Мощный удар Израиля по Ирану попал на видео09:41
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"We don't know where they go, but they disappear for about 10 days, and then they'll come back again. And without the CCTV, we never knew that."
而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。