EPISODE · Jun 27, 2026 · 7 MIN
苹果涨价——压垮AI存储泡沫的最后一根稻草？
from 深度
苹果全线涨价→KOSPI熔断、DRAM价格暴涨98%、"RAMageddon"存储通胀、英伟达HBM吞噬产能、三星6460亿美元+SK海力士294亿美元产能扩张、2028-2029供给洪流、需求端裂缝（手机-14%/PC-11.3%）、负反馈链路形成、SK海力士7月10日纳斯达克敲钟=巅峰即拐点
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苹果涨价——压垮AI存储泡沫的最后一根稻草？
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