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"There's a tremendous amount of succession planning happening at the moment. And there is the reality that the pipeline of 'ready-now' CEOs has decreased over the last several years," she says.
更关键的是，它们通过“资本闭环”深度绑定下游订单：英伟达投资OpenAI并获得长期采购承诺，台积电则凭借先进制程的垄断优势，锁定了所有主流AI芯片客户。