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【alma残りのツアーまとめ📝】 《宇都宮公演》 🗓️2025/3/9(日) 🏰 HEAVEN'S ROCK宇都宮 ⏰OP 18:00/ST 18:30 🎫 《大阪公演》 🗓️2025/3/20(木) 🏰FANJ twice ⏰OP 16:30/ST 17:00 🎫 《東京公演》 🗓️2025/3/30(日) 🏰大手町三井ホール ⏰OP 12:30/ST 13:15 🎫 #あるまちゃん#

明日開催：Laika Came Backコンサート "音も外待雨" 宇都宮公演：11/19(日) 宇都宮 COFFEE RUMBA 16:00開演 写真：Kaori Tochigi

／ 9/15(日)16(月祝) #共同通信社杯競輪#(GII) #宇都宮競輪場# トリマクリ！Keirin NAVIブース ＼ トリマクリガールから私、水沢まいと湊みそらちゃんが参加します🩷 お待ちしてます🥰

【5月スケジュール🐱🐾】PR 1日ガーデン西浦和🔰 3日メッセ三鷹 4日ビックマーチ宇都宮 7日メッセ西萩窪🔰 9日メッセ三鷹 16日やすだ柏🔰 18日メッセ西葛西 28日メッセ西葛西

【本日です！♬】　 相川七瀬ディナーショー 会場:ホテル東日本宇都宮 日程:2023年10月22日 （受付16:40~/ディナー17:00/ショー18:00） 会場にてお待ちしております！🎹🎸🥁 #相川七瀬　##ディナーショー　##LIVE#

2022到2023年，存储行业处在下行周期，DRAM 和 NAND 价格一路崩盘，美光 $MU 的毛利率一度转负。 就在这个低谷里，手握巨量订单的大买家趁机把采购价压到地板，苹果 $AAPL 以对供应商极限压价、靠长期协议锁低价著称，是其中最典型的一个。利润被压到这种程度，美光这类厂商没钱投扩产，2023年大量行业投资计划被直接砍掉。 后来AI需求起来了，英伟达、谷歌这些巨头用长期合同、高价锁产去抢存储产能，工厂把产能优先分给利润更高的 HBM，留给手机电脑的普通颗粒越来越少、越来越贵。当年没扩的产能补不回来，需求远超总供给，这轮紧缺可能要持续到2028年之后。有意思的是， 苹果嘴上抱怨供应商涨价太狠，实际在移动内存上一直跑的是包断产能的打法，用高于市场的溢价把货抢光、把对手挤出去。 进入2026年6月，库克在《华尔街日报》的采访里先放了风，说涨价已经不可避免，苹果一直在替消费者扛住转嫁过来的成本，但现在这种状况撑不下去了。 6月24日盘后，美光放出财报。第三财季营收414.56亿美元、毛利率84.9%双双创纪录，第四财季营收指引中值500亿美元远超预期，盘后股价大涨15%。更关键的是，美光已经签下16份战略客户协议，客户合计要交220亿美元押金，协议不可取消，锁定的地板价对应的毛利率远高于公司历史峰值的62%。存储从买方说了算的大宗商品，变成了卖方收押金、锁多年、锁地板价的战略物资，议价权彻底反转。 同一场采访里，美光首席商务官 Sumit Sadana 把旧账翻了出来。 他说当年跟几个在价格上特别激进的客户讲过这么做没有建设性，2023年很多行业投资被砍掉，就是因为定价太差、利润太差。全程没点名，但时间和背景摆在那，指的是谁一目了然。 6月25日，也就是美光财报的第二天，苹果全线涨价，MacBook Neo 从599美元涨到699，512GB 的 MacBook Air 从1099涨到1299，1TB 的 MacBook Pro 从1699涨到1999，128GB 的 iPad Air 从599涨到749，连 HomePod 和 Apple TV 都涨。成本压力是真的， 有拆解口径说存储占旗舰 iPhone 物料成本的比重会从约10%升到2027年的约45%。 6月27日，苹果被曝正在游说美国政府，希望获批采购中国长鑫存储（CXMT）的 DRAM 来缓解成本压力。当年压价最狠的买家，如今反过来要四处找货救急。 🤓这一波大战，你站谁？

