According to James’ office, Valve facilitates and even assists third-party marketplaces in their operations, based on its investigation. Engadget has asked Valve for a statement about the lawsuit, but we have yet to hear back. However, the company previously denied being involved with third-party marketplaces that allow the sales of its game items for real-world money. In a response to an inquiry by the Danish Gambling Authority, Valve explained that those third-party websites create sock puppet accounts to sell and receive items on Steam in exchange for cash. “[T]his behavior is in violation of our terms of service,” Valve said.
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与前两轮周期不同,本轮上行不再依赖个人消费端需求,而是以企业级AI资本开支为核心。韩华投资证券分析师Park Jun-young在 2 月 24 日发布的一份报告中预测,2026年全球存储市场规模将比上年增长159%,达到5749亿美元,是2018年1599亿美元的3.6倍。 具体而言,他预测DRAM市场将同比增长 192%,达到4399亿美元,NAND市场将增长 88%,达到1350亿美元。