vite:import-analysis fails on large files

## Describe the bug

Starting in Vite 8.1.1, the dev server crashes with a parse error on a pre-bundled dependency when `@vitejs/plugin-react` is used alongside `@rolldown/plugin-babel` with `reactCompilerPreset`. Vite 8.1.0 works correctly.

## Error

```
[vite] Internal server error: Failed to parse source for import analysis because the content contains invalid JS syntax. If you are using JSX, make sure to name the file with the .jsx or .tsx extension.
  Plugin: vite:import-analysis
  File: /.../node_modules/.vite/deps/@tabler_icons-react.js
```

The error fires repeatedly (×60) on startup, suggesting the pre-bundled output for `@tabler/icons-react` contains syntax the import-analysis step cannot parse.

## Reproduction

`vite.config.ts`:
```ts
import babel from "@rolldown/plugin-babel";
import react, { reactCompilerPreset } from "@vitejs/plugin-react";
import { defineConfig } from "vite";

export default defineConfig({
  plugins: [
    react(),
    babel({ presets: [reactCompilerPreset()] }),
  ],
});
```

Any file importing from `@tabler/icons-react`:
```ts
import { IconHome } from "@tabler/icons-react";
```

## Steps to reproduce

1. Set up a Vite project with the config above
2. Install `@tabler/icons-react`, `@vitejs/plugin-react@6`, `@rolldown/plugin-babel@0.2.x`, `babel-plugin-react-compiler`
3. Run `vite dev`
4. Dev server fails immediately with the error above

## Expected behavior

Dev server starts normally (as it does with Vite 8.1.0).

## Actual behavior

`vite:import-analysis` fails to parse the pre-bundled `@tabler_icons-react.js` output.

## Environment

| | |
|---|---|
| Vite | 8.1.1 (works on 8.1.0) |
| `@vitejs/plugin-react` | 6.0.3 |
| `@rolldown/plugin-babel` | 0.2.3 |
| `babel-plugin-react-compiler` | 1.0.0 |
| `@tabler/icons-react` | 3.44.0 |
| Node | 24.x |
| OS | macOS arm64 |

## Workaround

Pin `vite` to `8.1.0`.

## Notes

`@rolldown/plugin-babel` excludes `node_modules` by default via `DEFAULT_EXCLUDE = [/[/\\]node_modules[/\\]/]`, but `reactCompilerPreset` uses a *code-based* filter (`/forwardRef|memo|…/`) rather than a path filter. `@tabler/icons-react` uses `forwardRef` extensively and matches this filter. Suspect something changed in 8.1.1 in how the optimizer environment is configured such that the preset's `applyToEnvironmentHook` (`env.config.consumer === "client"`) now matches during dep pre-bundling, where it did not in 8.1.0.

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