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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If you’ve been thinking about investing in a serious portable power station, there couldn't be a better time to do it. As of Feb. 26, the Jackery Explorer 2000 v2 is on sale at Amazon and it's discounted by more than $400. This deal takes the price down from $1,199 to $779.