<p>作者：Britney Nguyen</p>
<p>尽管努力增加生产能力，但分析师表示，内存芯片的需求在短期内仍将超过供应。</p>
<p>周四早晨，美光科技及其他内存和存储股票上涨。</p>
<p>在苹果承认其无法避免内存和存储芯片价格飙升后，美光科技（Micron Technology）及相关股票预计将在周四早晨上涨。</p>
<p>美光科技的股票（MU）在盘前交易中上涨了 4.4%，希捷科技（Seagate Technology，STX）也上涨了，而西部数据（Western Digital，WDC）的股票上涨了 5.8%。闪迪（Sandisk，SNDK）的股票上涨了 3.9%。</p>
<p>在周三晚间发布的《华尔街日报》独家采访中，苹果（AAPL）首席执行官蒂姆·库克（Tim Cook）表示 “价格上涨是不可避免的。” 这一言论帮助提升了海外上市的韩国内存制造商 SK 海力士（SK Hynix，KR:000660）和三星电子（Samsung Electronics，KR:005930）的股票。</p>
<p>这家 iPhone 制造商表示，计划提高价格以吸收由于人工智能需求导致的内存和存储组件成本上升。尽管库克表示苹果试图避免将价格上涨转嫁给客户，但他告诉《华尔街日报》，“这种情况已经变得不可持续。”</p>
<p>另一方面，内存和存储制造商从短缺中大大受益，德意志银行分析师梅丽莎·韦瑟斯（Melissa Weathers）表示，这种情况在短期内可能会继续。</p>
<p>尽管企业计划扩大动态随机存取内存（DRAM）和 NAND 内存的产能，韦瑟斯在周一的报告中表示，“DRAM 位需求在未来几年仍将大幅超过供应增长”，因为自主 AI 和向推理的转变需要更多内存。位是指存储的数据的最小单位。</p>
<p>她预计供需失衡将持续到今年下半年，并持续到 2028 年。这一动态促使她将美光股票的目标价上调至 1500 美元。</p>
<p>美光将在下周三下午发布财报。</p>
<p>不要错过：苹果表示由于人工智能的繁荣，将被迫提高价格，这是 “不可避免的”。</p>
<p>-Britney Nguyen</p>
<p>本文由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>06-18-26 0816ET</p>

苹果

希捷科技

西部数据

<p>美光科技的股票在盘前交易中上涨了 4.4%，因为苹果承认由于人工智能驱动的需求超过供应，内存芯片价格上涨是不可避免的。分析师预计这种不平衡将持续到 2028 年，这促使德意志银行将美光的目标股价上调至 1,500 美元。其他存储类股票，如西部数据和希捷科技也有所上涨</p>

