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📅 2026年06月30日
【06月30日美股早咖啡】今日焦点!苹果公司正上演一场“走钢丝”大戏,面对史上最严重的芯片危机,他们竟考虑与中国供应商合作,采购可能便宜30%的内存芯片!这一决策不仅导致苹果遭遇了有记录以来第二大市值跌幅,更引发了国家安全与商业利益的激烈博弈。我们深入解析长江存储(YMTC)和长鑫存储(CXMT)的命运,以及“实体清单”背后的地缘政治风云。这场科技巨头的供应链生存之战将如何牵动全球市场?立即收听,洞察市场风云变幻!
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