一场由AI算力需求引爆的“涨价风暴”席卷全球存储芯片产业链,下游的全球消费电子产业正站在十字路口。1月28日,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...
Source Link一场由AI算力需求引爆的“涨价风暴”席卷全球存储芯片产业链,下游的全球消费电子产业正站在十字路口。1月28日,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...
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