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准奏抄底
2025-09-22
$Bollinger Innovations Inc.(BINI)$
这斯250合完继续跌到0.05继续合
准奏抄底
2025-10-28
$Faraday Future Intelligent Electric Inc(FFAI)$
这种烂公司天天画饼，现在连散户都不行了，连个生产线都没有的破小作坊，还有人信贾诈骗的交付，拿什么交付？贾跃亭手搓吗？长城都不愿意卖零件给他
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16:40","market":"us","language":"zh","title":"苹果Q4在中国手机销量猛增28%夺回榜首，但内存短缺危机恐吞噬利润","url":"https://stock-news.laohu8.com/highlight/detail?id=2604189466","media":"智通财经","summary":"智通财经APP获悉，据 Counterpoint Research 称，尽管关键内存芯片短缺情况加剧，苹果公司(AAPL.US)在假日季的 iPhone 出货量猛增 28%，重新夺回了在中国市场的领先","content":"<html><head></head><body><p>智通财经APP获悉，据 Counterpoint Research 称，尽管关键内存芯片短缺情况加剧，苹果公司(AAPL.US)在假日季的 iPhone 出货量猛增 28%，重新夺回了在中国市场的领先地位。其中，iPhone 17 系列设备吸引了众多消费者，在第四季度，苹果手机的出货量占到了全球出货量的五分之一，而华为等国产手机下滑，出现了两位数的百分比降幅。总体而言，全球最大智能手机市场的出货量下降了 1.6%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4deef728bb8d06233ded9814c00367e5\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"432\"/></p><p style=\"text-align: left;\">在全年出货量排名中，苹果仅以微弱差距落后于华为，位居中国市场的第二位，两者市场份额均约为 17%。苹果 2025 年的出货量增长了 7.5%。但其表现并非毫无瑕疵，新推出的 iPhone Air 在中国上市时间晚于其他地区，且销售情况不佳。</p><p style=\"text-align: left;\">Counterpoint 分析师伊万·林表示：“iPhone Air 表现不佳。由于发布较晚，以及在轻薄和功能配置之间做出的取舍，导致其开局缓慢。”</p><p style=\"text-align: left;\">此外，iPhone出货量重回榜首，还很大程度上归功于其集成的 Apple Intelligence 功能。为了流畅运行端侧大模型，未来的iPhone(如iPhone 18系列)必须配备更大容量的运行内存(RAM)。在内存单价飙升的背景下，苹果还不得不提高单机的内存容量(例如从8GB迈向12GB/16GB)。这种“价格上涨+需求容量增加”的双重打击，是苹果在维持市场第一地位时面临的最大财务挑战。</p><p style=\"text-align: left;\">然而，尽管当前iPhone在市场销量夺冠，但内存芯片价格的剧烈波动，正悄然成为影响其未来利润走向与产品策略规划的最大不确定因素。</p><p style=\"text-align: left;\">从苹果到惠普(HPQ.US)，众多消费硬件设备制造公司都承受着巨大压力。这是因为，它们对价格高昂的内存组件的需求，已然演变成了一种投资风险，而且种种迹象表明，这种风险在短期内难以得到扭转。如今，越来越多的企业纷纷发出警告，提醒人们关注用于设备数据存储的半导体短缺所引发的诸多不确定影响。</p><p style=\"text-align: left;\">这种半导体短缺状况的出现，源于存储芯片制造商将更多的产能分配给了英伟达公司人工智能芯片所需的高端存储器生产。这一举措直接导致相关内存芯片价格持续攀升，同时，那些无法确保长期稳定供应的小企业，其生存空间被进一步挤压。</p><p style=\"text-align: left;\">Tortoise Capital高级投资组合经理Rob Thummel表示：“他们处境艰难。他们基本上只有两个选择：要么接受利润率下降，但市场不会喜欢这样;要么提高价格以抵消更高的内存成本，但这样做可能会损害需求。”Tortoise Capital管理着91亿美元的资产，并运营着一只专注于人工智能基础设施的交易所交易基金。</p><p style=\"text-align: left;\">内存需求的激增导致了技术研究公司 IDC所说的“前所未有的内存芯片短缺”，该公司认为这对设备制造商来说是一场“危机”，因为供应短缺导致芯片价格飙升。</p><p style=\"text-align: left;\">Counterpoint 分析师写道：“展望未来，内存价格预计将进一步上涨，在 2026 年第一季度将上涨 40% 至 50%，随后在 2026 年第二季度还将再上涨约 20%。”“智能手机原始设备制造商预计将优化其产品组合，尤其会减少低端机型以保持利润率。”</p><p style=\"text-align: left;\">因此，对于刚刚重返巅峰的苹果而言，这意味着其巨大的出货量将面临严峻的物料成本挑战，尤其是苹果此前签署的低价长期供应协议正密集到期，新一轮的采购谈判必将面临溢价压力，这不仅考验着苹果供应链的议价权，更直接威胁到其产品线的毛利率水平。</p><p style=\"text-align: left;\">台积电首席执行官魏哲家上周强调了内存短缺对市场造成的不均衡影响，称高端智能手机基本未受影响。苹果公司所有产品均处于市场高端，因此展现出最强的抗压能力。凭借榜首的市场份额和雄厚的资金，苹果在与三星、海力士等芯片巨头谈判时拥有最高议价权。</p><p style=\"text-align: left;\">虽然内存涨价，但苹果有能力优先获得供应。相比之下，排在后面的竞争对手可能不仅要面对高价，还会面临“断货”风险。这意味着内存芯片的短缺，反而可能成为苹果利用供应链优势进一步稳固榜首位置的“护城河”。</p><p style=\"text-align: left;\">不过，Counterpoint 称，中国新一轮的消费者补贴正在帮助缓解制造商的成本压力。但总的来说，iPhone的销量榜首证明了其市场统治力，而内存芯片的消息则揭示了其盈利风险。