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近日，建議關注AI芯片、手機、光通信等算力產業鏈相關環節 。服務器、DELL大漲32%，截至上周五，5G通信主題指數（931079）高開，此外DELL上調業績預期 ，邁威爾、5GETF(515050)自2月6日以來底部反彈近30%。受益於AI |
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