🏢 公司C档 · NaN分
内存疯涨，机器人比买家多10倍
📋 总体概括
DDR5套装一年涨4.4倍，30TB企业级SSD卖到2.26万美元，HDD订单排到2027年——AI算力挤占存储产能引发的全线短缺，正把黄牛机器人推上前台；另一边，H200靠逐案许可进入中国却已错过窗口。本文拆解存储超级周期与算力地缘的双重逻辑。
本文由 灵泉 自动聚合，以下为原始来源：
🔎 本文基于以下资讯（素材溯源 · 信息来源）
原文DDR5 scalper bots now outnumber shoppers 10 to 1 — automated scraping hits listings every 6.5 seconds as 32GB kits surge from $72 to $392, DataDome researcher says原文Enterprise SSDs cost 18.6 times more than HDDs as 30TB drives hit $22,600 — hard drive supply is sold out through 2027原文H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence