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$SNDK 你们是不是都搞不懂为什么闪迪会跌啊?我给你们说说吧,就是头部Ai公司的利润太低了,然后头部的这些Ai公司都在削减自己的Ai资本开支,闪迪美光最大的客户是谁呢?毫无疑问是现在这些搞Ai的公司啊,现在这些头部公司都在削减自己的Ai资本开支那我问你,你闪迪跟美光的产品卖给谁?产品卖少了是不是销售额就下降了?销售额下降了是不是就要提前抢跑了?
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