一周概念股:存储芯片涨价致手机厂暂缓采购,应用材料、通用汽车加速中美供应链脱钩

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当前,全球科技产业正经历一场深刻而复杂的变局,其影响已从上游供应链层层传导至终端消费市场。本周,由人工智能浪潮驱动的数据中心需求激增,正引发存储芯片价格的剧烈波动。这一“价格风暴”已席卷手机行业,导致关键部件采购陷入僵局,库存告急的厂商面临艰难抉择,而成本压力最终可能转化为消费者手中的产品“涨价”或“缩水”。与此同时,地缘政治因素持续扰动全球供应链,从通用汽车推动供应链“去中国化”,到应用材料因...

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