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会飞的鱼flyfish
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黄仁勋说AI建设才刚刚开始,股市下跌,你应该感到兴奋,因为你又可以花相对便宜的价格买到了。
而AI建设里,唯一有明显护城河,订单排到几年后的,成本占比50%的就是DRAM了,你还在慌什么
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