SSD作为PC和服务器设备的存储器，用于数据的长期存储 1~3月份的价格比上一季度下降8%。PC存储器的需求较弱，服务器存储器的势头也有所减弱…… 配置在个人电脑（PC）上的存储器固态硬盘（SSD）的大宗交易价格连续2个季度下跌。1~3 月份的价格比上一季度下降8%。PC存储器的需求较弱，服务器存储器的势头也有所减弱。低 价的中国产存储器的存在也逐渐引起关注。 固态硬盘作为PC和服务器设备等的存储器，用于数据的长期存储。大宗交易价格由作为卖方 的日本国内外存储器制造商和作为买方的设备制造商等按季度决定。 1~3月，SSD中作为指标的TLC（三电平单元）的256GB产品为每件约29.9美元。容量较大的 512GB产品为每件约56.0美元。均比2024年10~12月便宜了8%左右。有声音表示，部分交易比 10~12月下降了15%左右。 PC存储器需求持续低迷，无法达成预期交易、商品过剩的情况仍在持续。虽然市场看好10月 美国微软停止支持"Windows10"系统后的PC更新换代需求，但目前整体上"复苏趋势比去年 弱"（大型电脑厂商）。 SSD的主要零部件NAND闪存的行情也受到了影响。NAND用于智能手机等设备的 ...

Core Viewpoint - The current market is characterized by high uncertainty regarding the seriousness and impact of the Trump administration's efforts to reshape the economic framework, with the upcoming "reciprocal tariffs" date of April 2 being a significant turning point [1][2]. Group 1: Economic Policies and Market Reactions - The Trump administration's initial approach to restoring industrial competitiveness involves raising tariffs, while also planning to implement a dollar depreciation policy if necessary, which could lead to market volatility [2][3]. - The market initially reacted positively to Trump's policies, reminiscent of "Trump 1.0," but the subsequent "Trump 2.0" has seen a significant downturn, with the stock market losses in March completely offsetting previous gains since the election [2][3]. - The uncertainty surrounding the details of the reciprocal tariffs is seen as a critical moment, with mixed sentiments in the market as participants await clarity [2][3]. Group 2: Investment Strategies and Market Trends - There is a noticeable trend of diversifying investments away from U.S. markets, with funds being directed towards regions less affected by U.S. policies, such as China and Europe, which have seen significant stock market recoveries [3][4]. - Investors are increasingly focusing on assets with low sensitivity to Trump’s policies, referred to as "low beta" investments, such as gold, which has appreciated significantly over the past year [4]. - The "Magnificent 7" stocks that previously drove the U.S. market higher are now facing scrutiny, with concerns about their high sensitivity to Trump's policies impacting their valuations [4][5]. Group 3: Broader Economic Implications - The potential for retaliatory tariffs could dampen global trade, and the U.S. economy faces challenges in achieving tax cuts without reducing fiscal spending [3][5]. - The ongoing domestic divisions and chaos in the U.S. are expected to prolong the period of economic uncertainty, raising questions about the sustainability of the current economic trajectory [3][5]. - The market is at a crossroads, contemplating whether the U.S. is entering a "golden age" as claimed by Trump or if it is on the brink of a global economic downturn due to high tariffs [5].

编者荐语： "日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。 作为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ，作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司，我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域，满足客户多元化的需求。 （本文由日经BP提供） 由于中国AI企业DeepSeek开发出了高性能的低成本大语言模型，2025年1月下旬，英伟达 （NVIDIA）等美国高科技公司的股价暴跌。"DeepSeek冲击"这一说法，可能模仿了前苏联在1957年成 功发射全世界第一颗人造卫星"斯普特尼克1号（Sputnik-1）"后，美国受到的"斯普特尼克冲击"。两种 说法都表示美国因其他国家取得辉煌成就而受到了打击。 DeepSeek 的训练成本据称在数亿日元左右，但目前又出现了成本远低于此的开发案例。那就是斯 坦福大学的研究团队于2025年1月下旬发布的大语言模型。 阅读更多内容请点击下方" 阅读原文 " 笔者深切 ...