苹果能否在2026年保住第一，很大程度上取决于其如何消化这波“内存寒潮”带来的成本冲击。</p></body></html>","source":"live_zhitongcaijing","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Q4在中国手机销量猛增28%夺回榜首，但内存短缺危机恐吞噬利润</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; 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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苹果Q4在中国手机销量猛增28%夺回榜首，但内存短缺危机恐吞噬利润\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 16:40 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据 Counterpoint Research 称，尽管关键内存芯片短缺情况加剧，苹果公司(AAPL.US)在假日季的 iPhone 出货量猛增 28%，重新夺回了在中国市场的领先地位。其中，iPhone 17 系列设备吸引了众多消费者，在第四季度，苹果手机的出货量占到了全球出货量的五分之一，而华为等国产手机下滑，出现了两位数的百分比降幅。总体而言，全球最大智能手机市场的出货量...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2604189466","content_text":"智通财经APP获悉，据 Counterpoint Research 称，尽管关键内存芯片短缺情况加剧，苹果公司(AAPL.US)在假日季的 iPhone 出货量猛增 28%，重新夺回了在中国市场的领先地位。其中，iPhone 17 系列设备吸引了众多消费者，在第四季度，苹果手机的出货量占到了全球出货量的五分之一，而华为等国产手机下滑，出现了两位数的百分比降幅。总体而言，全球最大智能手机市场的出货量下降了 1.6%。在全年出货量排名中，苹果仅以微弱差距落后于华为，位居中国市场的第二位，两者市场份额均约为 17%。苹果 2025 年的出货量增长了 7.5%。但其表现并非毫无瑕疵，新推出的 iPhone Air 在中国上市时间晚于其他地区，且销售情况不佳。Counterpoint 分析师伊万·林表示：“iPhone Air 表现不佳。由于发布较晚，以及在轻薄和功能配置之间做出的取舍，导致其开局缓慢。”此外，iPhone出货量重回榜首，还很大程度上归功于其集成的 Apple Intelligence 功能。为了流畅运行端侧大模型，未来的iPhone(如iPhone 18系列)必须配备更大容量的运行内存(RAM)。在内存单价飙升的背景下，苹果还不得不提高单机的内存容量(例如从8GB迈向12GB/16GB)。这种“价格上涨+需求容量增加”的双重打击，是苹果在维持市场第一地位时面临的最大财务挑战。然而，尽管当前iPhone在市场销量夺冠，但内存芯片价格的剧烈波动，正悄然成为影响其未来利润走向与产品策略规划的最大不确定因素。从苹果到惠普(HPQ.US)，众多消费硬件设备制造公司都承受着巨大压力。这是因为，它们对价格高昂的内存组件的需求，已然演变成了一种投资风险，而且种种迹象表明，这种风险在短期内难以得到扭转。如今，越来越多的企业纷纷发出警告，提醒人们关注用于设备数据存储的半导体短缺所引发的诸多不确定影响。这种半导体短缺状况的出现，源于存储芯片制造商将更多的产能分配给了英伟达公司人工智能芯片所需的高端存储器生产。这一举措直接导致相关内存芯片价格持续攀升，同时，那些无法确保长期稳定供应的小企业，其生存空间被进一步挤压。Tortoise Capital高级投资组合经理Rob Thummel表示：“他们处境艰难。他们基本上只有两个选择：要么接受利润率下降，但市场不会喜欢这样;要么提高价格以抵消更高的内存成本，但这样做可能会损害需求。”Tortoise Capital管理着91亿美元的资产，并运营着一只专注于人工智能基础设施的交易所交易基金。内存需求的激增导致了技术研究公司 IDC所说的“前所未有的内存芯片短缺”，该公司认为这对设备制造商来说是一场“危机”，因为供应短缺导致芯片价格飙升。Counterpoint 分析师写道：“展望未来，内存价格预计将进一步上涨，在 2026 年第一季度将上涨 40% 至 50%，随后在 2026 年第二季度还将再上涨约 20%。”“智能手机原始设备制造商预计将优化其产品组合，尤其会减少低端机型以保持利润率。”因此，对于刚刚重返巅峰的苹果而言，这意味着其巨大的出货量将面临严峻的物料成本挑战，尤其是苹果此前签署的低价长期供应协议正密集到期，新一轮的采购谈判必将面临溢价压力，这不仅考验着苹果供应链的议价权，更直接威胁到其产品线的毛利率水平。台积电首席执行官魏哲家上周强调了内存短缺对市场造成的不均衡影响，称高端智能手机基本未受影响。苹果公司所有产品均处于市场高端，因此展现出最强的抗压能力。凭借榜首的市场份额和雄厚的资金，苹果在与三星、海力士等芯片巨头谈判时拥有最高议价权。虽然内存涨价，但苹果有能力优先获得供应。相比之下，排在后面的竞争对手可能不仅要面对高价，还会面临“断货”风险。这意味着内存芯片的短缺，反而可能成为苹果利用供应链优势进一步稳固榜首位置的“护城河”。不过，Counterpoint 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真烂，现在是要什么没什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519482630750464","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541642256762062","authorId":"3541642256762062","name":"广场上的利弗鸟","avatar":"https://static.tigerbbs.com/3b8931d9efec677f255be618cd0c26a1","crmLevel":5,"crmLevelSwitch":0,"idStr":"3541642256762062","authorIdStr":"3541642256762062"},"content":"后悔建仓 吃shi都赶不上热乎的。","text":"后悔建仓 吃shi都赶不上热乎的。","html":"后悔建仓 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