Institution: Storage product price increases are expected to slow down in Q3 2026

金十2026/03/27 01:56

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Golden Ten Data reported on March 27 that, according to information from the CFMS|MemoryS 2026 Flash Memory Industry Summit on March 27, storage product prices have experienced rapid growth for three consecutive quarters. It is expected that starting from the third quarter of 2026, the rate of increase will slow down and gradually stabilize, with some specific product prices on online channels showing differentiation. For customers, locking in storage capacity is more important than locking in prices. Compared to the booming AI market, the consumer market represented by smartphones is undergoing a period of adjustment, with costs rising rapidly. Sales volume is expected to decrease by about 10%, with the maximum price reduction for some smartphones reaching up to 30%.

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According to data from the US Department of the Treasury, in the 12 months ending July this year, overseas investors made net purchases of US stocks totaling $942 billion, marking the highest rolling 12-month total since records began in 1985. The net purchases in the second quarter alone reached $426 billion, setting a new single-quarter record. Meanwhile, overseas demand for US Treasuries has noticeably cooled, with purchase volumes falling significantly. As a result, the US is facing higher costs in government debt financing.

华尔街见闻•2026/09/26 11:36