内存供应紧张 消费电子板块受压 鸿腾精密跌7.55%

金吾资讯
7 hours ago

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...

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