苹果被内存卡住脖子！Mac mini/Mac Studio部分版本已无法下单：供应链告急

快科技04-13

快科技4月13日消息，有网友发现，苹果美国官网上的Mac mini和Mac Studio部分版本已被悄然下架。目前的页面显示，32GB内存版本的Mac mini已经无法下单。此外，128GB和256GB内存版本的Mac Studio也处于缺货状态。对于依然可以下单的其他版本，消费者则面临着漫长的等待期，预计发货周期长达一到三个月。苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。因...

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太极罗宾汉_3540
04-13
太极罗宾汉_3540
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SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"translate_title":"Apple is stuck in its neck with memory! Some versions of Mac mini/Mac Studio can no longer be ordered: supply chain is in a hurry","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0012f7c17fe2b0536c3e03e7c8126cac","symbols_score_info":{"TSLA":0.6,"GOOG":0.6,"AAPB":0.6,"MSFT":0.6,"AAPY":0.6,"AMZN":0.6,"NVDA":0.6,"AAPL":1.92,"META":0.6,"AAPW":0.6,"AAPU":0.6,"AAPX":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPD":0.6},"content_text":"快科技4月13日消息，有网友发现，苹果美国官网上的Mac mini和Mac Studio部分版本已被悄然下架。目前的页面显示，32GB内存版本的Mac mini已经无法下单。此外，128GB和256GB内存版本的Mac Studio也处于缺货状态。对于依然可以下单的其他版本，消费者则面临着漫长的等待期，预计发货周期长达一到三个月。苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。因人工智能热潮席卷全球，各大科技巨头都在疯狂争夺AI服务器资源，导致对高带宽内存的需求呈指数级增长。受此影响，三星、SK海力士等头部存储厂商纷纷调整战略，将有限的产能优先向高利润的AI存储领域倾斜。这一变动极大地压缩了传统消费级内存的生产配额，导致电子消费品供应链承压。根据TrendForce发布的数据显示，DRAM供应商的平均库存水平已经从2024年底的13到17周，骤降至目前的2到4周。这一数值已处于历史低位，行业供应链的弹性几乎被消耗殆尽。行业专家预测，此次全球性的内存芯片短缺局面将一直持续到2027年底。由于新建产能具有明显的滞后性，这意味着内存供需失衡的挑战将在未来较长一段时间内持续存在。不仅是苹果，全球范围内的个人电脑生产商可能都会面临类似的零部件短缺难题。对于有高性能设备采购需求的消费者来说，这无疑释放了一个价格可能上涨或供货不稳的预警信号。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":553032386701352,"gmtCreate":1776052311718,"gmtModify":1776053847139,"author":{"id":"3582326267172569","authorId":"3582326267172569","name":"太极罗宾汉_3540","avatar":"https://static.tigerbbs.com/e796783843a644757004a63f9e0279bf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3582326267172569","idStr":"3582326267172569"},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553032386701352","repostId":2627102954,"repostType":2,"repost":{"id":"2627102954","kind":"news","pubTimestamp":1776039106,"share":"https://www.laohu8.com/m/news/2627102954?lang=zh_CN&edition=full","pubTime":"2026-04-13 08:11","market":"hk","language":"zh","title":"苹果被内存卡住脖子！Mac mini/Mac Studio部分版本已无法下单：供应链告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2627102954","media":"快科技","summary":"快科技4月13日消息，有网友发现，苹果美国官网上的Mac mini和Mac Studio部分版本已被悄然下架。目前的页面显示，32GB内存版本的Mac mini已经无法下单。此外，128GB和256GB内存版本的Mac Studio也处于缺货状态。苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。这一数值已处于历史低位，行业供应链的弹性几乎被消耗殆尽。不仅是苹果，全球范围内的个人电脑生产商可能都会面临类似的零部件短缺难题。","content":"<html><body><p>快科技4月13日消息，有网友发现，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>美国官网上的Mac mini和Mac Studio部分版本已被悄然下架。