高盛分析师团队的核心逻辑是：内存芯片成本大幅上涨导致智能手机BOM成本显著垫高，对于价格敏感的入门级市场，这几乎是毁灭性打击。在新兴市场，消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价，需求往往会迅速消失。高盛预测，2025至2027年间，全球入门级手机销量将以年复合增长率-4%持续萎缩，其市占率将从2024年的44%下滑至2027年的40%。
"The reality is his fellow ministers are happily pushing through the construction projects of Trump-supporting tech giants, without a thought for the environmental carnage."
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Not far from their minds is the reality that China is also attempting to land its own crew on the moon before 2030 and may be able to get there before the United States. NASA hasn't sent humans to the lunar surface since Apollo 17 in 1972. And though no other nation has followed in the giant leap for humankind, that won't always be true.
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