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"title": "AI记忆体价格飙涨6倍!大摩示警:AI需求引爆「晶片通膨」 冲击正蔓延至整个经济",
"shortTitle": "AI记忆体价格飙涨6倍!大摩示警:AI需求引爆「晶片通膨」 ",
"img": "https://cimg.cnyes.cool/prod/news/6482934/l/9835e78807d88e5c60aa04ed8e748c68.jpg",
"description": "摩根士丹利 (MS-US)(下称大摩) 出具最新研究报告示警,AI 浪潮引爆的记忆体晶片抢购潮,正将「晶片通膨」压力推向全球消费市场。过去一年,关键记忆体价格已狂飙 6 倍,迫使从智慧手机到 PC 的制造商,面临涨价或压缩利润的残酷抉择。 报告指出,晶片大厂为抢食 AI 商机,将产能优先供应利润更高的资料中心,导致消费型晶片供给严重紧缩。这种「供需重置」已非单纯的产业周期,而是结构性转变。云端巨头透过长约锁定产能,传统消费电子厂只能在剩余的少量供给中竞争,加剧价格波动。 虽然对消费者物价的直接冲",
"createdAt": "2026-06-03T22:00:04.000Z",
"author": "网络",
"pv": 83,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
}
]
},
"_locals": {},
"cache": false
}