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華西證券表示，AI手機滲透有望拉動相關SoC和DRAM芯片需求。疊加消費周期有望推動手機和PC換機周期。“AI手機”會成為本次展會的一大亮點。今年出貨的智能手機中將有5%具有人工智能功能，有分析公司預計，相關手機芯 |
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