2026年2月11日,全球存储芯片价格持续大幅上涨,已引发产业链广泛连锁反应,其影响周期可能显著超出市场此前预判。电子产业下游企业所承受的利润收窄压力,或仅处于初期阶段。近数月来,受原材料及制造成本攀升影响,游戏主机厂商、个人电脑品牌商以及苹果供应链中的多家企业普遍面临成本激增局面,整体盈利能力承压,相关上市公司股价亦随之走低。与此形成强烈反差的是,存储芯片制造商整体表现强劲,行业指数同期累计涨幅...
Source Link2026年2月11日,全球存储芯片价格持续大幅上涨,已引发产业链广泛连锁反应,其影响周期可能显著超出市场此前预判。电子产业下游企业所承受的利润收窄压力,或仅处于初期阶段。近数月来,受原材料及制造成本攀升影响,游戏主机厂商、个人电脑品牌商以及苹果供应链中的多家企业普遍面临成本激增局面,整体盈利能力承压,相关上市公司股价亦随之走低。与此形成强烈反差的是,存储芯片制造商整体表现强劲,行业指数同期累计涨幅...
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