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01-29

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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129141656a6ba564f&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a 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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，目前看第二季度的环比涨价幅度约与2026年第一季度接近。苹果作为全球消费电子巨头，其产品的价格波动不仅体现该公司自身的产品策略，也往往作为行业风向标，引发一系列连锁反应。而在当下，面对存储芯片的超级周期，随着内存供应紧张，苹果似乎也无法阻挡价格上涨的整体趋势。","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,"isVideo":false,"video":null,"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; 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内存供应紧张 消费电子板块受压 鸿腾精密跌7.55%

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内存供应紧张消费电子板块受压鸿腾精密跌7.55%