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三星与英伟达合作加速研发下一代NAND闪存 2月A股双主线曝光：AI与黄金！这些龙头股正在大涨！

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中信建投：高景气推动全球科技股共振大涨，投资者情绪进入高涨区_蜘蛛资讯网

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CB/CCL等为核心，一季报和全球半导体大涨推动A股半导体板块近期已出现大幅上涨，五一节后AI算力链可能高开并交易拥挤，仍为中长期配置核心但短期追涨风险上升。　　2）能源安全：高油价下油气生产等上游环节直接受益，煤化工、煤炭等板块在地缘政治不确定性环境下，短期仍受供给约束与避险情绪催化，加之国际油价高位运行，煤化工路线的成本优势有望逐步兑现业绩。　　3）景气上行：全球需求叠加技术进步，新能源产

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老铺黄金现涨近8% 摩根大通重申“增持”的投资评级美预测平台押注马斯克明年之前成为万亿美元富翁的概率达82%

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