Traveling without a stop home for more than 3 weeks gets exhausting for me, I prefer doing more shorter travels instead
Lex: FT's flagship investment column
。新收录的资料对此有专业解读
凭借长期的赛道坚守与严谨的投研体系，郑晓曦聚焦半导体核心赛道，紧抓国产替代与技术突破机遇，以专业化布局挖掘产业链长期价值。
Spectre is a bug at the CPU level (software can’t fix it), and the author mentions that it is impractical to simply replace all CPUs susceptible to this.
钛动科技是一家少见的高利润AI企业。