群智咨询执行副总经理兼首席分析师陈军算了一笔账:“以12GB+256GB的内存为例,2025年第三季度价格是45美元左右,预计2026年第三季度价格预计为85美元左右,内存价格会增加40美元。对终端厂商而言,价格相当于多加了一块之前的内存。”
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在缺乏刚需应用场景的当下,所谓的普通人入局,就可能演变为一场由高管天团操盘、针对社会散户的资产折旧风险分摊,甚至可能是第一波韭菜的精准收割。
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"We would basically take a screenshot of that house or residence and shoot it over to John and say 'would this house have these bricks inside?'" says Squire.
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