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《大行報告》里昂:中方審查美光 料內地客戶或提早補貨增庫存
國家網信辦近日宣布,將對美國儲存晶片廠商美光科技(Micron)在華銷售的產品實施網絡安全審查,里昂發表研究報告指,預測美光接受中國當局調查一事的結果是言之尚早,但預期最壞情況下,若美光需要暫停在中國的銷售,可能會對內存行業造成重大的短期干擾。 該行估計,內地客戶或會因為擔憂對供應鏈造成影響,而尋求提早補貨以增加內存庫存,更有可能轉向三星電子(005930.KS)或海力士(000660.KS)購買相關產品。
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