死亡飞车
Economist explores human stories behind development_我的网站

一 | 2026 年 8 月消息,索尼集团 CEO 十时裕树(Hiroki Totoki)在接受《华尔街日报》采访时谈及当前全行业内存芯片涨价危机,他表示,这场零部件涨价危机降临的时间点,对于 PS5 而言算是一件幸运的事。根据最新财报,截至 2026 年 6 月 30 日,PS5 全生命周期累计销量已经突破9530 万台,本季度主机销量 160 万台,同比下滑 36%,硬件销售明显进入生命周期后半程。 十时裕树在采访中表示:“这确实是幸运的。

二 | PS5 已经走到主机生命周期后半段,现阶段我们不需要再去激进地推动主机硬件销售。

三 | 与之相比,如何运营现有的用户群体对我们更加重要。目前 PlayStation 整体月活跃用户已经超过 1.25 亿,如何将这些用户变现,是我们业务的重中之重。

Zhou Jiang, a researcher at the Sichuan Academy of Social Sciences, has a favorite book: White Deer Tableland or Bai Lu Yuan by renowned writer Chen Zhongshi.
As vice president of the Regional Science Association of China (RSAC), Zhou told the Global Times that a lifetime of reading has profoundly shaped the way he sees and understands the world. It ultimately led him to a career in research and academia, where he teaches and pursues scholarly work.
Since earning his PhD in economics in 2000, he has devoted himself to the study of regional science and economics, a field that demands a constant crossing of disciplinary boundaries, drawing on the fields of geography, sociology, history, and ecology among others.
"Reading has kept alive my sense of curiosity and taught me to ask questions with patience and persistence: Where do disparities in regional development come from? How do policies affect different groups in society? And how can a region pursue both efficiency and equity so that development is not merely effective, but also imbued with a greater sense of humanity and warmth?" Zhou noted.
Founded in 1991, RSAC is a national academic society dedicated to advancing domestic and international academic exchange and cooperation, providing consulting services on spatial planning, urbanization, and regional development, and offering intellectual support for China's modernization drive.
The 57-year-old researcher noted that reading has empowered him in two distinct ways.
"The first is discernment. When confronted with a complex issue, I try not to settle for a simple conclusion. Instead, I make an effort to understand its broader context, how it has unfolded, and the perspectives of the different people involved," he said.
"The second is a sense of inner steadiness. Setbacks are an inevitable part of both life and work. Good books remind us that hardship is never ours alone to bear; countless people before us have faced circumstances more difficult than our own, made difficult choices, and found the strength to carry on. Reading cannot solve every problem for us, but it can help us remain calm when challenges arise, giving us the clarity and resilience that allow us not to panic or give up too easily," he said.
Historical depth
Each time Zhou returns to the White Deer Tableland, he finds something different in its pages.
"When I first read it as a young person, I was drawn primarily to the characters and the twists and turns of their lives. Later, as I began researching regional economics, I found myself paying closer attention to the changes in the land, the countryside, families and social order presented in the story. Now, approaching 60, I have come to appreciate more deeply the choices the characters make, the constraints they face, and the quiet perseverance they show amid the sweeping currents of their times," he said.
White Deer Tableland uses Bai Lu village in Northwest China's Shaanxi Province as a microcosm, tracing the feuds and intertwined fortunes of three generations of the Bai (literally meaning white) and Lu families. Through their stories, it captures more than half a century of sweeping historical change, from the final years of the Qing Dynasty (1644-1911) to the 1970s and 1980s. The novel won the Mao Dun Literature Prize, one of China's top literature awards, in 1997.
Zhou prefers literary works with historical depth and a keen eye for social change.
Regional economics may appear to be concerned with the spatial distribution of industries, population and resources, but at its heart, it is about how people live on a particular piece of land, and why some places flourish while others decline, he noted.
In this sense, literature and history are more than pastimes beyond professional research. They often help him understand the historical context, cultural traditions and social mentality that lie behind economic data, he said.
When reading novels, Zhou said that he often pays close attention to the relationship between people and the places they inhabit: How the land shapes the local character, how transportation transforms a region, and how shifts in industry reshape families and villages. Such details may not offer a direct conclusion, but they broaden a researcher's perspective. They also serve as a reminder that research should look beyond growth rates and statistical indicators to consider the sense of fulfillment experienced by ordinary people and the dignity of human beings.
Understanding ourselves
Once, while tidying his study, he came across a book filled with notes he had scribbled in his early years. Among them was a question that particularly caught his attention: "In the face of sweeping changes in the times and profound social transformation, what can a person truly determine for himself?"
Looking at those words he had written in his youth was like coming face to face with the person he had been decades ago.
Reading is not simply the act of understanding a book; it is also a record of a person's own growth, he said. The same book can reveal something entirely different when read at different stages of life.
When we are young, we turn to books in search of answers; but when we become seasoned, we read more to understand life, to understand others, and ultimately, to better understand ourselves, Zhou said.
In this era of fragmented information, AI can help people access information quickly, organize materials, and gain a basic understanding of unfamiliar fields. Yet deep reading, Zhou said, allows people to see how a conclusion is reached — what evidence supports it, where its boundaries lie, and what alternative interpretations it may invite.
What truly shapes a person, after all, is not how much information they have browsed, but the words that have made them pause and reflect - and the words that have remained with them for many years, he added.
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四 | ”注:外媒 Push Square 编辑指出,CEO 此处表述存在概念混淆:1.25 亿是 PlayStation 全平台月活用户,并非 PS Plus 订阅会员数;历史公开数据显示 PS Plus 会员规模长期在 4000‑5000 万区间,二者不能等同。

五 | 财报数据印证了索尼的战略转向:硬件销量同比下滑,但游戏网络服务板块营收保持稳健,PS Plus 订阅相关收入同比上涨超 20%,软件数字版占比达到 82%。索尼不再依靠卖主机硬件走量,而是转向订阅、数字游戏、DLC 等后向收入,依靠存量用户赚钱。不过媒体同时提醒:内存危机对 PS5 现阶段是利好,但给下一代主机PS6埋下巨大隐患。受 AI 产业抢夺 HBM、DRAM 产能影响,2027 年的内存生产配额已经被全部预定完毕,元器件成本居高不下。

六 | Ampere Analysis 分析师报告测算,如果 PS6 首发定价达到 1000 美元,对比 PS5,主机销量或将直接下滑 40%,整个游戏行业市场规模会萎缩 12%。索尼官方至今尚未敲定 PS6 的发售时间与定价。在芯片成本高企的大环境下,PS5 的产品生命周期或将被进一步拉长,跨代过渡期会比以往主机世代更长。但媒体也评论,这套 “吃存量用户” 的商业策略能否长久,取决于索尼能否维持玩家满意度,过去数月 PlayStation 已经经历不少玩家争议,PS3 时代的动荡局面值得警惕。 本文由游民星空制作发布,未经允许禁止转载。
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