K-POP IDOL Day Off Vlog Image: GPT Image 2 Video: Seedance 2.0 on @DomoAI_ ======================= Prompt: 15 seconds, 16:9. Main subject from @ Image1 — lock her completely. Face, skin tone, body, hairstyle, and outfit must remain perfectly identical throughout the entire video. She wears a sleeveless green-and-white striped ribbed knit mock-neck top with a red-and-white striped collar, medium-wash loose straight-leg high-waisted blue jeans, and simple white low-top sneakers. No bag. Long straight dark brown hair with a center part. Korean woman, 20 years old, naturally beautiful with the effortless charm of a modern K-pop idol. The entire video is filmed exclusively as a handheld front-facing smartphone selfie vlog. The phone is always in her own hand. There are absolutely no third-person shots, no external camera, no tripod, no cinematic coverage, and no impossible viewing angles. Every shot is from the perspective of her personally recording herself during a relaxing day off. Modern Seoul residential neighborhood. Quiet apartment complexes, tree-lined sidewalks, small neighborhood park, convenience store, peaceful alleys, warm summer morning light. Everything feels authentic and lived-in. Natural smartphone selfie camera language only. Slight arm movement, subtle handheld shake, natural walking bounce, occasional autofocus adjustment, realistic exposure adaptation, small framing imperfections, slight rolling shutter while walking, natural lens distortion from the front camera, occasional brief glances at the screen to check framing. Crisp modern smartphone image quality with realistic HDR and natural colors. No cinematic grading. No vintage effects. Scene 1: She leaves her apartment building while holding the phone at arm's length. She smiles naturally into the selfie camera and says, "오늘은 쉬는 날이라 그냥 산책 나왔어요." ("It's my day off, so I just came out for a walk.") Scene 2: Still filming herself, she enters a convenience store, opens the refrigerator with one hand while holding the phone with the other, picks up an iced coffee, smiles at the camera and says, "이거 마셔볼게요." ("I'm going to try this.") Scene 3: Holding the phone herself, she walks slowly through a quiet neighborhood park while sipping her coffee. She looks up at the trees, smiles, then back into the camera. "오늘 날씨 너무 좋다." ("The weather is so nice today.") Scene 4: She notices a friendly stray cat beside the sidewalk. Still filming herself, she lowers the phone slightly so both she and the cat remain in frame, crouches down and smiles. "안녕~ 귀엽다." ("Hi~ You're so cute.") Scene 5: Continuing her walk, she talks casually to the selfie camera while brushing her hair behind one ear. "이렇게 평범한 하루가 제일 행복한 것 같아요." ("I think ordinary days like this make me the happiest.") Final scene: While continuing to walk, she smiles directly into the front camera, waves with her free hand and says, "다음 브이로그에서 만나요. 안녕!" ("See you in the next vlog. Bye!") She laughs naturally, lowers the phone toward her side, and the recording ends exactly as if she pressed the stop button herself. Audio is entirely natural. Her live Korean voice, footsteps, soft wind, birds, distant traffic, convenience store ambience, leaves rustling, occasional cat meow. No background music, no narration, no cinematic sound design, no added effects. #DomoAI#

／ ヒロサバ 事前登録開始記念 フォロー＆リポストキャンペーン Day 5 開催‼️ ＼ 6/25〜7/5毎日参加OK！ 最大10,000円分のえらべるPayが抽選で1000名様に当たる！ [応募方法] ①@heroaca_HS をフォロー ②このポストをリポスト ③画像をタップで結果を確認！ [応募期間] 6月30日(火) 16:59迄

Australia will introduce new laws in parliament to strengthen its under-16 social media ban and give its internet regulator more power to pursue tech giants in court for non-compliance