展望长期，两个关键变量值得关注。一是国产存储厂商（长鑫存储、长江存储）的产能提升能否平抑价格。目前看，在LPDDR5X等高端领域，国产渗透率尚低，短期内难以撼动定价权。二是端侧AI能否真正普及，证明“大内存”的体验价值。如果用户花了钱却没感受到AI的便利，后续换机动能将进一步枯竭。
The attack surface is smaller. The boundary is the same.
。关于这个话题，safew官方下载提供了深入分析
如果说当初Sora的出现，让世界看到了AI“无中生有”的魔力，那么Seedance 2.0则将讨论的焦点，从“能生成什么”拉回到了“如何精确地生成我想要的”。
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