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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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"But now I've been staring at it a lot more, and I think others will be joining us and staring at the Moon a lot more as there will be humans flying around the far side and that is just good for humanity."
"Building even a modest lunar habitat to accommodate a small crew would demand megawatt-scale power generation. Solar arrays and batteries alone cannot reliably meet those demands," suggests Dr Sungwoo Lim, senior lecturer in space applications, exploration and instrumentation at the university of Surrey
I have another layer with the FN keys and a bunch of macros to send characters that don't have their own keycodes, like em dash and en dash and bullets. I have Unicode macros on one side of the keyboard—for Linux and chromeOS—and alt-code macros mirrored on the other half of the keyboard for Windows.