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9月14日【盘前】粉笔路演的瓜；华为5.5G：LCP、陶瓷滤波器；存储涨价：NAND、DRAM；欧盟对新能车反补贴调查；iPhone12辐射超标；暂停量化？上海微电子中标光刻机？不，用于封测【先进封装、污水处理、假期经济】
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