It’s time to pull the plug on plug-in hybrids
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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There are software improvements too, with video features being the most tangible upgrade, among more AI-assisted photo editing tools. Super Steady video has been upgraded to a 360-degree horizontal lock. This camera mode uses the S26’s gyroscopes to maintain a consistent horizon even as you rush to chase a pet or family member while recording, or to capture snowboarding buddies. (There’s always a snowboarding example when a company mentions horizontal lock.) It’s nice to see a feature we’re used to finding on gimbals and action cams built into an unashamedly mainstream phone like the S26.，这一点在快连下载-Letsvpn下载中也有详细论述
(logging all transactions) or filling in pre-printed forms such as receipts