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粑粑888
三星，海力士，是下游，上游是英伟达和美股ai大模型公司，巨头手里没钱了，拿这合同订单是虚的，循环融资，上杠杠，一旦融资受阻，直接影响终端厂商，股价随时大暴跌
Snapshot at Jul 29, 2026, 12:37
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