AI驱动电子行业“大通胀” 2026年产业链涨价与景气上行双轮并进_老虎社区_美港股上老虎

AI驱动电子行业“大通胀” 2026年产业链涨价与景气上行双轮并进

ITBEAR科技资讯01-28

在人工智能技术的强力推动下，电子行业正经历一场前所未有的“涨价潮”，多个细分领域迎来价格集体上扬。以国产算力芯片、AI端侧SoC芯片设计及封测、PCB、AIDC等为代表的“硬科技”板块表现尤为突出，相关企业业绩在AI需求激增中持续攀升。与此同时，存储、CPU、封测、被动元件等产业链环节相继宣布价格调整，行业进入全面通胀阶段。存储芯片市场成为本轮涨价的核心驱动力。由于AI训练与推理对内存容量的需求呈...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2606613487?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-28 11:17","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2606613487","market":"hk","top_or_hot":-1,"title":"AI驱动电子行业“大通胀” 2026年产业链涨价与景气上行双轮并进","media":"ITBEAR科技资讯","content":"<div>\n<p>在人工智能技术的强力推动下，电子行业正经历一场前所未有的“涨价潮”，多个细分领域迎来价格集体上扬。以国产算力芯片、AI端侧SoC芯片设计及封测、PCB、AIDC等为代表的“硬科技”板块表现尤为突出，相关企业业绩在AI需求激增中持续攀升。与此同时，存储、CPU、封测、被动元件等产业链环节相继宣布价格调整，行业进入全面通胀阶段。存储芯片市场成为本轮涨价的核心驱动力。由于AI训练与推理对内存容量的需求呈...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125156a45ebeeb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>AI驱动电子行业“大通胀” 2026年产业链涨价与景气上行双轮并进</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nAI驱动电子行业“大通胀” 2026年产业链涨价与景气上行双轮并进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 11:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125156a45ebeeb&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在人工智能技术的强力推动下，电子行业正经历一场前所未有的“涨价潮”，多个细分领域迎来价格集体上扬。以国产算力芯片、AI端侧SoC芯片设计及封测、PCB、AIDC等为代表的“硬科技”板块表现尤为突出，相关企业业绩在AI需求激增中持续攀升。与此同时，存储、CPU、封测、被动元件等产业链环节相继宣布价格调整，行业进入全面通胀阶段。存储芯片市场成为本轮涨价的核心驱动力。由于AI训练与推理对内存容量的需求呈...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125156a45ebeeb&s=b\">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":"SOX","symbol_name":"费城半导体指数","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125156a45ebeeb&s=b","article_id":"2606613487","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128125156a45ebeeb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606613487","pubTimestamp":1769570273,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在人工智能技术的强力推动下，电子行业正经历一场前所未有的“涨价潮”，多个细分领域迎来价格集体上扬。与此同时，存储、CPU、封测、被动元件等产业链环节相继宣布价格调整，行业进入全面通胀阶段。AI算力需求爆发导致服务器CPU产能被大型云服务商提前锁定，2026年产能已基本售罄。本轮涨价潮呈现出明显的AI驱动特征。随着AI技术持续渗透，电子行业通胀压力短期内难以缓解，各环节价格波动或将成为新常态。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688981":"中芯国际","SOX":"费城半导体指数","00981":"中芯国际","BK1607":"新IT概念","BK1614":"港股-半导体","BK1610":"ETF&股票定投概念","BK1526":"科网股","BK1163":"半导体产品"},"translate_title":"AI drives the \"big inflation\" of the electronics industry in 2026, the price increase of the industrial chain and the upward boom will go hand in hand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1.87,"00981":0.9,"SOX":1.91},"content_text":"在人工智能技术的强力推动下，电子行业正经历一场前所未有的“涨价潮”，多个细分领域迎来价格集体上扬。以国产算力芯片、AI端侧SoC芯片设计及封测、PCB、AIDC等为代表的“硬科技”板块表现尤为突出，相关企业业绩在AI需求激增中持续攀升。与此同时，存储、CPU、封测、被动元件等产业链环节相继宣布价格调整，行业进入全面通胀阶段。存储芯片市场成为本轮涨价的核心驱动力。由于AI训练与推理对内存容量的需求呈指数级增长，存储芯片供需缺口持续扩大。据Trendforce最新预测，2026年一季度DRAM合约价将上涨55%-60%，NAND合约价涨幅达33%-38%，均远超此前市场预期。这一趋势不仅带动了存储颗粒价格飙升，更引发封测环节连锁反应——受原材料铜、树脂、基板等成本上升影响，封测厂商在产能利用率维持高位的情况下普遍上调报价。CPU市场同样面临结构性短缺。AI算力需求爆发导致服务器CPU产能被大型云服务商提前锁定，2026年产能已基本售罄。芯片巨头被迫将服务器CPU价格上调10%-15%，以应对代工厂涨价与AI Agent应用带来的额外需求。这种供需失衡正从高端服务器市场向消费级领域蔓延，部分PC厂商已收到CPU供应商的涨价通知。原材料成本上涨成为行业通胀的另一重要推手。覆铜板价格受铜价与玻纤价格联动影响持续走高，被动元件因银价上涨进入涨价周期，MOS和IGBT等功率器件则面临代工费用与有色金属成本双重压力。模拟芯片市场也出现价格异动，海外巨头率先提价后，国内厂商纷纷跟进调整部分料号价格，成熟制程供应紧张成为主要诱因。本轮涨价潮呈现出明显的AI驱动特征。从需求端看，AI大模型参数规模扩张直接推高算力芯片与存储芯片消耗量；从供给端看，先进制程产能被AI芯片大量占用，导致传统电子产品所需芯片出现结构性短缺。这种供需错配正在重塑电子行业价值链，产业链成本传导机制与产品定价逻辑均发生深刻变化。随着AI技术持续渗透，电子行业通胀压力短期内难以缓解，各环节价格波动或将成为新常态。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}