回忆乱了
08-30
$台积电(TSM)$
2026 年底之前订单已经全部满载，而且先进制程涨价已经 price in，短期看，这股子劲儿差不多到头了，接下来怕是要在高位晃悠好长一阵子，不怎么动弹了。
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蒋莎莎
09-01
蒋莎莎
太棒了
什么也没有了～
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