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中国大模型产业正经历从“技术叙事”到“资本定价”的转型，竞争焦点也从模型性能较量，转向谁能率先登陆公开市场并成为行业估值基准。
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Leading PC makers including Lenovo, Dell, HP, Acer, and ASUS have all indicated 15-20% PC price increases for 2026, with some models seeing even larger hikes. Framework, the repairable laptop firm, has also been open about rising memory costs affecting its pricing. And analyst Jukan Choi recently updated his shortage timeline estimate, noting that DRAM production capacity is expected to grow at just 4.8% annually through 2030, with even that minimal capacity focused on high-bandwidth memory rather than consumer memory. TrendForce's latest prediction forecasts DRAM contract prices rising by 90-95% quarter over quarter in Q1 2026. And that is...