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菠萝吹雪/long
对于投资者，不能单纯把Terafab当成“已经落地的利好”，后续重点盯三件事：正式协议里英特尔拿到的订单份额、18A/14A给特斯拉流片后的良率数据、Terafab厂房开工进度。代工赛道拼的从来不是一纸意向声明，而是稳定交付能力。
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