存储厂商的周期特别明显，波动很厉害。这次因为AI 数据中心巨量需求，这个短缺和上涨周期会比较长的。建厂没那么快

来源: 桃花源里人家于 2026-01-11 14:39:43 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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