马斯克：存储需求增速是供应的10倍甚至更高，基础经济学原理告诉我们，价格该涨不该跌

每日经济新闻08-06

近日，马斯克在SpaceX 2026年第二季度财报电话会上罕见点评存储市场。他表示，存储供给每年增长约20%，但需求增速高达200%甚至更高，供需严重失衡，价格上涨是经济学基本规律。　　据SpaceX财报电话会记录，马斯克在会上就当前AI基础设施的核心瓶颈发表看法：　　看看逻辑芯片和存储的产出增速。你必须始终关注限制性因素。当前的限制性因素就是存储。存储产出每年增长约20%。对于任何一个大型成熟...

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Basic economic principles tell us that prices should rise rather than fall","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4acdf7f6e7f0d2d8d047c86a5b670e8","symbols_score_info":{"WDC":1.85,"COWG":0.6,"QQQG":0.6,"FDTX":0.6,"CNEQ":0.6,"CNAV":0.6,"WDCX":0.6,"CGGO":0.6,"SNDX":1.85,"FCUS":0.6,"PTF":0.6},"content_text":"近日，马斯克在SpaceX 2026年第二季度财报电话会上罕见点评存储市场。他表示，存储供给每年增长约20%，但需求增速高达200%甚至更高，供需严重失衡，价格上涨是经济学基本规律。　　据SpaceX财报电话会记录，马斯克在会上就当前AI基础设施的核心瓶颈发表看法：　　看看逻辑芯片和存储的产出增速。你必须始终关注限制性因素。当前的限制性因素就是存储。存储产出每年增长约20%。对于任何一个大型成熟行业来说，这已经是极快的速度了。但你要问自己：需求也只增长20%吗？不，需求每年增长200%，甚至更高。需求增速远超供给，基础经济学原理告诉我们，价格应该上涨，而不是下跌。　　周三，美国两大存储芯片大厂闪迪和西部数据均公布了亮眼财报，但给出的业绩指引却令投资者感到失望，两家公司股价在美股盘后大跌。　　截至发稿，闪迪、西部数据美股盘前股价大跌超5%。　　在韩国市场上，存储板块也遭遇重挫，截至6日收盘，SK海力士跌超逾10%，三星电子跌超6%。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2657760687","isCrawlerRequest":true}