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Yuvi.
$AVGO，AI硬件股的上涨接下来需要什么证据？周一AI行情带动纳指走高，市场仍在给基础设施需求更高权重；真正的持续性要看订单、毛利和客户集中风险。若需求增长转成现金流，我会认可估值扩张；若资本开支增速快于回报、长端利率抬升，股价可能先于业绩回调。
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