过去数月全球存储芯片价格持续上涨,导致终端消费电子企业与存储制造商股价呈现显著分化。衡量全球消费电子制造商股价表现的指数自9月底以来下跌12%,而以三星电子为代表的一篮子存储厂商股价同期上涨逾160%。游戏机制造商任天堂、PC品牌商、手机厂商等因盈利承压股价下挫;高通公司因提示内存限制将影响手机产量,股价单日下跌逾8%;任天堂在东京市场股价创18个月最大单日跌幅;瑞士罗技股价自11月峰值回落约...
Source Link过去数月全球存储芯片价格持续上涨,导致终端消费电子企业与存储制造商股价呈现显著分化。衡量全球消费电子制造商股价表现的指数自9月底以来下跌12%,而以三星电子为代表的一篮子存储厂商股价同期上涨逾160%。游戏机制造商任天堂、PC品牌商、手机厂商等因盈利承压股价下挫;高通公司因提示内存限制将影响手机产量,股价单日下跌逾8%;任天堂在东京市场股价创18个月最大单日跌幅;瑞士罗技股价自11月峰值回落约...
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