衡量一个公司的真正水平,就是要看在整体行业面临挑战时,它到底能比对手们表现出何种能力。撰文|赵卫卫需求已经跑到了物理极限的边界,而供应还在路途中颠簸,从缺算力到缺电力,又从缺内存开始过渡到了缺液冷,这是2026伊始AI科技行业面临的窘象。内存暴涨之后,小米2025年第三季度手机毛利率继续下滑降到11.1%,苹果则预计2026年第二财季会对毛利率有更大影响,科技行业的目光都集中在了终端设备与基础设施...
Source Link衡量一个公司的真正水平,就是要看在整体行业面临挑战时,它到底能比对手们表现出何种能力。撰文|赵卫卫需求已经跑到了物理极限的边界,而供应还在路途中颠簸,从缺算力到缺电力,又从缺内存开始过渡到了缺液冷,这是2026伊始AI科技行业面临的窘象。内存暴涨之后,小米2025年第三季度手机毛利率继续下滑降到11.1%,苹果则预计2026年第二财季会对毛利率有更大影响,科技行业的目光都集中在了终端设备与基础设施...
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