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。
First, Apple prognosticators like Mark Gurman at Bloomberg have predicted that Apple will make several announcements in the days leading up to March 4, and Cook has now seemingly confirmed these rumors. All eyes will be on Apple come Monday, March 2.
，详情可参考搜狗输入法2026
Davidson later told Variety he had felt a "wave of shame and embarrassment" afterwards. "The most offensive word that I ticked at the ceremony, for example, is a word I would never use and would completely condemn if I did not have Tourette's."，这一点在safew官方版本下载中也有详细论述
Lex: FT’s flagship investment column，这一点在safew官方下载中也有详细论述
Mr Duffy's directive came as a surprise following recent turmoil in Nasa after Mr Trump's administration announced cuts of 24% to Nasa's budgets in 2026.