<p>By Britney Nguyen</p>
<div class="lb-trans"><p>作者：Britney Nguyen</p>
</div><p>Demand for memory chips will continue to outpace supply in the near term despite efforts to add manufacturing capacity, an analyst says</p>
<div class="lb-trans"><p>尽管努力增加生产能力，但分析师表示，内存芯片的需求在短期内仍将超过供应。</p>
</div><p>Micron and other memory and storage stocks were on the rise Thursday morning.</p>
<div class="lb-trans"><p>周四早晨，美光科技及其他内存和存储股票上涨。</p>
</div><p>Shares of Micron Technology and related stocks are set to rise Thursday morning after Apple acknowledged that it isn't immune to surging prices for memory and storage chips.</p>
<div class="lb-trans"><p>在苹果承认其无法避免内存和存储芯片价格飙升后，美光科技（Micron Technology）及相关股票预计将在周四早晨上涨。</p>
</div><p>Micron's stock (MU) was up 4.4% in premarket action, as was Seagate Technology's (STX), while Western Digital's stock (WDC) was up 5.8%. Sandisk's stock (SNDK) was ahead 3.9%.</p>
<div class="lb-trans"><p>美光科技的股票（MU）在盘前交易中上涨了 4.4%，希捷科技（Seagate Technology，STX）也上涨了，而西部数据（Western Digital，WDC）的股票上涨了 5.8%。闪迪（Sandisk，SNDK）的股票上涨了 3.9%。</p>
</div><p>In an exclusive interview with The Wall Street Journal published late Wednesday, Apple (AAPL) CEO Tim Cook's commented that &#34;price increases are unavoidable.&#34; The sentiment helped lift overseas-listed shares of South Korean memory makers SK Hynix (KR:000660) and Samsung Electronics (KR:005930).</p>
<div class="lb-trans"><p>在周三晚间发布的《华尔街日报》独家采访中，苹果（AAPL）首席执行官蒂姆·库克（Tim Cook）表示 “价格上涨是不可避免的。” 这一言论帮助提升了海外上市的韩国内存制造商 SK 海力士（SK Hynix，KR:000660）和三星电子（Samsung Electronics，KR:005930）的股票。</p>
</div><p>The iPhone maker said it plans to raise prices to absorb the rising costs of memory and storage components that have been in tight supply due to artificial-intelligence demand. Though Cook said Apple has tried to avoid passing on price increases to customers, &#34;the situation has become unsustainable,&#34; he told The Journal.</p>
<div class="lb-trans"><p>这家 iPhone 制造商表示，计划提高价格以吸收由于人工智能需求导致的内存和存储组件成本上升。尽管库克表示苹果试图避免将价格上涨转嫁给客户，但他告诉《华尔街日报》，“这种情况已经变得不可持续。”</p>
</div><p>Memory and storage makers on the other hand have greatly benefitted from the shortages, which Deutsche Bank analyst Melissa Weathers said will likely continue in the near-term.</p>
<div class="lb-trans"><p>另一方面，内存和存储制造商从短缺中大大受益，德意志银行分析师梅丽莎·韦瑟斯（Melissa Weathers）表示，这种情况在短期内可能会继续。</p>
</div><p>Despite corporate plans to expand capacity of dynamic random-access memory and NAND memory, Weathers said in a Monday note that &#34;DRAM bit demand is still set to vastly outpace supply growth in the coming years&#34; as agentic AI and the shift to inference require more memory. Bit refers to the smallest unit of data being stored.</p>
<div class="lb-trans"><p>尽管企业计划扩大动态随机存取内存（DRAM）和 NAND 内存的产能，韦瑟斯在周一的报告中表示，“DRAM 位需求在未来几年仍将大幅超过供应增长”，因为自主 AI 和向推理的转变需要更多内存。位是指存储的数据的最小单位。</p>
</div><p>She expects the supply-demand imbalance to continue into the second half of this year through 2028. That dynamic led her to raise her price target on Micron's stock to $1,500.</p>
<div class="lb-trans"><p>她预计供需失衡将持续到今年下半年，并持续到 2028 年。这一动态促使她将美光股票的目标价上调至 1500 美元。</p>
</div><p>Micron reports earnings next Wednesday afternoon.</p>
<div class="lb-trans"><p>美光将在下周三下午发布财报。</p>
</div><p>Don't miss: It's 'unavoidable': Apple says it will be forced to raise prices due to the AI boom</p>
<div class="lb-trans"><p>不要错过：苹果表示由于人工智能的繁荣，将被迫提高价格，这是 “不可避免的”。</p>
</div><p>-Britney Nguyen</p>
<div class="lb-trans"><p>-Britney Nguyen</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>本文由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>06-18-26 0816ET</p>
<div class="lb-trans"><p>06-18-26 0816ET</p>
</div>

Micron's stock is on the rise. Even Apple isn't safe from ballooning memory-chip costs.

- 存储芯片需求将继续超过供应，尽管增加生产能力。  
- 苹果表示将提高价格以应对内存成本上涨。  
- 分析师预测供需失衡将持续至 2028 年。

Dow Jones

美光科技

2 倍做多 MU ETF - GraniteShares

1 倍做空 MU ETF - Direxion

2 倍做多美光科技 ETF - Direxion

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

2 倍做多 AAPL ETF - GraniteShares

T-Rex 2X Long Apple Daily Target ETF

AAPL 周收益 ETF - Roundhill

YieldMax AAPL Option Income Strategy ETF

Kurv Yield Premium Strategy Apple Aapl ETF

2 倍做多 MAG7 指数 ETF - Roundhill

Tradr 2X Long STX Daily ETF

Defiance Daily Target 2X Long Stx ETF

Leverage Shares 2X Long STX Daily ETF

Tradr 2X Long WDC Daily ETF

GraniteShares YieldBOOST MU ETF

Defiance Daily Target 2X Short MU ETF

闪迪

三星电子

德意志银行

Western Digital - WI

Sandisk - WI

Samsung Electronics Co., Ltd. Sponsored GDR

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

美光科技的股价正在上升。即便是苹果也难以幸免于不断攀升的内存芯片成本