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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If you’re looking for a mattress larger than a king or California king, you’ll need to reach out to your preferred mattress company or a mattress retailer to see what they offer. Before you purchase a custom-made or extra-large bed, however, keep in mind mattress “musts,” like your sleeping position and ideal level of support and firmness, and the fact that your choices may be more limited. You’ll also need to be more creative when finding sheets that will fit an extra-large or custom-made mattress.
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