aug 15, 2026

Embed this episode

Attribution link and audio player

Ready to play

扛把子纪要｜宁德排产走强，储能与AI硬件延续强现实

0:00 6:09

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 15, 2026.

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

URL copied to clipboard!