中文翻译
市场共识是：“他们不可能这样持续涨价，这是不可持续的！” 然后我看到 NAND（闪存）价格一个季度接一个季度上涨100%以上……等这些涨价体现在财报里，这些公司的营业利润可能会非常惊人。 内存需求现在已经是结构性的，但价格接下来会怎样还不好说。
· 供应链分析
NAND价格连涨100%+，内存需求呈结构性，利润预期强劲。
英文原文
The consensus is "They can't keep hiking rates like this, it's unsustainable!" Then I see NAND prices getting hiked 100%+ quarter after quarter... Operating income for these companies will likely be wild when it shows up on earnings. Memory demand is now structural, but who knows about prices yet.