DRAM/NAND存储涨价狂潮席卷消费电子! Meta(META.US)上调Quest VR售价最高涨100美元

智通财经04-17

智通财经APP获悉，Facebook母公司Meta Platforms(META.US)重磅宣布将上调其Quest虚拟现实头显(即风靡全球的“Quest VR头显”系列产品)的售价，以抵消近期存储芯片成本大幅上升所带来的严重负面影响。Meta这次上调Quest价格，可谓是DRAM/NAND存储芯片供不应求压力向消费电子终端进一步传导与渗透的又一个清晰信号，随着全球AI数据中心建设进程如火如荼所带来...

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Meta(META.US)上调Quest VR售价 最高涨100美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 07:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1429703.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Facebook母公司Meta Platforms(META.US)重磅宣布将上调其Quest虚拟现实头显(即风靡全球的“Quest VR头显”系列产品)的售价，以抵消近期存储芯片成本大幅上升所带来的严重负面影响。Meta这次上调Quest价格，可谓是DRAM/NAND存储芯片供不应求压力向消费电子终端进一步传导与渗透的又一个清晰信号，随着全球AI数据中心建设进程如火如荼所带来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429703.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2720916845.USD","symbol_name":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1429703.html","article_id":"2628240537","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2628240537","pubTimestamp":1776383111,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Facebook母公司Meta Platforms重磅宣布将上调其Quest虚拟现实头显的售价，以抵消近期存储芯片成本大幅上升所带来的严重负面影响。根据Meta的官网最新声明，自4月19日起，Meta Quest 3S以及Meta Quest 3S的价格将分别上调50美元，至349.99美元和449.99美元;Meta Quest 3的价格则将上调100美元，至599.99美元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4524":"宅经济概念","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - 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Meta (META.US) Raises Quest VR Price Up to $100","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2d1b33ee8248c4ae48c4e14134c4a07d","symbols_score_info":{"GOOG":0.6,"META":1.98,"AMZN":0.6,"SNDX":1.87,"TSLA":0.6,"AAPL":0.6,"NVDA":0.6,"MSFT":0.6},"content_text":"智通财经APP获悉，Facebook母公司Meta Platforms(META.US)重磅宣布将上调其Quest虚拟现实头显(即风靡全球的“Quest VR头显”系列产品)的售价，以抵消近期存储芯片成本大幅上升所带来的严重负面影响。Meta这次上调Quest价格，可谓是DRAM/NAND存储芯片供不应求压力向消费电子终端进一步传导与渗透的又一个清晰信号，随着全球AI数据中心建设进程如火如荼所带来的近乎无止境存储芯片需求持续挤压供给端，价格狂飙式上涨的存储芯片正在改写消费电子成本曲线，而消费电子端似乎只能选择被动承受涨价与供货压力。这家科技巨头在其官方网站上表示：“我们之所以宣布将作出这一调整，是因为打造高性能VR硬件的成本已显著上升。”“关键组件——尤其是存储芯片的价格在全球范围迅速飙升，正在影响几乎所有消费电子品类，VR也不例外。”