What everyone should pay attention to. The production capacity of major graphics card manufacturers is normal. No water/fire, no earthquake. Compared with the overwhelming supply capacity of the 10 Series when it went on the market, it was only a lot more. The 30 series graphics cards are not out of stock now, but they are blocked by channel vendors. Therefore, it is recommended that you do not buy graphics cards for the time being. Whether it is a 30 series/20 series or a second-hand antique card with a price increase following the trend, please~ don't~ buy it! Because all graphics cards are expensive now! It's not cost-effective, you lose money if you buy it! Since the previous June to August, the channel dealers squeezed too much money and couldn't get rid of the 20 series inventory (I wanted to take the opportunity of discontinuing production to stock up and use the graphics card as a wealth management product to speculate on the market and make some speculative money. But no. Thinking of being stabbed in the back by the leader of Huang Jiao, the money was not made and he was deeply stuck). So the resentful channel dealers joined forces and blocked the 30 series and stocked them, hoping to take more time to clear the 20 series. ). At the same time, raise the price of the 30 series, and use the excess premium to make up for the loss that will be caused by the loss of the 20 series in the future (half-price sell-off can also pay back half of the cost, and the death will only be lost in the end). As of 5 pm on October 16th. The total production capacity of 30 series graphics cards of major graphics card manufacturers has completed 80% (1.6 million pieces) of the first round of GPU extraction (2 million pieces). The number of 30-series graphics cards that have arrived in mainland China has already reached 500,000. Among them, the inventory of 30 series in Shuibei warehouse in Shenzhen has exceeded 100,000. The 30-series inventory in Shanghai Pudong Warehouse has exceeded 80,000, and the 30-series inventory in Chongqing Liangjiang Warehouse has exceeded 50,000. And this is only half of the current inventory of the 30 series in the mainland. The scattered inventory of warehouses in other domestic cities adds up to about 230,000 30-series graphics cards that have been blocked in Curry for sale. That is to say, only 8% of the 500,000 30-series graphics cards supplied by major graphics card manufacturers to the mainland have flowed into the market (high price/allocated 40,000). In addition, 92% of the supply (stocking 460,000 sheets) was blocked by major channel vendors in various warehouses, and did not enter the market circulation channels. However, the cost of blocking these goods is not low. Since the 20 series stockpiled by channel dealers has already taken up a lot of funds, the base source of funds for blocking 30 series stocks now comes from loans/borrowing/private equity financing.The cost of capital is higher. But now the result of blocking the goods has created the illusion that the market is tight. This kind of price increase is hard to find in a market, it is bound to force NVIDIA to increase the number of GPUs in the second round (it may double to 4 million). Once the graphics card manufacturers explode their production capacity and quickly (in time for Christmas a week before) digesting these GPUs, the supply of 30-series graphics cards on the market will reach 6 million. The total number of 30-series graphics cards in mainland China will also reach nearly 2 million. In this case, it is impossible for the distributor to stop the goods. The major distributors who blocked the goods in the mainland borrowed money to stock up the goods (their own funds have all been trapped in the 20-series inventory). These loans are not only high in interest, but also the disposable time period and total amount of funds are also unlikely to be large (reprinted by others, everyone analyzes by yourself, and you must not increase the price to buy 30 series graphics cards. Like ➕ forward
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