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。
视频开始35秒后，萨吉德·阿克拉姆离开了桥上的射击位置。
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Across the board, the S26 family is powered by Qualcomm’s Snapdragon 8 Elite Gen 5 for Galaxy chip and runs Android 16 with One UI 8.5. Samsung is also doubling down on Galaxy AI features like Now Brief, Now Nudge and upgraded Circle to Search, positioning the new phones as more proactive assistants than before.
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Premature fundraising often leads to premature scaling — one of the leading causes of startup failure.