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怀特星骑马的芒果
06-27

Sadana言之有理

苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产

苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。

苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产

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src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></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>苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产</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苹果涨价怪存储？美光高管反击：那要怪此前低价采购导致存储厂商不再扩产\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\">2026-06-26 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">围绕存储芯片价格的责任归属，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与美光正展开一场公开隔空交锋。</p><p style=\"text-align: left;\">苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。</p><p style=\"text-align: left;\">此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。</p><p style=\"text-align: left;\">然而，作为苹果供应商之一，<a href=\"https://laohu8.com/S/MU\">美光科技</a>首席商务官Sumit Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。</p><p style=\"text-align: left;\">这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><h2 style=\"text-align: left;\">库克喊冤：存储商涨价凶猛，消费者承压</h2><p style=\"text-align: left;\">库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：</p><blockquote><p style=\"text-align: left;\">在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。</p></blockquote><p style=\"text-align: left;\">这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。</p><p style=\"text-align: left;\">对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。<strong>他未点名道姓，但措辞直接</strong>：</p><blockquote><p style=\"text-align: left;\">我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。</p></blockquote><p style=\"text-align: left;\">他进一步指出：</p><blockquote><p style=\"text-align: left;\"><strong>2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。</strong></p></blockquote><p style=\"text-align: left;\">苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。</p><p style=\"text-align: left;\">然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。</p><p style=\"text-align: left;\"><strong>这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) 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Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"APLY":0.6,"AAPX":0.6,"AAPY":0.6,"MULL":0.6,"AAPU":0.6,"MUU":0.6,"MU":1.91,"AAPD":0.6,"MUD":0.6,"AAPB":0.6,"AAPL":1.95,"AAPW":0.6}},"isVote":1,"tweetType":1,"viewCount":95,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}