中文翻译
嗯，那张SMM图表不只显示现货国内价格吗？考虑到许可证、关税和配额溢价等因素，我相当确定超大规模数据中心（hyperscalers）无法以那些价格采购。我很好奇你是否有关于西方公司支付价格与国内价格对比的更多信息，以证明这种价格分化（bifurcation）不会发生。
· 供应链分析
质疑SMM图表代表性，指出海外采购成本远高于国内现货价。
英文原文
Hmm, isn’t that SMM chart just showing spot domestic price though with the 10% price increase? I’m pretty sure hyperscalers can’t buy at those prices accounting for stuff like permits, tariffs, and allocation premium. I’m curious if you have more info about what Western companies pay compared to domestic rates to show that bifurcation wouldn’t occur