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Yuvi.
$MU
AI服务器拉动高带宽存储，美光的盈利弹性还在扩大吗？
供需紧张会改善产品结构和定价，收入增长可更快传导至利润。若库存周转与毛利率继续改善，周期上行仍有支撑。
若扩产过快导致库存重新累积，我会下调周期判断。
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