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。
FT Professional
@OptIn(ExperimentalForeignApi::class)，详情可参考同城约会
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In his first year back in office, Trump has cracked down on immigration by narrowing legal pathways for migrants, restricting visa processing for nationals from 75 countries, and enacting sweeping deportation campaigns in U.S. cities.
"He's finding his own way, isn't he? It's not like it's just because of his mum and dad. He's doing his own thing, which is lovely. And he's he seems quite good at it, so it's good to support him."。关于这个话题，WPS官方版本下载提供了深入分析