内存涨价风暴，重创苹果和惠普！硬件公司的股价都撑不住了

美股财经社01-16

来源：美股财经社过去一年，内存和存储组件价格飙升，使得闪迪、美光和西部数据等公司成为市场上最热门的股票。但这也给许多它们的客户带来了麻烦。从苹果到惠普，硬件公司都面临着压力，因为它们对昂贵内存组件的需求变成了一种投资风险——而且这种风险预计短期内不会逆转。“他们处境艰难，”Tortoise Capital高级投资组合经理罗伯·图梅尔表示。Tortoise Capital管理着91亿美元的资产，并...

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Hardware companies' stock prices can't hold on","themeId":"89397e2804fe27865f8d6ad00f3621cf","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HPQ":1.94,"AAPL":1.91,"MACW.SI":0.6},"content_text":"来源：美股财经社过去一年，内存和存储组件价格飙升，使得闪迪、美光和西部数据等公司成为市场上最热门的股票。但这也给许多它们的客户带来了麻烦。从苹果到惠普，硬件公司都面临着压力，因为它们对昂贵内存组件的需求变成了一种投资风险——而且这种风险预计短期内不会逆转。“他们处境艰难，”Tortoise Capital高级投资组合经理罗伯·图梅尔表示。Tortoise Capital管理着91亿美元的资产，并运营着一只专注于人工智能基础设施的交易所交易基金。“他们基本上只有两个选择：要么降低利润率但市场不会喜欢这样；要么提高价格来抵消更高的内存成本，但这样做可能会损害需求。”内存需求的激增导致了技术研究公司IDC所说的“前所未有的内存芯片短缺”，该公司认为这对设备制造商来说是一场“危机”，因为供应短缺导致芯片价格飙升。苹果公司股价在2025年仅上涨8.6%，创下自2022年以来的最差表现，今年开局下跌4.4%，跻身纳斯达克100指数中表现最差的20只股票之列。惠普公司股价周四收于2020年11月以来的最低水平，此前该公司股价在2025年下跌了近三分之一，并在2026年初又下跌了6.8%。戴尔科技公司股价自10月份创下历史新高以来已下跌28%。内存价格上涨也给为智能手机提供半导体的芯片制造商带来风险，瑞穗证券最近下调了高通公司（Qualcomm Inc.）的评级，美国银行也下调了Arm控股公司（Arm Holdings Plc）的评级，都印证了这一点。“只要内存价格居高不下（鉴于人工智能的需求，我们预计价格还会高企一段时间），市场就可能继续打压它们，”图梅尔说道。在业内人士中，他只看好戴尔，因为其服务器业务的增长抵消了内存价格上涨带来的不利影响。相比之下，存储设备公司在2026年伊始便表现强劲，闪迪、西部数据、美光和希捷科技控股有限公司延续了2025年的涨势。闪迪领涨标普500指数，年初涨幅超过60%，西部数据和美光也位列该指数前20名。访问以下网址，订阅最新新闻电邮：https://nbwpress.com/subscribe.html三星电子上周公布的业绩显示，动态随机存取存储器（DRAM）芯片的平均售价环比上涨超过30%，而非易失性闪存（NAND）芯片的售价也上涨了约20%。预计这一价格上涨趋势将持续到2026年甚至更久，这也推动了三星利润增长超过三倍。IDC分析师弗朗西斯科·杰罗尼莫在去年12月的一份报告中写道：“对于一个长期以来以繁荣与萧条周期为特征的行业来说，这一次的情况有所不同。这不仅仅是由供需不匹配导致的周期性短缺，而是全球硅晶圆产能可能出现的永久性战略性重新配置。”据杰罗尼莫称，在智能手机等面向消费者的硬件产品中，内存成本可能占到材料成本的10%到20%。上周，Hedgeye风险管理公司表示，随着内存问题日益令人担忧，他们对苹果的信心“有所下降”。预计个人电脑制造商受到的影响将更为严重。去年11月，惠普的盈利预期低于预期，公司高管在电话会议上估计，内存成本的预期增长将使其2026年调整后每股收益减少30美分。高盛分析师凯瑟琳·墨菲周二在一份致客户的报告中写道，惠普是“我们覆盖范围内最易受个人电脑利润率和需求长期压力影响的公司”。她预计，为抵消内存芯片等原材料成本上涨而采取的提价措施，将在2026年下半年对低端消费者的个人电脑购买量产生“实质性影响”，而惠普在这一领域的市场份额比戴尔更大。据彭博社汇编的数据显示，过去一个月，市场对惠普2026年每股净收益的普遍预期下调了7.1%。戴尔也指出，内存价格上涨对其业绩造成了影响，但由于人工智能的快速发展带动服务器业务需求强劲，其业绩预期相对保持得更好。Freedom Capital Markets董事总经理兼科技研究主管保罗·米克斯表示：“未来两年，内存组件成本的上涨幅度将非常大，甚至会对苹果这样规模的公司造成冲击。好消息是，内存价格具有周期性，但目前供应如此短缺，我预计短期内价格不会出现回调。”识别下方二维码精准掌握北美商业动态北京时间22点准时投递","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603966967","isCrawlerRequest":true}