投资 50 亿元,刘强东宣布造游艇
Audio company iFi just introduced a new DAC (digital-to-analogue converter) that's both smaller and lighter than its previous model, and only costs $59. The iFi GO Link 2 connects to a smartphone or other audio-playing device over USB-C and can instantly improve the listening experience on wired headphones.
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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。