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。
据悉，王力宏此行并非走马观花。除参观了比亚迪核心技术展区外，他还重点体验了仰望U9、方程豹硬派车型。
。Line官方版本下载对此有专业解读
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"But you know linear television is doomed, and everyone's ratings are going down, right? I'm sorry, what's that? Our ratings were up seven percent? Over the same speech last year?You know what I think is going on? People may not like watching Trump, but they do like watching me not like watching Trump."