胜过囤金条？硬盘与内存条“身价”疯涨

Group 1 - The storage market is experiencing significant price increases, with memory prices doubling and some high-end models increasing by over 200% since late last year [2][4] - Retailers are facing frequent price changes, with some needing to update prices multiple times a day due to upstream supplier notifications [3] - The global SSD market is projected to reach over 280 billion yuan by 2030, with China's market expected to exceed 80 billion yuan, accounting for over 30% of the total [4] Group 2 - The price surge is attributed to a supply-demand imbalance in the global storage industry, primarily driven by skyrocketing costs of NAND flash memory chips, which constitute over 90% of the material cost for mobile SSDs [4] - Industry forecasts indicate that memory and SSD prices will continue to rise through 2026, with potential quarterly increases of 20% to 30% in the first quarter [4] - The shift of production capacity towards higher-margin products is exacerbating the supply shortage for consumer-grade mobile SSDs [4]