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据外媒9月8日报道，苹果（AAPL）正与铠侠（KXIAY）协商NAND闪存长期供货协议，合约期限3-5年，且有可能不设置价格上限。苹果存储采购策略由此发生重大转变，从过往“压价+多源比价”模式切换为“锁量+长约”，优先保障供应链稳定。凭借庞大采购体量，苹果以往在零部件议价中处于强势地位，本次策略调整十分罕见。背后原因在于AI数据中心客户大举争夺存储产能，数据中心买方愿意签署长约并接受高溢价，倒逼苹果将锁定货源的优先级抬升至和压低采购成本同等水平。市场分析认为，存储芯片行业定价权正由买方向卖方转移，本轮存储周期延续时间，或将超出市场此前普遍预期。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjU2YzAxODc0YzFlOTM1Nzk3MTU1NDIzZDRjODY4MTE1MzM5MTg2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjU2YzAxODc0YzFlOTM1Nzk3MTU1NDIzZDRjODY4MTE1MzM5MTg2.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305806","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["APLY","LU1244550577.SGD","LU2471134879.HKD","LU0265550359.USD","LU1917777945.USD","BK4575","SG9999015945.SGD","TTXU","SG9999015952.SGD","LU1496350171.SGD","LU0949170772.SGD","LU2065169927.USD","IE00BFSS8Q28.SGD","BK4533","IE00BDRTCR15.USD","LU1868836914.USD","LU0082616367.USD","LU2191332357.HKD","LU0545039389.USD","LU0345770993.USD","LU0719512351.SGD","LU0072462426.USD","HK0000532082.HKD","LU0158827781.USD","LU1551013425.SGD","LU0029864427.USD","IE00BN29S564.USD","IE00BZ1G4Q59.USD","LU0784385840.USD","BK4588","LU2462157665.USD","LU0912757837.SGD","LU2505996509.AUD","IE00BMPRXN33.USD","SG9999018865.SGD","LU1852331112.SGD","LU0077335932.USD","LU1548497426.USD","IE00BJTD4V19.USD","LU1674673428.USD","LU0417517546.SGD","BK4592","LU0642271901.SGD","LU0053666078.USD","LU1127390331.HKD","LU0476273544.USD","LU0203202063.USD","LU0672654240.SGD","LU0170899867.USD","IE000MB6IJN5.SGD","LU1935042991.SGD","LU0256863902.USD","LU1823568750.SGD","LU0795875169.SGD","LU1235294995.USD","LU1206713676.USD","SG9999014914.USD","BK4512","LU1720051017.SGD","IE000YTNTUN2.SGD","LU1815336760.USD","SG9999014906.USD","LU1674673691.USD","LU0208291251.USD","LU2430703095.HKD","LU0957791311.USD","AAPE","LU0456855351.SGD","LU0979878070.USD","LU0965509283.SGD","LU0127658192.USD","BK4550","LU0942090050.USD","LU0070217475.USD","LU2087625088.SGD","LU2471134952.CNY","IE00B7KXQ091.USD","SG9999014542.SGD","IE00BQXX3F31.USD","LU1732799900.SGD","SG9999014880.SGD","LU0820561909.HKD","LU0069063385.USD","BK4598","LU1988902786.USD","LU2463028550.USD","LU1989764664.SGD","LU1778281490.HKD","BK4532","IE00BQXX3C00.GBP","IE0034235295.USD","BK4579","LU1839511570.USD","LU2756315664.SGD","LU0353189763.USD","LU2271345857.HKD","LU1400636657.SGD","LU2237438978.USD","HK0000914660.USD","LU2065171402.SGD","LU0210533765.USD","IE000W1ABFV2.USD","AAPX","IE0003U64NQ7.SGD","LU0689472784.USD","LU2552382215.SGD","IE00B775SV38.USD","LU0640476718.USD","SGXZ80539844.SGD","LU0157215616.USD","LU2237443465.HKD","LU1202635105.USD","ROM","IE00B4YYXB79.USD","LU0348723411.USD","IE00BFSS7M15.SGD","AAPB","IE00B19Z8X17.USD","BK4505","LU2047632596.USD","LU2746668461.USD","LU1868836757.USD","LU0861579265.USD","BK4576","LU2999663052