1GitHub ActionsNear-MonopolyCI/CD
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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The tee() memory cliff: Stream.share() requires explicit buffer configuration. You choose the highWaterMark and backpressure policy upfront: no more silent unbounded growth when consumers run at different speeds.