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美光今日下跌4.71%，三星交出创纪录季度却仍不及投资者预期，反而点燃"AI存储需求见顶"的担忧，拖累整个内存板块。SK海力士登陆美股加剧竞争，外媒追问"美光与闪迪是否要为此埋单"。此前的乐观业绩指引与眼下的杀跌形成撕裂。连创纪录的季度都无法托底，存储超级周期是否已过拐点？

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