.SGD","LU1989772923.USD","IE000KEQY171.SGD","LU1119994496.HKD","LU2092937148.SGD","LU0310799852.SGD","LU0345768153.USD","LU1868837136.USD","LU0823421416.USD","LU1699723380.USD","LU0158827948.USD","LU1069344957.HKD","IE00BJTD4N35.SGD","LU2471134523.USD","LU0354030511.USD","LU1989764748.USD","LU0345769631.USD","LU2092627202.USD","LU1267930573.SGD","LU0289739343.SGD","LU0823434740.USD","LU0096362180.USD","IE00B19Z9505.USD","LU1035775433.USD","LU1206712785.SGD","LU0215105999.USD","SG9999002224.SGD","LU2242649171.HKD","LU2462591277.SGD","LU1066051225.USD","LU2108987350.USD","LU0708994859.HKD","LU0868494708.USD","XLK","VT","KXIAY","LU0511384066.AUD","LU2505996681.GBP","IE00BK4W5L77.USD","LU1815333072.USD","LU2237443978.SGD","LU1037948541.HKD","LU1064131342.USD","LU2471134796.USD","LU1642822529.SGD","LU1280957306.USD","SG9999014559.SGD","LU2506952097.USD","SPTE","LU2028103732.USD","IE00BKVL7J92.USD","LU1261432733.SGD","LU1400636574.HKD","IE0034235303.USD","LU1934455194.USD","LU0784385170.HKD","LU1814569148.SGD","LU1571399168.USD","IE0009356076.USD","LU1242518931.SGD","LU2430703251.USD","IE000BZT7R73.USD","LU1066051811.HKD","LU0314104364.USD","LU2077746001.SGD","LU1670756490.USD","LU0868494617.USD","LU1868836591.USD","LU2347655156.SGD","LU2461242641.AUD","LU0211328371.USD","LU0472753341.HKD","LU2430703178.SGD","IE0001KFT4U8.USD","LU2125154935.USD","LU1804176565.USD","LU0444971666.USD","IE00BLSP4239.USD","LU1316542783.SGD","FTEC","LU0308772762.SGD","LU0823417653.USD","LU1267930730.SGD","LU1066051498.USD","LU0314106906.USD","LU2552382058.USD","LU0143551892.USD","IE00BJLML261.HKD","LU1506573853.SGD","IOSX","LU0557290698.USD","ABFL","LU0072461881.USD","SG9999015358.SGD","LU0124676726.USD","LU2756315318.SGD","IE00BJJMRX11.SGD","LU0128525929.USD","LU0096364046.USD","IE00B3SWFQ91.USD","CMAG","LU0265550946.USD","LU2360032135.SGD","LU0345768740.USD","LU0316494557.USD","LU0689626769.HKD","LU2361044865.SGD","JGRO","SG99990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15:10","pubTimestamp":1788851437,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新手机产业调查，2026年第二季全球智能手机生产总量达2.75亿支，较去年同期下降8%，下降幅度较原先预测收敛，整体表现优于市场预期。短期回补非趋势反转，后市仍待观察整体而言，TrendForce集邦咨询认为，本次全年生产预测上修主要反映提前消费与生产计划回补的阶段性效应，并非市场基本面实质改善的信号。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493267.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0208291251.USD","LU1868836914.USD","LU1366333091.USD","LU0265550359.USD","LU2089284900.SGD","LU0029864427.USD","SPTE","LU1037948897.HKD","LU1301847155.USD","LU0158827781.USD","LU0048584097.USD","LU1400636574.HKD","LU0081259029.USD","LU2097828631.EUR","LU1046421795.USD","LU2271345857.HKD","IE00BLSP4239.USD","LU0784383803.USD","LU2357305700.SGD","SG9999014914.USD","LU0162691827.USD","LU0310799852.SGD","LU2191332357.HKD","LU0466842654.USD","SG9999000418.SGD","LU1328277881.USD","LU0918141887.USD","