Simon Atkinson,Reporting from the Gold Coast
玻纤布是制造PCB和IC封装基板的上游核心材料。它的短缺，意味着从AI芯片的先进封装到消费电子的终端产品，整条半导体产业链都将承受成本上升和交期延长的压力。目前上游材料厂的订单排期已长达半年，下游PCB厂商则因AI需求迎来业绩高增长，而英伟达CEO黄仁勋据报道已亲赴日本拜访上游供应商以确保材料供应。终端芯片公司直接找到最上游的材料厂，这在半导体行业中极为罕见。此次玻纤布短缺引发的问题，到底有多严重？，这一点在黑料中也有详细论述
The new F1 season started in the way most fans expected. There was a lot of good, but plenty of bad.。谷歌对此有专业解读
Iran on Friday warned that it would strike US- and Israel-linked ships in the strait. Meanwhile, Saudi Arabia is diverting millions of barrels of crude to a port on its Red Sea coast, helping the world’s top exporter maintain some supplies.
综上所述，理想之所以制定了20%以上的销量目标，某种程度上可理解为李想将今年定位为"铺垫之年"——为下一轮高速增长蓄势。