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。
The Egg Singularity and Custard Accretion Disk: While only omelettes are labelled for brevity, there are dozens of named dishes that could be stacked on top of the pure egg point, over easy, sunny side up, hard boiled, soft boiled, etc. From these a small tail of egg based dishes sneaks down the right side, each with some amount of milk added, often a variable or optional amount.，更多细节参见51吃瓜
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In his State of the Union address this week, Trump alleged that Iran posed a direct threat to the US and that the country was “working to build missiles that will soon reach the United States of America”. But that claim has not been backed up with evidence by the White House or the Pentagon, and US intelligence reports from just last year say that it would take Iran 10 years to develop an intercontinental ballistic missile that could reach the US.