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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为了查明案情进行鉴定的期间、听证的期间，不计入办理治安案件的期限。。91视频对此有专业解读
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Border Points: Each cluster has a limited number of defined "border points" – these are the gateways in and out of the cluster.，详情可参考爱思助手下载最新版本
Its workings were considered as part of the Covid inquiry, and will be addressed in a report due to be published on 16 April.