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一点人情世故都不懂哎，哈哈哈🤣[开心]
美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键
啵啵接盘
2025-11-29
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","listText":"一点人情世故都不懂哎，哈哈哈🤣[开心] ","text":"一点人情世故都不懂哎，哈哈哈🤣[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581356402418304","repostId":"2648602575","repostType":2,"repost":{"id":"2648602575","kind":"live","pubTimestamp":1782962369,"share":"https://www.laohu8.com/m/news/2648602575?lang=zh_CN&edition=full","pubTime":"2026-07-02 11:19","market":"us","language":"zh","title":"美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2648602575","media":"格隆汇","summary":"据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负","content":"<html><head></head><body><p style=\"text-align: left;\">据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。</p><p style=\"text-align: left;\">美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负面影响。2023年，美光的价格降到了原来的三分之一，导致无力投资新的产能。 </p><p style=\"text-align: left;\">他透露，<u>某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因</u>。预计存储器短缺问题可能会持续到2027年甚至更久，因为制造工厂需要数年时间才能建成，而且下一代存储器的制造工艺更加复杂。美光的这番暗讽被普遍认为是针对其大客户苹果发出的，尽管梅赫罗特拉并未直接提及苹果的名字。</p></body></html>","source":"live_gelonghui","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>美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键</title>\n<style 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left;\">他透露，<u>某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因</u>。预计存储器短缺问题可能会持续到2027年甚至更久，因为制造工厂需要数年时间才能建成，而且下一代存储器的制造工艺更加复杂。美光的这番暗讽被普遍认为是针对其大客户苹果发出的，尽管梅赫罗特拉并未直接提及苹果的名字。</p></body></html>","source":"live_gelonghui","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>美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键</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美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 11:19 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据市场消息，因内存短缺而一跃成为华尔街新宠的半导体公司美光科技，正对着自己的老客户“重拳出击”。美光科技首席执行官桑杰·梅赫罗特拉最新表示，过去几年里，一些客户要求内存制造商降低价格，从而带来了一些负面影响。2023年，美光的价格降到了原来的三分之一，导致无力投资新的产能。 他透露，某些客户大幅降低了内存行业的定价，是现在内存普遍短缺的重要原因。预计存储器短缺问题可能会持续到2027年甚至更久，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4512":"苹果概念","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" 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