存储涨价放缓就是见顶？Bernstein拆解基数、长协与利润增量
Bernstein认为，存储价格涨幅回落仍对应历史高位的绝对提价，长协价格上限也压低了表观增速；相比之下，硬盘处于更早的上行阶段。
Bernstein ·
Topic：Hard drives
Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.