2000亿天孚通信，该如何消化估值泡沫？

现在的AI行情，早就不是全员普涨的时代了，板块分化极其严重。当下市场极其挑剔，财报稍微不及预期会大跌，就算业绩超预期，只要增速不够炸裂，照样难逃回调。 $天孚通信(300394)$

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