相关机构表示，本轮行情的爆发背后是“强地缘冲突”与“低估值高分红”双重逻辑的共振。首先，从供给端看，霍尔木兹海峡作为全球能源贸易的“咽喉”，其运输受阻将直接冲击全球约20%的原油供应，这种硬缺口在短期内难以通过其他渠道弥补，为油价提供了强有力的上行支撑。在当前宏观不确定性加剧的背景下，具备避险属性且受益于通胀预期的上游资源品，正成为大资金配置的重点方向。此外，叠加OPEC+暂缓增产以及美国页岩油开采成本高企的因素，油气行业的高景气度有望在未来一段时间内维持。
目前我们看到，M5 Pro 的起步配置为 15 核 CPU + 16 核 GPU，最高可选配 18 核 CPU + 20 核 GPU 的组合：
，这一点在谷歌浏览器【最新下载地址】中也有详细论述
Sea is also trying to grow its AI use. Last month, the firm signed a partnership with Google to develop AI tools to its three business segments, specifically agentic AI shopping agents for e-commerce platform Shopee, AI-powered payments for its fintech division Monee, and AI-enhanced game development for its gaming wing Garena.
But those upgrade programmes are often slowed down by local objections.