GAP DOWN之后才能看出哪个板块的强势。半导体的热点从AI相关转移到本土基础制造业上来了。内存也是下一代AI的支点。

来源: HBW 于 2026-01-20 08:57:06 [旧帖] [给我悄悄话] 本文已被阅读：次

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