<p>作者：Britney Nguyen</p>
<p>儘管努力增加生產能力，但分析師表示，內存芯片的需求在短期內仍將超過供應。</p>
<p>週四早晨，美光科技及其他內存和存儲股票上漲。</p>
<p>在蘋果承認其無法避免內存和存儲芯片價格飆升後，美光科技（Micron Technology）及相關股票預計將在週四早晨上漲。</p>
<p>美光科技的股票（MU）在盤前交易中上漲了 4.4%，希捷科技（Seagate Technology，STX）也上漲了，而西部數據（Western Digital，WDC）的股票上漲了 5.8%。閃迪（Sandisk，SNDK）的股票上漲了 3.9%。</p>
<p>在週三晚間發佈的《華爾街日報》獨家採訪中，蘋果（AAPL）首席執行官蒂姆·庫克（Tim Cook）表示 “價格上漲是不可避免的。” 這一言論幫助提升了海外上市的韓國內存製造商 SK 海力士（SK Hynix，KR:000660）和三星電子（Samsung Electronics，KR:005930）的股票。</p>
<p>這家 iPhone 製造商表示，計劃提高價格以吸收由於人工智能需求導致的內存和存儲組件成本上升。儘管庫克表示蘋果試圖避免將價格上漲轉嫁給客户，但他告訴《華爾街日報》，“這種情況已經變得不可持續。”</p>
<p>另一方面，內存和存儲製造商從短缺中大大受益，德意志銀行分析師梅麗莎·韋瑟斯（Melissa Weathers）表示，這種情況在短期內可能會繼續。</p>
<p>儘管企業計劃擴大動態隨機存取內存（DRAM）和 NAND 內存的產能，韋瑟斯在週一的報告中表示，“DRAM 位需求在未來幾年仍將大幅超過供應增長”，因為自主 AI 和向推理的轉變需要更多內存。位是指存儲的數據的最小單位。</p>
<p>她預計供需失衡將持續到今年下半年，並持續到 2028 年。這一動態促使她將美光股票的目標價上調至 1500 美元。</p>
<p>美光將在下週三下午發佈財報。</p>
<p>不要錯過：蘋果表示由於人工智能的繁榮，將被迫提高價格，這是 “不可避免的”。</p>
<p>-Britney Nguyen</p>
<p>本文由 MarketWatch 創作，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>06-18-26 0816ET</p>

蘋果

希捷科技

西部數據

<p>美光科技的股票在盤前交易中上漲了 4.4%，因為蘋果承認由於人工智能驅動的需求超過供應，內存芯片價格上漲是不可避免的。分析師預計這種不平衡將持續到 2028 年，這促使德意志銀行將美光的目標股價上調至 1,500 美元。其他存儲類股票，如西部數據和希捷科技也有所上漲</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>儘管努力增加生產能力，但分析師表示，內存芯片的需求在短期內仍將超過供應。</p>
</div><p>Micron and other memory and storage stocks were on the rise Thursday morning.</p>
<div class="lb-trans"><p>週四早晨，美光科技及其他內存和存儲股票上漲。</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>在蘋果承認其無法避免內存和存儲芯片價格飆升後，美光科技（Micron Technology）及相關股票預計將在週四早晨上漲。</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）在盤前交易中上漲了 4.4%，希捷科技（Seagate Technology，STX）也上漲了，而西部數據（Western Digital，WDC）的股票上漲了 5.8%。閃迪（Sandisk，SNDK）的股票上漲了 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>在週三晚間發佈的《華爾街日報》獨家採訪中，蘋果（AAPL）首席執行官蒂姆·庫克（Tim Cook）表示 “價格上漲是不可避免的。” 這一言論幫助提升了海外上市的韓國內存製造商 SK 海力士（SK Hynix，KR:000660）和三星電子（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>這家 iPhone 製造商表示，計劃提高價格以吸收由於人工智能需求導致的內存和存儲組件成本上升。儘管庫克表示蘋果試圖避免將價格上漲轉嫁給客户，但他告訴《華爾街日報》，“這種情況已經變得不可持續。”</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，內存和存儲製造商從短缺中大大受益，德意志銀行分析師梅麗莎·韋瑟斯（Melissa Weathers）表示，這種情況在短期內可能會繼續。</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>儘管企業計劃擴大動態隨機存取內存（DRAM）和 NAND 內存的產能，韋瑟斯在週一的報告中表示，“DRAM 位需求在未來幾年仍將大幅超過供應增長”，因為自主 AI 和向推理的轉變需要更多內存。位是指存儲的數據的最小單位。</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>她預計供需失衡將持續到今年下半年，並持續到 2028 年。這一動態促使她將美光股票的目標價上調至 1500 美元。</p>
</div><p>Micron reports earnings next Wednesday afternoon.</p>
<div class="lb-trans"><p>美光將在下週三下午發佈財報。</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>不要錯過：蘋果表示由於人工智能的繁榮，將被迫提高價格，這是 “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 創作，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</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.

- 存儲芯片需求將繼續超過供應，儘管增加生產能力。  
- 蘋果表示將提高價格以應對內存成本上漲。  
- 分析師預測供需失衡將持續至 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

蘋果每日 1 倍做空 ETF - Direxion

蘋果每日 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 指數 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

閃迪

三星電子

德意志銀行

Western Digital - WI

Sandisk - WI

Samsung Electronics Co., Ltd. Sponsored GDR

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

美光科技的股價正在上升。即便是蘋果也難以倖免於不斷攀升的內存芯片成本