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。
Witnesses in Kabul and Kandahar, the southern Afghan city, reported explosions and jets overhead until dawn, while the Taliban government said later that Pakistani surveillance aircraft were still flying over Afghanistan.
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Lovell was assigned to an aircraft carrier group flying Banshee jets off ships at night. It was a white-knuckle, high-wire business fit only for daredevils. But for Lovell, it was not enough.
（五）破坏依法进行的选举秩序的。