IE00BK4W5M84.HKD","LU1496350171.SGD","LU0211977185.USD","LU1074936037.SGD","LU2505996509.AUD","IE00BSNM7G36.USD","LU1242518857.USD","LU0823434583.USD","AAPY","LU0784385170.HKD","LU0797268264.HKD","LU0149721374.USD","TTXU","LU0787776722.HKD","IE00BQXX3F31.USD","LU1551013342.USD","LU2257852520.SGD","LU0823413660.USD","HK0000532082.HKD","LU0675040207.SGD","BK4571","LU0476273544.USD","LU2399975544.HKD","LU2083900584.USD","BK1618","LU2065171311.SGD","LU0823397285.USD","LU1232071149.USD","BK1521","IE00BJLML261.HKD","IE0004445239.USD","HK0000914686.HKD","LU1732800096.USD","LU0417516902.SGD","LU0082616367.USD","LU0079474960.USD","IE00BWXC8680.SGD","LU0158827948.USD","LU2063271972.USD","LU1023057109.AUD","LU2065171402.SGD","LU2237438978.USD","LU0061475181.USD","LU2089283258.USD","BK4566","LU2237443978.SGD","LU0143551892.USD","LU1251922891.USD","IE00B3S45H60.SGD","IE00BMPRXQ63.HKD","IE00BBT3K403.USD","LU0234570918.USD","LU0080751232.USD","LU1670756490.USD","LU2456880835.USD","LU2028103732.USD","IE00B19Z8W00.USD","CMAG","BK4527","IE0001KFT4U8.USD","LU0070217475.USD","IE00BKVL7J92.USD","LU1804176565.USD","LU2417539215.USD","LU0820561909.HKD","LU2430703251.USD","IE0004086264.USD","LU2954938101.SGD","ROM","LU2746668461.USD","LU0823426480.USD","LU0320765059.SGD","LU1674673691.USD","IE0032431581.USD","SG9999015945.SGD","FTEC","LU0472753341.HKD","LU0823434740.USD","LU0314106906.USD","LU0650527681.SGD","IE0009356076.USD","IE00B1BXHZ80.USD","LU0039217434.USD","SG9999014542.SGD","LU0256863902.USD","SG9999014906.USD","LU2506951875.HKD","LU1582986433.USD","LU2860962120.EUR","JGRO","LU2602419157.SGD","IE0034235303.USD","HK0000320223.HKD","LU2097828805.USD","AAPW","IE00BMPRXN33.USD","LU1400636491.USD","LU1961090484.USD","LU0444971666.USD","LU0823421416.USD","LU2242649171.HKD","IE00B3SWFQ91.USD","LU1261432733.SGD","LU1720051108.HKD","LU0070302665.USD","XIACY","LU0889565833.HKD","LU2226246903.HKD","LU0979878070.USD","LU1003077747.HKD","HK0000165453.HKD","LU2125154778.USD","IE00BJTD4N35.SGD","LU0444973449.USD","LU2237443465.HKD","LU0348723411.USD","LU0234572021.USD","HK0000819398.USD","LU0726765562.USD","BK4573","LU0345770308.USD","LU2462591350.SGD","LU2543165471.USD","LU2047632596.USD","LU1144417596.USD","LU0950375773.USD","LU1548497426.USD","LU1808992512.USD","LU0499858438.USD","LU0289739343.SGD","LU1188198961.HKD","SG9999017495.SGD","LU2471134879.HKD","LU0238689110.USD","LU1119994496.HKD","LU1989764748.USD","LU1551013425.SGD","LU1839511570.USD","BK4170","LU0069063385.USD","LU0316494557.USD","LU0348816934.USD","LU0708994859.HKD","BK4501","LU0314104364.USD","LU2506952097.USD","LU2087621335.USD","LU1868837565.USD","LU3102509885.SGD","LU2552382215.SGD","LU0345775950.USD","SG9999001093.SGD","LU0096362180.USD","IE00BMPRXR70.SGD","LU0203202063.USD","LU0957791311.USD","LU0210526637.USD","LU0128525929.USD","LU0784384876