半导体公司股票上涨的上限在于四大公司 (msft. Googl, aman, meta) 的 capex, capex 大概 30%成为内存公司的收入，capex 的上限在于四大公司的经营现金流，经营现金流的年增长率会因为大数定理而下降到 15%以下。这还是比较乐观的情况。
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