Maxim Konovalov Co-founder, Nginx
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。。同城约会对此有专业解读
。同城约会对此有专业解读
Allow TikTok content?This article contains content provided by TikTok. We ask for your permission before anything is loaded, as they may be using cookies and other technologies. You may want to read TikTok’s cookie policy。搜狗输入法下载对此有专业解读
The 80386 die. The Protection Test Unit is highlighted in red.
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