根据Meta的官网最新声明，自4月19日起，Meta Quest 3S(128GB)以及Meta Quest 3S(256GB)的价格将分别上调50美元，至349.99美元和449.99美元;Meta Quest 3(256GB)的价格则将上调100美元，至599.99美元。更新后的定价也将适用于翻新机型。尽管Meta已经向客户们保证，其仍将致力于投资VR并“将继续引领这一品类”，但该公司在业务经营重点从以元宇宙为核心的虚拟现实主题转向人工智能雄心壮志之际，大幅裁减了Reality Labs业务部门约10%的员工。在VR头显这个细分赛道里，Meta Quest仍是全球最主流且实际出货规模最大的VR头显系列之一，基本可以视为当前全球VR头衔市场的“量产主力”。IDC最新数据显示，Meta在2025年仍以72.2%的份额领跑全球XR市场，说明Quest平台的统治地位还在;但同一份IDC数据也显示，Meta独家推出的Quest VR头显系列产品的出货量同比下滑42.3%，反映出当前的VR需求并非像当年的PC与智能手机需求热潮那样全面爆发，而是更集中在核心玩家和游戏用户群体。AI算力洪流将DRAM/NAND存储芯片需求推向指数级扩张根据市场研究机构Counterpoint Research统计数据，存储市场已进入“超级牛市”阶段，当前供需与价格行情远远超越了2018年云计算热潮时期的历史高点。Counterpoint Research统计显示，存储芯片供应商们的议价能力已达到历史最高水平，推动2025年第四季度存储芯片整体价格至少飙升50%。2026年以来，DRAM/NAND存储芯片仍在持续狂飙，另一研究机构TrendForce集邦咨询最新存储器价格调查显示，预估2026年第二季度整体一般型DRAM(Conventional DRAM)合约价格将环比大幅增长58%-63%(此前Conventional DRAM的Q1涨价预期为93%至98%)，NAND Flash市场持续由AI训练/推理以及广泛的数据中心相关需求所主导，全产品线连锁涨价的效应不减，预计二季度整体合约价格在第一季度上涨近100%的基数之上，将环比大幅增长70%-75%。从消费电子产业链视角来看，Meta上调Quest VR头显售价这件涨价事件的含义不是“Quest VR头显卖得过于火爆”，而是云计算巨头们所主导的史无前例AI算力基础设施投资浪潮已强到足以改写消费电子的成本曲线。正如Meta公告所显示的那样，关键组件特别是存储芯片的全球涨价，正在冲击几乎所有消费电子品类。这次Quest涨价可谓凸显出DRAM/NAND的供需极度不平衡态势已经从AI数据中心链条，全面外溢到VR、PC、游戏主机等消费电子硬件端。对资本市场而言，这继续强化了“存储超级周期受益者在上游、压力承受者在下游终端品牌”这条投资主线——也就是，涨价对Meta这类硬件卖方未必是好消息，但对SK 海力士、三星电子、美光科技以及企业级存储制造链条的议价能力，却是在持续增强。“存储超级周期”之所以成为AI投资浪潮里最硬的主线之一，核心在于HBM/DRAM/NAND已经从周期品，阶段性演变成了算力扩张的最为稀缺约束之一。华尔街当前对于存储芯片供需动态的核心预判在于HBM内存/NAND闪存供需错配可能延续到2028年前后，市场仍低估本轮存储芯片厂商们的盈利增长轨迹。无论是谷歌主导的无比庞大TPU AI算力集群，抑或海量英伟达AI GPU算力集群，均离不开需要全面集成搭载AI芯片的HBM存储系统;且除了HBM，当前谷歌与OpenAI科技巨头们加速新建或扩建AI数据中心还必须大规模购置服务器级别DDR5存储以及企业级高性能SSD/HDD等存储解决方案。也正因为如此，企业级SSD系列产品领军者闪迪股价自2026年初以来已大幅上涨，并在过去一年出现极端级别重估——这本质上不是单纯情绪炒作，而是市场在重新给“AI驱动的存储定价权”估值。在整个2025年，闪迪股价涨幅高达惊人的580%，今年则仍在上演“全球存储芯片神话”般的史诗级涨势——年初以来暴涨300%，乃全球股市毋庸置疑的AI算力基础设施主题“超级大牛股”。","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":1,"need_auth":false,"need_login_tip":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":"4.42.1","shortVersion":"4.42.1","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/2628240537","isCrawlerRequest":true}

DRAM/NAND存储涨价狂潮席卷消费电子! Meta(META.US)上调Quest VR售价 最高涨100美元

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DRAM/NAND存储涨价狂潮席卷消费电子! Meta(META.US)上调Quest VR售价最高涨100美元