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。
Republicans in the Senate are expected to reject a resolution backed by the Democrats that would prevent Donald Trump from continuing the Iran war, with the majority leader, John Thune, arguing the president was “acting in the best interest of the nation”.
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Фото: Alexander Manzyuk / Reuters