人工智能硬体投资的热潮尚未结束。尽管韩国记忆体股票面临挑战，中国传统记忆体晶片因在电子中介产品中占据主导地位且技术门槛较低，加上受到地缘政治的直接风险较小，展现出强劲的投资潜力。

人工智能的发展衍生出对核心电力基础设施的庞大需求，尤其是资料中心所带动的能源消耗。此外，亚洲具备庞大的制造业基础与成本优势，投资当地的机器人公司能实际参与人工智能在工业领域的应用发展。

随著市场对人工智能交易的热情出现波动，投资者应寻找与大盘及AI关联度较低的板块。金融服务业（特别是银行）和医疗保健领域的生物技术公司，将成为资金从高估值科技股撤出时的理想资金避风港。

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.