据投资机构分析，12GB LPDDR5X内存模块成本已从2025年初的25-29美元大幅上涨至约70美元，涨幅 高达230%。花旗、美国银行和摩根大通一致认为，即便强如苹果的供应链控制力，在此次全行业内存 供应危机中作用也相当有限。 受DRAM和NAND闪存成本持续飙升影响，苹果iPhone 18系列高配机型或将迎来明显涨价。 基础版本或成销售主力 如果大容量iPhone 18机型最终涨价50-100美元，基础版机型则有望成为该系列中最受市场欢迎的选择。 预计基础版将维持原价，为价格敏感型消费者提供更稳妥的购买选项。 苹果已在iPhone 17系列中将起步存储容量提升至256GB，为用户存储应用、游戏和多媒体内容提供了更 充裕的空间。尽管512GB版本在性能与价格之间更具平衡性，但预计256GB机型仍将贡献最高的出货占 比。 值得关注的是，苹果此前已对iPhone 17系列进行过调价，而原本计划跳过该代、等待iPhone 18的消费 者，如今若追求更高配置，则可能需承担更显著的购机成本。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户 ...

Core Viewpoint - Nintendo's stock experienced a significant decline due to concerns over rising component prices, particularly memory chips, which may erode profit margins for the upcoming Switch 2 console [1] Group 1: Stock Performance - On December 10, Nintendo's stock fell by 4.7%, reaching its lowest level since May of this year [1] - The stock has seen a downward trend, with seven out of eight trading days in December resulting in losses, leading to a market capitalization loss of approximately $14 billion [1] Group 2: Component Cost Increases - The price of the 12GB RAM modules used in the Switch 2 increased by 41% in the current quarter, according to market research firm TrendForce [1] - Additionally, the price of NAND storage, which is also utilized in the new console, rose by nearly 8%, impacting the cost of supplementary storage cards [1] Group 3: Market Sentiment - The escalating memory supply crisis has dampened investor optimism regarding the Switch 2, contributing to the stock's decline [1]