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宝,醒了没?
#AI需求支撑存储市场,芯片股行情反复 一句话总结
AI提供需求底、长期空间,改变了存储的需求结构,但没有消灭存储的周期属性。行情反复,本质就是:成长估值预期 VS 周期供需拐点、算力路线变化、宏观利率之间持续博弈。
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