周度纪要总结｜AI证据更强，资金开始寻找缺货

from 投研随身听 · host 慢研播客

本周最重要的变化，不是AI逻辑结束了，而是市场开始把算力总量叙事拆成一个个可以检查订单、价格、良率和交付的环节。AI的产业证据在变强，资金对高拥挤资产的耐心却在变弱。本期从13篇晨晚研究日报和240篇原始纪要中提炼五条主线：云厂商需求、AI硬件缺货链、国产存储扩产、顺周期供给约束，以及制造业公司口径与渠道口径的冲突。节目最后给出下周五项验证清单。信息截止：2026-08-02。本节目仅供研究与学习，不构成投资建议。

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周度纪要总结｜AI证据更强，资金开始寻找缺货

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