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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Commercial considerations will shape AI search evolution as platforms figure out monetization beyond subscriptions. We're already seeing early experiments with citations including affiliate tracking, sponsored placements in AI responses, and premium content partnerships. The specific implementations will evolve, but the trajectory toward commercial integration seems certain.