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一只“AI蝴蝶”扇动翅膀，如何让“非洲手机之王”业绩遭遇飓风？_蜘蛛资讯网

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题机会！　　来源：国际金融报　　巴西的一只蝴蝶扇动翅膀，或许会在遥远的德克萨斯引发一场飓风。这一经典的“蝴蝶效应”正在全球半导体产业链中真实上演。　　当前，AI需求的爆发式增长，彻底重构了芯片行业的供货体系与产能布局，直接挤压了传统存储芯片的生产空间。　　连锁反应一路传导至下游，最终让手机行业成为存储芯片涨价潮中最直接的承压方，深耕新兴市场的传音控股更是首当其冲。　　1月29日晚间，传音控股（68

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