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书名：日本在《马关条约》签订日再闯台海|作者：笑无语|本书类别：古言|更新时间：00:58:27|字数：3896字

风险偏好下降，高估值标的将面临较大的回调压力。同时，国产替代是一个长期的高确定性事件，容易被短期过渡定价，不宜过分短期追高。　　二是产能释放不及预期的风险。国产算力的核心瓶颈在于供给端，先进制程的制造并非简单的工厂“复制粘贴”，且本轮扩产国产设备占比较高，若国内晶圆代工厂的先进制程良率爬坡不及预期，或先进封装产能扩充受阻，将直接影响算力芯片的交付节奏，导致业绩兑现滞后。　　三是外部地缘政治与制裁风

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