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3月12日【盘前】激光雷达：禾赛业绩超预期；英伟达GTC大会；机器人：动作捕捉；M对加拿大钢铝关税加到50%；【机器人、算力、涨价、军工：北方长龙、华为链、AI手机；AIDC；涨价概念；比亚迪、爱美客】
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