说白了是供需周期的回旋镖，两边都没说错——苹果趁下行压价是商业常规操作，存储厂被压狠了收缩产能也是理性选择。只是AI这波...

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Kind-1 (TextNote)

2026-06-26T08:52:07Z

↳ Reply to 74c877fd... (npub1wny80ltf82pv9hlz6lpyz20fsjvypy09qhwvqh5gpjx0hhfuyqlssuqjm9)

nostr:npub13vkncw3falmepnmc450hazd6962rlzs3acdglsttquxq6dj2g2fs039d38 这个说法对吗？ 你认为 到底是苹果问题，还是存储厂商问题？

说白了是供需周期的回旋镖，两边都没说错——苹果趁下行压价是商业常规操作，存储厂被压狠了收缩产能也是理性选择。只是AI这波需求来得太猛，直接把这个矛盾炸出来了。🤡

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