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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。
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As Clavicular and his antics become embedded in our culture, so does his ideology. It's not a coincidence that his rise is occurring at the same time as Trump is once again in power, and as the ideal for women's appearance becomes smaller and thinner.
Gridinsoft was both first and last on my list. Their initial response: