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。
"I told him not to participate. Things can happen at protests," she told the BBC. But Shreeyam was deeply engaged with politics, his father said. "He said corruption had hollowed out [Nepal]. He was far more informed than I was."
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dropped (never to be recovered) with the actual