若把这些品牌放在一线城市，它们只是商场和社区里再寻常不过的商品，但放在皖北这座三线小城阜阳，却像一串从手机屏幕里掉出来的词。
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与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。
"In China, the people who make motors are getting together with the people who make hand hardware and basically creating bespoke motors that can fit within joints and fingers. It's probably going to work as an effective hand," he says.