
作者:成伯 来源:原创 发布日期:08-26

一 | 【TechWeb】苹果公司近期对中国大陆市场销售的iPad、Mac及Vision Pro产品价格进行了调整,其中,Mac产品线起售价涨幅显著,从900元至3500元不等;iPad系列起售价涨幅在800元至1800元之间;而Vision Pro的售价也从此前的29999元上调至31999元,涨幅达2000元。 Kharkiv, Ukraine — In a scene that is all too common, young boys buried their father, Yevgeny Hutnik, in Kharkiv on Sunday, 10 days after he died fighting against Russian forces in the eastern Donetsk region.His casket was lowered into the ground alongside other fallen soldiers from Kharkiv. The piece of land carved out for them at a cemetery continues to grow. In the short space of time CBS News was at the cemetery, two new bodies were brought to be buried, an almost daily occurrence. Ukraine never releases figures of their losses in the war against Russia. But in the three months since their counteroffensive kicked off, there appears to have been a sharp increase in casualties.

二 | 仅有9%的用户表示涨价不会影响其购买决策,将继续支持苹果产品。 一位网友的评论反映了普遍心态:虽仍青睐苹果,但将调整换机节奏,从以往的“一年一换”或“三年一换”,调整为两到三年换一次手机,五到六年换一次电脑,以应对持续的成本压力。 成本压力持续,内存涨价成长期趋势 分析机构Aletheia Capital在报告中指出,上游存储成本上涨是推动此次调价的关键因素。报告预测,2026年第三季度DRAM(动态随机存取存储器)均价预计将再涨30%,第四季度将继续上涨10%至15%。更深层的变化在于,随着AI算力需求爆发,内存在AI硬件系统中的价值占比预计到2027年将从目前的约40%升至超过70%。

三 | 这种供给侧的结构性失衡已非短期扰动,而是一项长期存在的行业趋势。

四 | 因此,消费级内存的涨价趋势仍将持续,不排除苹果后续根据成本变化进一步上调产品售价的可能。对于消费者而言,硬件涨价的压力可能会在较长时间内持续存在。
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Published on:07:40:19