revenue per exabyte 开始涨就是周期中段接近尾了，现在是ASP涨先

Nearline hdd严重缺货啊，2026年的产能已经订满了，暂时还没扩产的迹象，只是砍consumer hdd产量和涨价，应该是你只要能顺利交货已经很好了，客户暂时对价钱不敏感，可是短期马币起还是影响一两个季度的，议价能力比较好吧了

dufu的客人粘性比一般的马股科技股高，加上现在hdd好价，应该不会因为马币起而砍单转去别的国家

Undeniably, PIE is better than many typical EMS companies.
They are trying to enter the AI segment, but as a new player, their pricing tends to be higher.
It is understandable that they are cautious about pricing due to concerns over potential losses.
However, when price negotiations fail, customers may feel that it is more cost-effective to engage an experienced player instead.
In many cases, more experienced providers can actually offer lower prices.

季报说找新的潜在客户感觉就是被取消了，也许是我理解错误，给人感觉是还不够资格做ai伺服器，客户在犹豫

本来是有做ai 伺服器，可是被取消了，说是价钱谈不拢，可能造成市场对pie没信心，这种拿到了又被取消会造成比较大打击，未来的新客户会很谨慎