圖像加註文字，黎智英正就國安案被判囚20年，由於欺詐刑期被撤銷，出獄時間有所縮減，但仍要服刑至2040年。原審：黎「刻意隱瞞力高的存在」
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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。
他說：「現實是，總統今後的貿易政策中，關稅仍將是重要一環。」