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，国产硬件逐渐构筑起算力自主方案。华虹集团在先进制程上有不错的进展。民生证券研报称，以沐曦股份、摩尔线程为代表的微处理器企业上市进程加速，相关产业链公司有望显著受益，当前国产算力崛起趋势已相对确定，建议关注代工与封装企业的机会。

展趋势及客户需求进行前瞻技术布局，不断夯实竞争优势。（文章来源：证券日报）

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