目前情况看，上修资本_老虎社区_美港股上老虎

目前情况看，上修资本支出短期利好设备股，情绪影响大概3天左右，但对台积电自身不利。核心问题还是毛利率，周期尾声一般在美光、台积电上修资本支出时发生，尤其是存储建厂 $台积电(TSM)$

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