金吾财讯 | 消费电子板块受压，鸿腾精密(06088)跌7.55%，高伟电子(01415)跌4.62%，丘钛科技(01478)跌2.35%，舜宇光学科技(02382)跌1.88%，瑞声科技(02018)跌1.88%。天风国际证券分析师郭明𫓹在谈及苹果和iPhone时，重点提到了内存涨价的问题。他表示，iPhone的内存报价现在是按季谈，而非半年，所以苹果的报价在2026年第二季度还会再涨一次，目前看第二季度的环比涨价幅度约与2026年第一季度接近。苹果作为全球消费电子巨头，其产品的价格波动不仅体现该公司自身的产品策略，也往往作为行业风向标，引发一系列连锁反应。而在当下，面对存储芯片的超级周期，随着内存供应紧张，苹果似乎也无法阻挡价格上涨的整体趋势。
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