[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio5ab5bc6a":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio5ab5bc6a","突发！苹果AAPL想找中国存储救急，华盛顿不答应！","\u002Fdoc\u002Fdcio5ab5bc6a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>据《华尔街日报》报道，美国商务部长\u003C\u002Fspan>Lutnick\u003Cspan>明确表示，不希望苹果采购中国存储芯片。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>可问题是，苹果才开始测试\u003C\u002Fspan>CXMT\u003Cspan>和\u003C\u002Fspan>YMTC\u003Cspan>，希望多找一个货源，也顺便压一压现有供应商的报价。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>•\u003C\u002Fspan>\u003Cspan>如果中国供应商被挡在门外，苹果只能更依赖\u003C\u002Fspan>MU\u003Cspan>、\u003C\u002Fspan>SK\u003Cspan>海力士、三星和\u003C\u002Fspan>SNDK\u003Cspan>，老供应商的话语权会更强。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>•\u003C\u002Fspan>\u003Cspan>中国存储也不是以前那种“低价冲市场”了。\u003C\u002Fspan>CXMT\u003Cspan>、\u003C\u002Fspan>YMTC\u003Cspan>在部分产品上同样提价，说明真正的问题是缺货，不只是政治。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>•\u003C\u002Fspan>\u003Cspan>对\u003C\u002Fspan>MU\u003Cspan>和\u003C\u002Fspan>SNDK\u003Cspan>来说，市场买的不是一条新闻，而是未来几个季度的价格更硬、订单更稳。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网认为，这条消息真正改变的是苹果的议价能力。过去苹果靠体量压供应商，现在\u003C\u002Fspan>AI\u003Cspan>大客户抢产能，华盛顿又限制备选货源，苹果手里的牌明显少了。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>接下我们\u003C\u002Fspan>\u003Cspan>会盯三件事：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美国会不会把“劝阻”升级成正式限制；\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>苹果最终是否签下\u003C\u002Fspan>CXMT\u003Cspan>或\u003C\u002Fspan>YMTC\u003Cspan>；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>DRAM\u003Cspan>和\u003C\u002Fspan>NAND\u003Cspan>合约价能不能继续上涨。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAAPL\u002FAAPL.jpg","2026-08-15T04:43:17","2026.08.15","2026\u002F08\u002F15",52778,[22],"AAPL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]