作者：宗戏卓平 来源：原创 发布日期：08-25
A | Italy’s far-right-led government on Monday approved a budget for next year that aims to bolster public health services, encourage families to have more children and put more money in the pockets of low- and medium-wage earners.Premier Giorgia Meloni said the 24 billion-euro ($25 billion) budget, which includes 5 billion in spending cuts, is in line with the government’s priorities. She described it as both “serious” and “realistic," even as Italy faces an expected increase of 13 billion euros in payments to service its public debt as interest rates increase.The budget was approved by Meloni's cabinet in a one-hour meeting before being sent for EU approval. Italian Finance Minister Giancarlo Giorgetti expressed confidence that the budget would be accepted by both the EU and markets. A cut in payroll taxes will put 100 euros a month in the pockets of 14 million Italians, aimed at boosting spending power in the face of higher inflation, Meloni said.The budget also includes payroll tax breaks to women with at least two children and will guarantee free nursery school from the second child onward in a bid to “undo the story that having children is a disincentive to work.”Some 3 billion euros has been earmarked for Italy's public health services, with a goal of reducing wait times for services in the aftermath of the COVID-19 pandemic. Foreign Minister Antonio Tajani, head of the Forza Italia party, called the waiting lists “a national shame. … You can’t die of cancer because they do a scan when you are no longer there."The budget also raises the minimum pension, while cutting from 90 euros to 70 euros the annual fee assessed to households to support RAI state television.Meloni’s Cabinet approved funds to build a long-discussed bridge connecting mainland Italy to Sicily, a pet project of League leader Matteo Salvini, who is the infrastructure minister. Salvini said work would begin next year.。 【TechWeb】苹果公司近期对中国大陆市场销售的iPad、Mac及Vision Pro产品价格进行了调整，其中，Mac产品线起售价涨幅显著，从900元至3500元不等；iPad系列起售价涨幅在800元至1800元之间；而Vision Pro的售价也从此前的29999元上调至31999元，涨幅达2000元。尽管当前在售的iPhone 17系列尚未调价，但业界普遍预测，将于今年秋季发布的iPhone 18 Pro系列大概率跟进涨价。 消费者反应：超七成用户考虑推迟或放弃购买 一项针对消费者购买意愿的调查显示，苹果产品的此次涨价正在对销量产生“反噬”效应。具体来看，38%的受访者表示将延长换机周期，14%的人会选择等待降价促销时再购买。另有12%的用户直接表示将放弃购买苹果产品，9%的受访者则计划转向购买入门款等价格更低的机型。仅有9%的用户表示涨价不会影响其购买决策，将继续支持苹果产品。 一位网友的评论反映了普遍心态：虽仍青睐苹果，但将调整换机节奏，从以往的“一年一换”或“三年一换”，调整为两到三年换一次手机，五到六年换一次电脑，以应对持续的成本压力。 成本压力持续，内存涨价成长期趋势 分析机构Aletheia Capital在报告中指出，上游存储成本上涨是推动此次调价的关键因素。
B | 报告预测，2026年第三季度DRAM（动态随机存取存储器）均价预计将再涨30%，第四季度将继续上涨10%至15%。更深层的变化在于，随着AI算力需求爆发，内存在AI硬件系统中的价值占比预计到2027年将从目前的约40%升至超过70%。这种供给侧的结构性失衡已非短期扰动，而是一项长期存在的行业趋势。
C | 因此，消费级内存的涨价趋势仍将持续，不排除苹果后续根据成本变化进一步上调产品售价的可能。对于消费者而言，硬件涨价的压力可能会在较长时间内持续存在。
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Published on:12:05:14