Alex_0099
10-13
yes, but look at solar now, and EV, everyone will lose
马斯克谈芯片生产：中国规模化制造能力往往超过全球其他地区总和
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href=\"https://laohu8.com/S/SPCX\">SpaceX</a>为参照，指出SpaceX是少数例外之一——其入轨质量大约比世界其他所有运载火箭加起来高出一个数量级。但他随即补充，即便如此，中国目前已占据非SpaceX入轨质量的大部分份额，\"SpaceX是<a href=\"https://laohu8.com/S/301365\">矩阵</a>中的异常值\"。</p>\n<p>在内存芯片领域，马斯克的判断更为直接。他表示，RAM三年前还只是一种低利润大宗商品，而LP5和LP6采用通用标准设计，\"中国似乎正在快速解决\"。他同时指出，更新一代的HBM架构、逻辑层下方的SRAM层，以及在逻辑层上方进行3D堆叠RAM同时解决散热问题，将是更难攻克的技术挑战。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/16603103-5dec-4ff5-8859-4386b7104df4.png\"/></p>\n<h2>长鑫存储技术突破触发市场抛售</h2>\n<p>马斯克的表态并非凭空而来。就在此前周末，长鑫存储总裁曹堪宇博士在行业活动上宣布，<strong>公司在下一代4F²存储单元架构上取得关键进展，并计划于2026年底前推出基于该架构的DDR5服务器内存产品。</strong></p>\n<p>4F²架构的核心优势在于存储单元面积更小。传统DRAM常见的6F²架构中，F代表工艺最小线宽，而4F²设计理论上可在单位面积内容纳约多三分之一的比特数，从而降低单位成本，并更适合用于AI服务器所需的大容量内存条。曹堪宇表示，该设计采用专有的垂直环绕栅极晶体管以抑制漏电，直接指向高毛利的AI服务器DRAM市场。</p>\n<p>这一消息令市场对中国厂商加速渗透高端存储芯片市场的担忧骤然升温，成为周一芯片股集体下挫的直接导火索。科技股成为周一美股表现最差的板块，内存芯片相关个股首当其冲。美光跌破1000美元关口，最终收跌约4%；闪迪收跌近6%；SK海力士ADR与超微电脑均跌超4%；希捷科技跌超3%；<a href=\"https://laohu8.com/S/QMCO\">昆腾</a>跌超9%；康宁亦大幅下挫。</p>\n<p>市场的抛售逻辑清晰：若中国厂商能够以更低成本、更大规模切入此前由美韩企业主导的高端存储芯片市场，相关企业的利润空间将面临实质性压缩。马斯克的公开表态，在一定程度上强化了投资者对这一竞争格局演变的预期。</p></body></html>","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>马斯克谈芯片生产：中国规模化制造能力往往超过全球其他地区总和</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; 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马斯克谈芯片生产：中国规模化制造能力往往超过全球其他地区总和\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-13 11:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>马斯克对中国制造业规模化能力的最新表态，在芯片行业已引发的竞争焦虑上再添一把火。</p>\n<p>隔夜，中国存储芯片厂商长鑫存储的最新技术突破消息，冲击了美股芯片板块——费城半导体指数周一下跌2.7%，创三周新低。美光、闪迪、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>ADR等内存芯片相关个股领跌，市场对中国厂商加速切入高毛利AI服务器内存市场的担忧情绪明显升温。</p>\n<p>针对这一走势，AI分析师Melvin表示他完全无法理解这波内存股的抛售潮，认为市场反应过度，这波抛售并不合理。</p>\n<p>随后，马斯克在社交平台X上发文回应称，<strong>一旦中国掌握某种产品的制造方法，其规模化能力往往超过全球其他地区的总和，并以锂电池和太阳能为例加以佐证。</strong><strong>他同时对中国在内存芯片领域的追赶速度表达了明确关切，认为LP5和LP6等通用标准规格\"中国似乎正在快速攻克\"。</strong></p>\n<h2>马斯克：中国规模化能力是系统性优势</h2>\n<p>马斯克在帖文中将中国的制造规模化能力定性为一种系统性优势，而非个案现象。他写道：\"当中国弄清楚如何制造一种产品时，其规模化能力往往超过世界其他地区的总和。我们在锂电池和太阳能领域已经见证了这一点。\"</p>\n<p>他以<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>为参照，指出SpaceX是少数例外之一——其入轨质量大约比世界其他所有运载火箭加起来高出一个数量级。但他随即补充，即便如此，中国目前已占据非SpaceX入轨质量的大部分份额，\"SpaceX是<a href=\"https://laohu8.com/S/301365\">矩阵</a>中的异常值\"。</p>\n<p>在内存芯片领域，马斯克的判断更为直接。他表示，RAM三年前还只是一种低利润大宗商品，而LP5和LP6采用通用标准设计，\"中国似乎正在快速解决\"。他同时指出，更新一代的HBM架构、逻辑层下方的SRAM层，以及在逻辑层上方进行3D堆叠RAM同时解决散热问题，将是更难攻克的技术挑战。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/16603103-5dec-4ff5-8859-4386b7104df4.png\"/></p>\n<h2>长鑫存储技术突破触发市场抛售</h2>\n<p>马斯克的表态并非凭空而来。就在此前周末，长鑫存储总裁曹堪宇博士在行业活动上宣布，<strong>公司在下一代4F²存储单元架构上取得关键进展，并计划于2026年底前推出基于该架构的DDR5服务器内存产品。</strong></p>\n<p>4F²架构的核心优势在于存储单元面积更小。传统DRAM常见的6F²架构中，F代表工艺最小线宽，而4F²设计理论上可在单位面积内容纳约多三分之一的比特数，从而降低单位成本，并更适合用于AI服务器所需的大容量内存条。曹堪宇表示，该设计采用专有的垂直环绕栅极晶体管以抑制漏电，直接指向高毛利的AI服务器DRAM市场。</p>\n<p>这一消息令市场对中国厂商加速渗透高端存储芯片市场的担忧骤然升温，成为周一芯片股集体下挫的直接导火索。科技股成为周一美股表现最差的板块，内存芯片相关个股首当其冲。美光跌破1000美元关口，最终收跌约4%；闪迪收跌近6%；SK海力士ADR与超微电脑均跌超4%；希捷科技跌超3%；<a href=\"https://laohu8.com/S/QMCO\">昆腾</a>跌超9%；康宁亦大幅下挫。</p>\n<p>市场的抛售逻辑清晰：若中国厂商能够以更低成本、更大规模切入此前由美韩企业主导的高端存储芯片市场，相关企业的利润空间将面临实质性压缩。马斯克的公开表态，在一定程度上强化了投资者对这一竞争格局演变的预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","MUYY":"GraniteShares YieldBOOSTMU ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SMH":"半导体指数ETF-HOLDRs","VGT":"信息技术ETF-Vanguard","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","FTEC":"Fidelity MSCI Information Techno","LU2102340556.USD":"AZ ALLOCATION - RISK 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