外媒：苹果寻求获准从长鑫存储购买内存芯片

市场资讯06-27

据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存...

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精彩评论

金先生007
06-28
金先生007
新闻编的真清新脱俗啊，跟特斯拉似的配件本土化说的跟不用老美自己的部件似的
邓文鄧文邓闻
06-28
邓文鄧文邓闻
这跟去年要求苹果在本地部署ＡＩ要用国内模型一样，卖给本地的苹果手机电脑产品得用国产零部件、参考特斯拉，

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style=\"text-align: left;\">本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。</p><p style=\"text-align: left;\">若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。</p><p style=\"text-align: left;\">海外内存芯片行业高度集中，仅存三家巨头。苹果设备所用DRAM内存，目前主要依靠美国<a href=\"https://laohu8.com/S/MU\">美光科技</a>、韩国三星与SK海力士供应。</p><p style=\"text-align: left;\">报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。但过去三年人工智能热潮彻底扭转了存储厂商的经营处境：各大科技巨头投入数千亿美元搭建AI基础设施，高端高带宽内存（HBM）需求暴涨，直接导致消费电子领域的传统内存持续紧缺。</p><p style=\"text-align: left;\">6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。</p><p style=\"text-align: left;\">本次IPO，长鑫科技拟募集资金总额为295亿元，是科创板史上第二大IPO，仅次于<a href=\"https://laohu8.com/S/688981\">中芯国际</a>（首发募资532.3亿元）。</p><p style=\"text-align: left;\">最新数据显示，2026年第一季度，长鑫科技营收508亿元，同比增长719.13%；归母净利润247.62亿元，同比增长1688.30%；公司预计2026年上半年营收1100亿元至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比增长2244.03%至2544.19%。</p><p style=\"text-align: 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class=\"title\">\n外媒：苹果寻求获准从长鑫存储购买内存芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4141":"半导体产品","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0889565833.HKD":"FRANKLIN 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ACC"},"source_url":"https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2646391996","content_text":"据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。海外内存芯片行业高度集中，仅存三家巨头。苹果设备所用DRAM内存，目前主要依靠美国美光科技、韩国三星与SK海力士供应。报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。但过去三年人工智能热潮彻底扭转了存储厂商的经营处境：各大科技巨头投入数千亿美元搭建AI基础设施，高端高带宽内存（HBM）需求暴涨，直接导致消费电子领域的传统内存持续紧缺。6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。本次IPO，长鑫科技拟募集资金总额为295亿元，是科创板史上第二大IPO，仅次于中芯国际（首发募资532.3亿元）。最新数据显示，2026年第一季度，长鑫科技营收508亿元，同比增长719.13%；归母净利润247.62亿元，同比增长1688.30%；公司预计2026年上半年营收1100亿元至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比增长2244.03%至2544.19%。","news_type":1,"symbols_score_info":{"AAPX":0.6,"AAPL":1.96,"AAPW":0.6,"AAPU":0.6,"AAPD":0.6,"AAPY":0.6,"MULL":0.6,"MUD":0.6,"MU":1.85,"AAPB":0.6,"MUU":0.6,"APLY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":580017522058416,"gmtCreate":1782636020975,"gmtModify":1782637964104,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"htmlText":"这跟去年要求苹果在本地部署ＡＩ要用国内模型一样，卖给本地的苹果手机电脑产品得用国产零部件、参考特斯拉，","listText":"这跟去年要求苹果在本地部署ＡＩ要用国内模型一样，卖给本地的苹果手机电脑产品得用国产零部件、参考特斯拉，","text":"这跟去年要求苹果在本地部署ＡＩ要用国内模型一样，卖给本地的苹果手机电脑产品得用国产零部件、参考特斯拉，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580017522058416","repostId":2646391996,"repostType":4,"repost":{"id":"2646391996","kind":"news","pubTimestamp":1782541560,"share":"https://www.laohunote.com/m/news/2646391996?lang=zh_CN&edition=full","pubTime":"2026-06-27 14:26","market":"sh","language":"zh","title":"外媒：苹果寻求获准从长鑫存储购买内存芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2646391996","media":"市场资讯","summary":"若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。海外内存芯片行业高度集中，仅存三家巨头。报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。","content":"<html><head></head><body><p style=\"text-align: left;\">据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。</p><p style=\"text-align: left;\">本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。</p><p style=\"text-align: left;\">若能将长鑫存储纳入内存供应链，将缓解苹果受上游供应商挤压的困境。</p><p style=\"text-align: left;\">海外内存芯片行业高度集中，仅存三家巨头。苹果设备所用DRAM内存，目前主要依靠美国<a href=\"https://laohu8.com/S/MU\">美光科技</a>、韩国三星与SK海力士供应。</p><p style=\"text-align: left;\">报道称，2023年全球内存供给过剩，DRAM价格暴跌，苹果等终端厂商借此囤积了大量低价库存。但过去三年人工智能热潮彻底扭转了存储厂商的经营处境：各大科技巨头投入数千亿美元搭建AI基础设施，高端高带宽内存（HBM）需求暴涨，直接导致消费电子领域的传统内存持续紧缺。</p><p style=\"text-align: left;\">6月12日，中国证监会同意长鑫科技集团股份有限公司首次公开发行股票的注册申请。</p><p style=\"text-align: left;\">本次IPO，长鑫科技拟募集资金总额为295亿元，是科创板史上第二大IPO，仅次于<a href=\"https://laohu8.com/S/688981\">中芯国际</a>（首发募资532.3亿元）。</p><p style=\"text-align: left;\">最新数据显示，2026年第一季度，长鑫科技营收508亿元，同比增长719.13%；归母净利润247.62亿元，同比增长1688.30%；公司预计2026年上半年营收1100亿元至1200亿元，同比增长612.53%至677.31%；归母净利润500亿至570亿元，同比增长2244.03%至2544.19%。</p><p style=\"text-align: left;\"></p></body></html>","source":"sina","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\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒：苹果寻求获准从长鑫存储购买内存芯片</title>\n<style 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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外媒：苹果寻求获准从长鑫存储购买内存芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据英国《金融时报》27日报道，六位知情人士透露，为缓解内存芯片涨价带来的成本压力，苹果公司正向美国政府游说，希望获批采购中国半导体企业长鑫存储（CXMT）的内存芯片。本周四苹果罕见上调MacBook与iPad售价，公司市值单日蒸发2630亿美元，创下史上第二大单日跌幅。苹果将涨价归咎于“难以承受”的内存价格，并表示会把成本转嫁给消费者，此前多家消费电子厂商已采取同类调价措施。若能将长鑫存储纳入内存...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-06-27/doc-inievreq0089421.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4141":"半导体产品","LU0444971666.USD":"天利全球科技基金","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN 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