.USD","LU0345768153.USD","LU1202635105.USD","IE00B4YYXB79.USD","LU0965509283.SGD","LU0823421333.USD","LU0097036916.USD","LU2471134523.USD","LU1037948541.HKD","IE00BQXX3C00.GBP","LU0823038988.USD","LU0289961442.SGD","LU2237443549.SGD","LU1732799900.SGD","IE00BLSP4452.SGD","LU2637965513.SGD","LU0531971595.HKD","IE0009G5SDU7.USD","LU0265550946.USD","IE00BJJMRY28.SGD","LU0174119429.USD","LU1989771016.USD","LU1069344957.HKD","LU2168564222.USD","LU0056508442.USD","LU0169518387.USD","LU1814569148.SGD","LU2506951958.HKD","LU0786609619.USD","LU2552382132.HKD","IOSX","LU2092937148.SGD","LU0308772762.SGD","LU2237443895.HKD","AAPL","LU1934455194.USD","LU1988902786.USD","LU2054465674.USD","01810","LU0210536198.USD","LU1935042488.USD","LU0943347566.SGD","LU0314109678.HKD","LU0449509016.USD","SG9999001424.SGD","LU0211327993.USD","IE00BFSS8Q28.SGD","LU1935043023.USD","LU0214875030.USD","XLK","LU0353189763.USD","LU2106854487.HKD","BK4515","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Tang路透吉隆坡9月8日-马来西亚官员周二表示，随着气温升高，该国数据中心的用电量不断增加，这给政府留下了9吉瓦的燃气发电缺口，需在2032年前填补。阿克马尔在能源委员会的一次会议上对记者表示，马来西亚计划在2044年前关闭最后一座燃煤电厂。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260908:nL4S4500E2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0871640123.AUD","LU2360106780.USD","LU1861127337.USD","LU0788109477.HKD","BK4587","LU2168563687.JPY","LU0395794307.EUR","RTH","LU1983260115.SGD","LU2462591350.SGD","IXN","SG9999002224.SGD","LU2362541513.USD","LU2095319765.USD","LU2211815571.USD","LU1923622614.USD","MSFX","MSFL","LU0256863811.USD","BK4561","LU2023251221.USD","LU0965509283.SGD","LU2746668974.SGD","LU2077746001.SGD","LU1989772840.SGD","LU1803068623.USD","LU0096364046.USD","LU1674673691.USD","LU0353189763.USD","LU0345770308.USD","IE0002270589.USD","IE00BK4W5M84.HKD","LU1228905037.USD","IE00BQXX3D17.EUR","LU2764263203.CNY","LU2326559502.SGD","BK4596","IE000F7OJYX1.SGD","LU2168564065.EUR","LU2041044095.USD","LU0661504455.SGD","LU1221951046.USD","SNPE","IE00BZ1G4Q59.USD","LU2361044865.SGD","LU0149725797.USD","LU1340139317.AUD","LU2417539215.USD","LU0133085943.USD","LU1718418525.SGD","LU2028103732.USD","LU0234570918.USD","LU1435385759.SGD","LU1935043023.USD","LU0345774631.USD","BK4550","LU2433249047.HKD","LU0882574139.USD","TTXU","LU0390134368.USD","FTEC","LU0823434740.USD","LU0964807845.USD","LU2860962120.EUR","LU0949170426.SGD","IE00BQXX3F31.USD","IE00B4JS1V06.HKD","LU1496350171.SGD","LU0528227936.USD","LU0672654240.SGD","SG9999001077.SGD","BK4585","IGV","SG9999014567.USD","IE00BJLML261.HKD","LU0786609619.USD","BK4528","LU0154236417.USD","LU0203202063.USD","LU1564329461.SGD","LU1815336760.USD","LU2271345857.HKD","IE00BLSP4239.USD","LU0342679015.USD","LU0174119429.USD","LU0889566641.SGD","LU1582987324.SGD","LU2458330243.SGD","IE0034235303.USD","SGXZ99366536.SGD","ILDR","LU0072462426.USD","IE00B775H168.HKD","CMAG","LU