这一环节的优势十分突出，技术垄断性强、行业集中度高，现金流稳定，风险相对较低——无论下游“淘金客”成败，都离不开硬件工具的支撑。但风险同样不容忽视：技术迭代可能颠覆现有硬件需求，且过度依赖资本循环，若下游融资断裂，订单规模或将大幅缩水。
{ 24, 10, 12, 26, 35, 47, 49, 37 },
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，更多细节参见91视频
“Not every store will disappear, but there will be a dramatic shift,” Tim Steiner said at the height of the Covid pandemic, when shopping from the sofa became the only option for many.
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