For those who know how to read the tea leaves. Apple's points about memory dynamics tell you all you need to know about how this memory cycle is going to be longer than many are modeling/valuing today. 懂行的人自然能读懂其中信号。苹果关于存储动态的表述，已经把一切告诉了你——这一轮存储周期将比许多人目前的建模/估值所预期的更长。

AI 生成摘要 · 以原文为准