Мерц резко сменил риторику во время встречи в Китае09:25
"From there, we began exploring ways to improve their properties by introducing natural and abundant components such as starch, and also a biodegradable polymer with remarkable mechanical features. This also opened the opportunity to integrate nanoclays, like bentonite, which can enhance the film's strength and barrier performance.，更多细节参见PDF资料
听起来，简直就像一个公司组织架构，唯一的区别就是，所有的员工都是AI。，更多细节参见PDF资料
产业层面，AI算力基建进入加速落地期，全球云厂商大幅上调资本开支，800G/1.6T光模块需求爆发，光纤光缆因供需错配迎来涨价周期，上游光芯片、光器件供给偏紧，行业景气度从硬件制造向全产业链传导，通信设备行业业绩兑现能力持续增强，龙头企业订单饱满、产能利用率维持高位，为板块上涨提供坚实基本面支撑。