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   LaLiga - RCD Mallorca vs Real Madridepaselect epa12869074 Real Madrid's Kylian Mbappe (R) in action against Mallorca's Pablo Maffeo (L) during the Spanish LaLiga soccer match between

本开支上修、产业链技术持续迭代，市场对A股北美算力产业链的景气预期也在持续升温，从而带动北美算力行情持续演绎。　　从历史数据来看，过去3年国内和海外AI上市公司股价指数整体持续呈现强映射关系；而AI产业链内部，近期全球映射向更多细分方向扩散[1]。除了光通信硬件（PCB、光模块、光纤光缆、交换机、高速铜缆等）以外，半导体芯片（存储、CPU、端侧芯片、模拟芯片、材料设备、封测、代工）、AIDC基建（

ppe (R) in action against Mallorca's Pablo Maffeo (L) during the Spanish LaLiga soccer match between RCD Mallorca and Real Madrid, in Palma de Mallorca, Balearic Islands, Spain, 04 April 2026. EPA/MI

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