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Linda
· 2M
【三星存储部门漫天要价,苹果照单全收——#Galaxy S26被迫采用50%美光存储芯片# 】三星半导体部门以100%涨幅向苹果报价并被当场接受,由此确立定价权,并对内部移动业务部门同步涨价。手机部门为保供应引入美光,Galaxy S26初期量产所需LPDDR5X内存由三星半导体与美光各供50%。面对成本压力,三星将S26基础款售价提至899美元,并引入自研Exynos 2600芯片,但业界认为仍难完全抵消内存涨价影响。
Moon
· 3M
之前周期奏效的策略已经不再奏效了。某些板块表现优异,而大多数市场则落后。结果是回报与人们习惯期待的全面上涨📈存在巨大差距。
Love
· 10M
The transaction includes participation by prominent strategic investors, including Paradigm, Galaxy Digital, Pantera Capital, D1 Capital, Republic Digital, and 683 Capital.
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