0879622024.SGD","IE000YTNTUN2.SGD","LU0444973449.USD","HK0000914686.HKD","MSFO","LU2213496289.HKD","IE00BJTD4V19.USD","SGXZ51526630.SGD","LU0211327993.USD","LU0861579265.USD","LU1935042215.USD","LU2404859741.USD","LU1880398554.USD","LU1232071149.USD","LU2237443382.USD","IE00BN8TJ469.HKD","IE00B4YYXB79.USD","LU2750360641.GBP","LU1221951129.SGD","IE0004445015.USD","SG9999015341.SGD","SG9999017495.SGD","LU2237443895.HKD","LU1914381329.SGD","LU0162691827.USD","BK4576","LU2023250330.USD","BK4527","LU2720916845.USD","LU1917777945.USD","LU0553294199.USD","LU1791710400.SGD","IE0004091025.USD","LU0265550359.USD","BK4604","LU2491050071.SGD","LU1066051225.USD","LU1267930573.SGD","IE00BYQQ9H92.USD","LU0708995401.HKD","LU1235294995.USD","BK4551","LU0466842654.USD","MSFD","LU1988902786.USD","LU1280957306.USD","LU0323591593.USD","LU1697837992.HKD","LU1852331112.SGD","LU2361045086.USD","LU2403377893.USD","LU0267386448.USD","SG9999015952.SGD","LU0511384066.AUD","LU0251142724.SGD","LU2210150020.SGD","LU2360032135.SGD","LU0417517546.SGD","SG9999000418.SGD","LU0302445910.USD","LU0426412945.USD","LU0203201768.USD","BK4524","LU2168564149.EUR","LU2362541273.HKD","LU0251132253.USD","IE000SO60NU8.SGD","LU0171293334.USD","HK0000819398.USD","LU1720051017.SGD","BK4525","AMZU","LU2097344357.USD","AMZG","HK0000914660.USD","LU0792757196.USD","LU1791710582.SGD","LU0308772762.SGD","LU1868836914.USD","LU2108987350.USD","LU2237443465.HKD","LU0742534661.SGD","LU2237443549.SGD","LU2506952097.USD","LU0124676726.USD","LU3102509885.SGD","LU2750360997.AUD","BK4581","IE00BKDWB100.SGD","LU0143551892.USD","LU2756315664.SGD","LU0130103400.USD","LU0960925559.SGD","LU1035773651.USD","LU0029864427.USD","LU1815333072.USD","LU0081259029.USD","LU0795875086.SGD","LU0170899867.USD","LU1400636657.SGD","LU1670711123.USD","LU1066051498.USD","LU0823434583.USD","IE00BMPRXQ63.HKD","LU2471134523.USD","LU1201861165.SGD","LU0347712357.USD","LU0127658192.USD","SG9999014575.USD","LU1629891620.HKD","LU1989772923.USD","LU0345768153.USD","LU0965508806.USD","LU2236285917.USD","LU2420271590.USD","LU0648000940.SGD","IE00B5949003.HKD","LU1181866309.USD","BK4532","LU0345774391.USD","LU0106261372.USD","LU1043141123.HKD","LU1430594728.SGD","BK4548","IE00BSNM7G36.USD","IE00BDCRKT87.USD","BK4554","LU0757359954.USD","LU2237957811.SGD","LU2265009873.SGD","LU0456855351.SGD","SG9999014906.USD","IE00BKVL7J92.USD","LU1201861249.SGD","LU2237443978.SGD","LU1323610961.USD","LU0476273544.USD","LU0053666078.USD","LU2381873111.SGD","LU1645745479.HKD","LU2462157665.USD","LU0545562505.USD","GB00B4QBRK32.GBP","LU1032955483.USD","LU1244550494.USD","LU2237443622.USD","LU0965509101.SGD","LU2552382058.USD","LU2506952170.USD","LU1633808545.USD","SG9999001424.SGD","LU2404859667.USD","LU0048584097.USD","IE000BZT7R73.USD","LU01588277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