总的来说，2024年至今，AI算力基建与HBM技术革命成为新引擎，直接改写了传统周期逻辑。
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If the talks fail, there is uncertainty over what the US may do regarding a possible military attack against Iran, and when it might act. Questions remain over what this could mean for the wider region, with Iran warning it would retaliate and even attack Israel.
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