与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
With spring on the way, it's time to throw the windows open and get a fresh start. For the past two years, Amazon has launched its Big Spring Sale, a now annual event that brings major markdowns to warm-weather items ahead of the new season. While Amazon hasn't provided an official announcement for its 2026 spring sale, we suspect that it's coming soon.
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