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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，这一点在heLLoword翻译官方下载中也有详细论述
Of course, the glue code also has runtime costs. JavaScript objects must be allocated and garbage collected, strings must be re-encoded, structs must be deserialized. Some of this cost is inherent to any bindings system, but much of it is not. This is a pervasive cost that you pay at the boundary between JavaScript and WebAssembly, even when the calls themselves are fast.
美东时间周三盘后，在英伟达财报电话会上，公司CEO黄仁勋表示，公司仍在持续开展股票回购和股息分红，并将在年内寻找合适的时机，把握独特的投资机会，推进相关资本运作。他还指出，生态系统投资将始终是公司资本配置的核心环节，同时我们也会持续推进战略投资。（财联社）