手机电脑被迫涨价，小米多次预警、联想囤货

Group 1 - The storage market in Shenzhen Huaqiangbei has seen a "daily price change" become the norm, with the PC industry being the first to feel the impact of rising costs [1] - Due to the surge in DRAM and SSD prices, several overseas distributors indicate that prices for certain laptops and commercial PCs will undergo a new adjustment cycle by the end of this year to early next year, with expected increases ranging from 10% to 20% [1] - The most affected products are mainstream lightweight laptops and high-spec office computers with standard configurations of 16GB or more RAM [1] Group 2 - In the highly competitive smartphone market, price increases are occurring in a more subtle manner [1] - Xiaomi executives have acknowledged the significant rise in BOM costs and have repeatedly warned about industry price pressures [1] - Lenovo's management has expressed confidence, stating that they have taken proactive inventory measures and will not pass the pressure onto consumers in the short term due to sufficient stock [1] Group 3 - There is currently no clear indication of when the price increase trend will peak, with industry experts predicting that the structural imbalance caused by AI demand will be difficult to alleviate in the next 6 to 12 months [2] - High storage prices are expected to persist until 2026 [2]