Evercore称，因交期延长，多家原始设备制造商（OEM）被指就同一项目向分销商和经纪商重复下单。
据 NS3 报道，Citrini 分析师 jukan 表示，将孤立的渠道状况外推至整个市场“高度不理性”。
Evercore：多家OEM被指重复下单
2026-07-09 06:16:04
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