从“信仰配置”转向“套利配置”。投资者不再无脑持有英伟达，而是将目光投向“铲子中的铲子”—— HBM存储（如SK海力士）、CoWoS封装设备、高速光模块等环节。这些环节的需求刚性更强，竞争格局更优，受行业波动的影响相对较小。
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，这一点在同城约会中也有详细论述
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Following Samsung’s Unpacked event, the Samsung Galaxy S26 is available for pre-order, and it looks very familiar. That is not necessarily a bad thing. Like recent updates in the Galaxy S line, Samsung is refining its flagship rather than dramatically reinventing it.，推荐阅读Safew下载获取更多信息