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全球XPU龍頭庫存（百萬美元）-行業數據

全球XPU龍頭庫存（百萬美元）
全球XPU龍頭庫存（百萬美元）
AI 大幅拉動 GPU 需求，英偉達收入快速增長。盡管整體 PC 和普通服務器市場過去表現仍較一般，英特爾和 AMD 庫存去化速度平緩，但英偉達憑一己之力帶動整個 XPU 板塊庫存周轉天數大幅下降。
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全球XPU龍頭庫存（百萬美元）_第1頁
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全球XPU龍頭庫存（百萬美元）_第2頁
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全球XPU龍頭庫存（百萬美元）_第3頁
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全球XPU龍頭庫存（百萬美元）_第4頁
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全球XPU龍頭庫存（百萬美元）_第5頁
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全球XPU龍頭庫存（百萬美元）_第6頁
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全球XPU龍頭庫存（百萬美元）_第7頁
全球XPU龍頭庫存（百萬美元）_第8頁
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全球XPU龍頭庫存（百萬美元）_第9頁
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全球XPU龍頭庫存（百萬美元）_第10頁
全球XPU龍頭庫存（百萬美元）_第11頁
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全球XPU龍頭庫存（百萬美元）_第12頁
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全球XPU龍頭庫存（百萬美元）_第13頁
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全球XPU龍頭庫存（百萬美元）_第14頁
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全球XPU龍頭庫存（百萬美元）_第15頁
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全球XPU龍頭庫存（百萬美元）_第16頁
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
全球XPU龍頭庫存（百萬美元）_第17頁
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
全球XPU龍頭庫存（百萬美元）_第18頁
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
全球XPU龍頭庫存（百萬美元）_第19頁
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全球XPU龍頭庫存（百萬美元）_第20頁
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
全球XPU龍頭庫存（百萬美元）_第21頁
全球XPU龍頭庫存（百萬美元）_第22頁
全球XPU龍頭庫存（百萬美元）_第23頁
全球XPU龍頭庫存（百萬美元）_第24頁
全球XPU龍頭庫存（百萬美元）_第25頁
全球XPU龍頭庫存（百萬美元）_第26頁
全球XPU龍頭庫存（百萬美元）_第27頁
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全球XPU龍頭庫存（百萬美元）_第28頁
全球XPU龍頭庫存（百萬美元）_第29頁
全球XPU龍頭庫存（百萬美元）_第30頁
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全球XPU龍頭庫存（百萬美元）_第32頁
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全球XPU龍頭庫存（百萬美元）_第34頁
全球XPU龍頭庫存（百萬美元）_第35頁
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全球XPU龍頭庫存（百萬美元）_第36頁
全球XPU龍頭庫存（百萬美元）_第37頁
全球XPU龍頭庫存（百萬美元）_第38頁
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全球XPU龍頭庫存（百萬美元）_第40頁
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全球XPU龍頭庫存（百萬美元）_第44頁
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全球XPU龍頭庫存（百萬美元）_第45頁
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全球XPU龍頭庫存（百萬美元）_第46頁
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全球XPU龍頭庫存（百萬美元）_第47頁
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全球XPU龍頭庫存（百萬美元）_第48頁
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全球XPU龍頭庫存（百萬美元）_第49頁
全球XPU龍頭庫存（百萬美元）_第50頁
全球XPU龍頭庫存（百萬美元）_第51頁
全球XPU龍頭庫存（百萬美元）_第52頁
全球XPU龍頭庫存（百萬美元）_第53頁
全球XPU龍頭庫存（百萬美元）_第54頁
所屬報告： 長電科技-公司研究報告-集封測之大成擁抱全球化-240801（30頁）.pdf
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