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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。
That the league’s top defense was able to punctuate this moment, more than a decade in the making, with an interception as the Super Bowl XLIX hero Malcolm Butler looked on made the Seahawks’ revenge all the sweeter. “They lived up to the Dark Side today,” the Seattle head coach, Mike Macdonald, said of his defense. “It’s going to go down in the history books.”