美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键_老虎社区_美港股上老虎

美光CEO再次暗讽苹果：低价采购是造成内存短缺的关键

格隆汇07-02

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，...

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Juliusdk
·07-03
太飘了
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怀特星骑马的芒果
·07-02
果然是技术公司
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啵啵接盘
·07-02
一点人情世故都不懂哎，哈哈哈🤣[开心]
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- 小肥狼:
  苹果以后就是老登了舔好英伟达就行了 [开心] [开心] [开心]
  07-02
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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 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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":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) 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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，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。","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPU":0.6,"MU":2.1,"MULL":0.6,"AAPD":0.6,"MUU":0.6,"AAPY":0.6,"AAPL":2.1,"MUD":0.6,"AAPW":0.6,"AAPX":0.6,"APLY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":581362020118928,"gmtCreate":1782964175682,"gmtModify":1782964177999,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/362b840900fa898adfde76ff1a091458","vip":1,"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"htmlText":"果然是技术公司","listText":"果然是技术公司","text":"果然是技术公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581362020118928","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 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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&nbsp;&nbsp;&nbsp;<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":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) 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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，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。","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPU":0.6,"MU":2.1,"MULL":0.6,"AAPD":0.6,"MUU":0.6,"AAPY":0.6,"AAPL":2.1,"MUD":0.6,"AAPW":0.6,"AAPX":0.6,"APLY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":581356402418304,"gmtCreate":1782962883612,"gmtModify":1782963008886,"author":{"id":"3493862475080649","authorId":"3493862475080649","name":"啵啵接盘","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3493862475080649","idStr":"3493862475080649"},"htmlText":"一点人情世故都不懂哎，哈哈哈🤣[开心]&nbsp;&nbsp;","listText":"一点人情世故都不懂哎，哈哈哈🤣[开心]&nbsp;&nbsp;","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 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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&nbsp;&nbsp;&nbsp;<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":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) 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