“At a time when native-population growth is slowing due to persistently low fertility rates, declining immigration is poised to weigh heavily on labor supply, debt sustainability, and long-term economic growth, with negative effects likely to emerge even in the near term,” researchers at the Deloitte Global Economics Research Center wrote in an analysis published Friday.
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与前两轮周期不同，本轮上行不再依赖个人消费端需求，而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测，2026年全球存储市场规模将比上年增长159%，达到5749亿美元，是2018年1599亿美元的3.6倍。 具体而言，他预测DRAM市场将同比增长 192%，达到4399亿美元，NAND市场将增长 88%，达到1350亿美元。，更多细节参见91视频