人工智能硬體投資的熱潮尚未結束。儘管韓國記憶體股票面臨挑戰，中國傳統記憶體晶片因在電子中介產品中佔據主導地位且技術門檻較低，加上受到地緣政治的直接風險較小，展現出強勁的投資潛力。

人工智能的發展衍生出對核心電力基礎設施的龐大需求，尤其是資料中心所帶動的能源消耗。此外，亞洲具備龐大的製造業基礎與成本優勢，投資當地的機器人公司能實際參與人工智能在工業領域的應用發展。

隨著市場對人工智能交易的熱情出現波動，投資者應尋找與大盤及AI關聯度較低的板塊。金融服務業（特別是銀行）和醫療保健領域的生物技術公司，將成為資金從高估值科技股撤出時的理想資金避風港。

The investment boom in artificial intelligence hardware is far from over. While Korean memory stocks face challenges, Chinese legacy memory chips demonstrate strong investment potential due to their dominance in intermediate electronics, low technological barriers, and limited direct geopolitical risks.

The advancement of artificial intelligence has created massive demand for core power infrastructure, driven primarily by the energy consumption of data centers. Additionally, with Asia's vast manufacturing base and cost advantages, investing in regional robotics companies offers practical exposure to AI applications in the industrial sector.

As enthusiasm for artificial intelligence trades fluctuates, investors should seek sectors with low correlation to the broader market and AI. Financial services, particularly banks, and biotechnology companies in the healthcare sector, offer ideal safe havens for capital rotating out of high-valuation technology stocks.