今天凌晨，三星正式召开 Galaxy 全球新品发布会，交出开年旗舰答卷 Galaxy S26 系列，作为 2026 年手机圈的第一波重头戏，尤其是 S26 Ultra 拿出的最大升级点出人意料地接地气，解决了一个极其普遍的日常烦恼：防偷窥。
高盛分析师团队的核心逻辑是：内存芯片成本大幅上涨导致智能手机BOM成本显著垫高，对于价格敏感的入门级市场，这几乎是毁灭性打击。在新兴市场，消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价，需求往往会迅速消失。高盛预测，2025至2027年间，全球入门级手机销量将以年复合增长率-4%持续萎缩，其市占率将从2024年的44%下滑至2027年的40%。
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