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xiumter8888🦈
下半年的行情会从存储行情转向光互连光通信模块,存储过热,一大批散户追涨,套牢盘过多,短期内不会拉升至上一轮最高点,这一轮存储至少套散户2-3年,下一轮高点有望在2029年之前再次突破,光通信关注aaoi和cohr
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