从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。
Photograph: Simon Hill
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第四章 居民会议和居民代表会议。搜狗输入法2026对此有专业解读
In a case filed Feb. 13, the electric vehicle giant claims that the department "wrongfully and baselessly” labeled Tesla a “false advertiser,” and argues that the department did not effectively prove that customers had been led to believe the vehicles could be operated without human oversight.，推荐阅读Line官方版本下载获取更多信息