金吾财讯 | 据外媒周三报道，苹果（AAPL）新任首席执行官约翰·特努斯（John Ternus）正计划在公司内部多个大型团队中展开小规模裁员，并取消部分非核心项目，以精简运营成本。业内分析指出，特努斯此举主要是为了应对严峻的财务与成本压力：一方面，服务业务收入在今年6月相应财季出现自2022年以来的首次环比下滑；另一方面，由于人工智能（AI）基础设施对高带宽内存（HBM）及先进DRAM的需求极其旺盛，SK海力士、三星电子与美光科技等芯片巨头的产能已被英伟达、微软等巨头锁至2026年大部分时间，直接推升了存储芯片价格呈“指数级”上涨。
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