时光预言机i|9月 04, 2026 14:42
The market is pretty divided right now. After the non-farm payroll data release, gold and crypto dropped.
Meanwhile, at the U.S. stock market open, the storage sector is actually going up. The main reason is that demand for storage keeps rising! After all, AI large models can't function without storage. Dell's AI server backlog is around $95 billion, and demand is still squeezing into memory and flash storage.
It's mainly due to shortages and price hikes. Supply can't meet demand in the market. Right now, buying a single DDR5 16G memory stick on Taobao costs ¥2059. When I built my PC earlier, two 16G sticks were less than ¥1400. Prices have tripled in just a year.
Gold and bitcoin:native are all risk assets, but storage is the real hard currency right now. Non-farm payroll data hit "risk assets," but it can't shake "shortages and price hikes."
1520 is truly rock-bottom.
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