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Yuvi.
$FIL看点是存储需求能否变成可持续付费，而非矿工规模本身。AI和数据中心投资热度很高，但订单、利用率和回款才是需求证据。若真实存储客户和续约率提升，供给扩张能转为收入；若容量增长依赖代币激励、客户付费不增，供给竞争反会压制收益预期。
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