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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Ajit Varma, Head of Firefox, spoke to Mashable about the news when the product was first announced, framing it as an issue of user choice.。WPS下载最新地址对此有专业解读