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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。。搜狗输入法2026对此有专业解读
Currently, AI Mode exists as a separate interface that users must access intentionally, but the trajectory is clear. Google has indicated that AI-generated answers will eventually become a more prominent part of standard search results. While they've walked back statements about making AI Mode the default search experience after initial concerns, the long-term direction remains toward greater AI integration. Traditional search results won't disappear, but AI-generated summaries will occupy increasingly valuable real estate on search result pages.，更多细节参见旺商聊官方下载
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