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字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，看好国产AI算力设施的加速突破。　　中信证券研报称，市场风格维持高位震荡，仍围绕科技主线，风格偏向半导体板块展开交易。从催化因素和时序上看，下半年通常是国产科技行业的技术发布、新品迭代的密集周期，半导体、AI应用、AI算力等方向确定性持续增强。　　受益于AI浪潮来袭，半导体行业业绩也在加速释放。中原证券研究所指出，在上半年，半导体行业（中信）实现

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