决定何时卖MU，取决每个人认为HBM何时供给大于需求。如果认为下半年，那现在就要卖掉。如果认为是2027，那就等下半年卖

来源: 三心三意于 2026-02-11 13:12:53 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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