EPISODE · Aug 11, 2026 · 16 MIN
苹果测试长鑫内存与全球供应链重构：当科技巨头遭遇供应链极限
from 全球商业眼：全球周刊深度解析与实战拆解
本期节目聚焦全球半导体与供应链的最新动态。探讨苹果公司在人工智能浪潮下如何面对内存短缺危机，并破天荒地评估中国长鑫存储（CXMT）的DRAM芯片；同时，我们也将视线投向全球物流与基建资产，解析在全球宏观博弈与贸易格局重塑下，“码头收租”类高防守性硬资产背后的资本逻辑。
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苹果测试长鑫内存与全球供应链重构：当科技巨头遭遇供应链极限
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