在地处热带的冈比亚中河区广袤原野上，炽热的阳光照耀着一片无垠的金色海洋。微风拂过，稻穗轻轻晃动，稻叶沙沙作响。看着眼前的马鲁奥农场，农场主穆萨·达博欣喜不已：“这预示着又一个丰收季节。”
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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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Sign up for our Tech Decoded newsletter to follow the world's top tech stories and trends. Outside the UK? Sign up here.，这一点在爱思助手下载最新版本中也有详细论述
Every Tuesday, Guardian rugby writer Robert Kitson gives his thoughts on the headlines, scrutinises the latest matches and provides gossip from behind the scenes in his unique and indomitable style. See the latest edition here.