[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0b018997":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio0b018997","马斯克盛赞美光(MU)“定价合理”，抨击其他存储供应商“漫天要价”","\u002Fdoc\u002Fdcio0b018997","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，特斯拉(TSLA)与 SpaceX(SPCX)首席执行官埃隆·马斯克(Elon Musk)盛赞美光科技(MU)在存储定价上的做法，称该公司在 AI 驱动的芯片涨价潮中优先考虑客户忠诚度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“美光对未来存储价格的处理一直很合理，而其他厂商则漫天要价，今天的客户不会忘记这一点，”马斯克在 X 上写道。“美光正在做出赢得长期客户忠诚度的明智之举。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>马斯克是在回应 Nicholas Mugalli 的一条帖子。Mugalli 是一名机构 TMT 研究分析师，他在帖中着重提到摩根大通一份看好存储与内存行业的研究报告。该报告称，美光已锁定 26 份长期供应协议，覆盖其 2030 年前逾 35% 的营收，剩余履约义务达 1,500 亿美元，其中已承诺的客户现金为 320 亿美元。据该帖子，美光 2027 财年逾 75% 的产出也已售出。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根大通指出，新协议正以抬高的价格签署，这可能使美光的全周期毛利率下限高于此前周期的峰值，约 62% 的毛利率是一个参考水平。该行还预计，闪迪(SNDK)与韩国存储厂商也将公布长期协议的进展。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>马斯克旗下的 xAI(现为 SpaceXAI 的一部分)在田纳西州孟菲斯附近运营 Colossus 与 Colossus 2 两座 AI 数据中心设施，合计提供约 1 吉瓦的算力。这些设施部署的英伟达(NVDA)图形处理器采用了美光的存储技术。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>马斯克此前在谈论其 Terafab 芯片项目计划时，也曾将美光、三星电子与台积电(TSM)列为现有供应商，不过目前尚未宣布美光与马斯克旗下公司之间的直接交易。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着 AI 数据中心推升对先进芯片的需求，存储价格大幅飙升。美光、三星与 SK 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