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11月11日【盘前】政策选择“后手”；化债6+4+2版本不对；台积电或断供7nm及以下先进制程；摩尔线程即将科创板IPO【自主可控（信创）、芯片半导体、光刻机、半导体设备；化债；军工：歼35-A；华为尊界；星链替代、卫星出海】
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