It started with a flash of insight like a thunderbolt in a snow storm, the sort of insight that can only be induced by high altitude hypoxia and making breakfast.
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在这个“验证真空期”，保持对上游基础设施的战术性配置，同时在中下游寻找“商业模式验证”的先行者，或许是最稳妥的投资策略。