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$纳斯达克(.IXIC)$OpenAI 一家的短期数据，根本不会改变 AI 基建的长期需求，包括算力、内存、存储、光互联、电力等等，更不会影响产业链上公司的基本面，大的趋势没有任何变化。
市场涨多了就要跌，跌多了就要涨。

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