是囿于一时一事的得失,还是着眼打基础、利长远的实绩?
NASA leaders argued that it makes more sense to uncover problems and practice operations close to home, in Earth orbit, rather than discovering them for the first time while attempting a landing on the moon. If the faster launch tempo holds, Artemis IV and Artemis V together could give NASA two opportunities in 2028. Officials stressed that the timeline still depends on hardware readiness and safety reviews.
。safew官方版本下载对此有专业解读
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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。