Мерц резко сменил риторику во время встречи в Китае09:25
In that, FATHER MOTHER SISTER BROTHER invites us not only to see ourselves in these families for better or worse, but to imagine what might exist in the lives of our loved ones once they've closed the door and the visit has ended.
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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。
2. 环境准备（macOS 本地）