另一方面,从公司发展的角度来看,慢也是快。在我们看到月之暗面迟迟未能“摘IPO”的同时,其已经成为国内晋升最快的“十角兽”企业。
He says he was drawn to reinventing Slazenger because of its "interesting history", but that his generation didn't know what it stood for.
,这一点在safew官方版本下载中也有详细论述
展望长期,两个关键变量值得关注。一是国产存储厂商(长鑫存储、长江存储)的产能提升能否平抑价格。目前看,在LPDDR5X等高端领域,国产渗透率尚低,短期内难以撼动定价权。二是端侧AI能否真正普及,证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利,后续换机动能将进一步枯竭。
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