目前的页面显示，32GB内存版本的Mac mini已经无法下单。</p><p><strong>此外，128GB和256GB内存版本的Mac Studio也处于缺货状态。对于依然可以下单的其他版本，消费者则面临着漫长的等待期，预计发货周期长达一到三个月。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_16/C40C9A9BF40CDBF0E8BD11C347588DEDAB6AA07F_size35_w600_h247.jpg\"/></p><p>苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。因人工智能热潮席卷全球，各大科技巨头都在疯狂争夺AI服务器资源，导致对高带宽内存的需求呈指数级增长。</p><p>受此影响，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士等头部存储厂商纷纷调整战略，将有限的产能优先向高利润的AI存储领域倾斜。这一变动极大地压缩了传统消费级内存的生产配额，导致电子消费品供应链承压。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_16/8444850256C794022A4EDBD97E4118B0CC46CEBC_size156_w600_h400.jpg\"/></p><p><strong>根据TrendForce发布的数据显示，DRAM供应商的平均库存水平已经从2024年底的13到17周，骤降至目前的2到4周。这一数值已处于历史低位，行业供应链的弹性几乎被消耗殆尽。</strong></p><p>行业专家预测，此次全球性的内存芯片短缺局面将一直持续到2027年底。由于新建产能具有明显的滞后性，这意味着内存供需失衡的挑战将在未来较长一段时间内持续存在。</p><p>不仅是苹果，全球范围内的个人电脑生产商可能都会面临类似的零部件短缺难题。对于有高性能设备采购需求的消费者来说，这无疑释放了一个价格可能上涨或供货不稳的预警信号。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_16/44170BA18D14C4B47F69DD1CFCF595F09BFF038E_size105_w600_h400.jpg\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果被内存卡住脖子！Mac mini/Mac Studio部分版本已无法下单：供应链告急\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-13 08:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8sHbpG7ZwqB><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月13日消息，有网友发现，苹果美国官网上的Mac mini和Mac Studio部分版本已被悄然下架。目前的页面显示，32GB内存版本的Mac mini已经无法下单。此外，128GB和256GB内存版本的Mac Studio也处于缺货状态。对于依然可以下单的其他版本，消费者则面临着漫长的等待期，预计发货周期长达一到三个月。苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。因...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sHbpG7ZwqB\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4501":"段永平概念","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","BK4566":"资本集团","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) 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Studio也处于缺货状态。对于依然可以下单的其他版本，消费者则面临着漫长的等待期，预计发货周期长达一到三个月。苹果这些反常的举措主要与全球内存芯片市场的结构性失衡密切相关。因人工智能热潮席卷全球，各大科技巨头都在疯狂争夺AI服务器资源，导致对高带宽内存的需求呈指数级增长。受此影响，三星、SK海力士等头部存储厂商纷纷调整战略，将有限的产能优先向高利润的AI存储领域倾斜。这一变动极大地压缩了传统消费级内存的生产配额，导致电子消费品供应链承压。根据TrendForce发布的数据显示，DRAM供应商的平均库存水平已经从2024年底的13到17周，骤降至目前的2到4周。这一数值已处于历史低位，行业供应链的弹性几乎被消耗殆尽。行业专家预测，此次全球性的内存芯片短缺局面将一直持续到2027年底。由于新建产能具有明显的滞后性，这意味着内存供需失衡的挑战将在未来较长一段时间内持续存在。不仅是苹果，全球范围内的个人电脑生产商可能都会面临类似的零部件短缺难题。对于有高性能设备采购需求的消费者来说，这无疑释放了一个价格可能上涨或供货不稳的预警信号。","news_type":1,"symbols_score_info":{"TSLA":0.6,"GOOG":0.6,"AAPB":0.6,"MSFT":0.6,"AAPY":0.6,"AMZN":0.6,"NVDA":0.6,"AAPL":1.92,"META":0.6,"AAPW":0.6,"AAPU":0.6,"AAPX":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPD":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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