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Yuvi.
$VRT所处的电力与散热环节受益于数据中心扩建，但项目周期和客户预算决定兑现速度。周五AI估值担忧扩散到科技股，基础设施公司也要面对取消和延期风险。若订单积压转为收入、回款改善，硬件需求有实证；若项目延迟或客户集中削减资本支出，订单能见度会快速下降。
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