二季度 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn

二季度 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 钛刻科技 | TCTI.cn - 钛刻 (TCTI.cn) 为您提供最前沿的硬核科技资讯、深度评测和未来技术趋势分析。

共 15 篇相关文章

库克的库存也见底，苹果预计第二季度及后续内存成本将“显著提高”

IT之家 5 月 1 日消息，在今日的 2026 财年第二季度财报电话会议上，苹果 CEO 蒂姆 · 库克表示，苹果预计第二季度将出现“显著更高的内存成本”，而 6 月之后， 内存成本将对苹果的业务产生“越来越大的影响” 。 库克表示，由于公司正在销售囤积的现有内存库存，因此内存

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tech www.ithome.com 2026-05-01 06:54:37+08:00

苹果 CEO 库克：Mac Studio 和 Mac Mini 将在未来数月内供不应求

IT之家 5 月 1 日消息，在今日的 2026 财年第二季度财报电话会议上，苹果 CEO 蒂姆 · 库克表示， Mac mini 和 Mac Studio 将在未来数月内供不应求 。 库克表示：“我们预计，从长远来看，Mac mini 和 Mac Studio 可能需要几个月时

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tech www.ithome.com 2026-05-01 06:39:36+08:00

三星电子一季度净利润47.1万亿韩元

三星电子发布财报，2026年第一季度销售额133.9万亿韩元，净利润47.1万亿韩元。三星电子表示，将于第二季度出货HBM4E样品。 47.1万亿韩元，约317.27亿美元，约2161.89亿人民币 2 个帖子 - 2 位参与者 阅读完整话题

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tech linux.do 2026-04-30 09:19:53+08:00

李斌内部讲话：二季度压力不小，蔚来 ES9 和乐道 L80 是关键

IT之家 4 月 17 日消息，《晚点 LatePost》今晚公布了蔚来创始人、董事长兼 CEO 李斌近日的一次内部讲话。 李斌透露，蔚来一季度共交付新车 83465 台，同比增长 98.3%，由于高价车型占比较高，预计营收同比增幅将高于交付量增幅。同时，得益于去年开始推进的 C

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tech www.ithome.com 2026-04-17 19:33:28+08:00

中信证券：二季度建议布局高确定性板块的同时灵活参与交易机会

36氪获悉，中信证券研报称，展望2026年第二季度，坚定看好存储材料、核电材料、OLED材料等需求景气的高确定性板块，并推荐根据外部局势灵活交易，如战争扰动结束，建议参与催化密集的固态电池、高端陶瓷、火箭&卫星等领域的交易机会；如悲观预期发生，中东局势再度恶化，建议参与原

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牧原股份：预计二季度生猪养殖成本仍会进一步下降

牧原股份4月21日在2026年一季报交流会上表示，公司3月份的生猪养殖完全成本已降至11.6元/kg，当前存栏猪的各项生产指标呈现持续向好的态势，预计二季度的成本仍会进一步下降。（证券时报）

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机构：全球DRAM平均价格涨幅将于二季度放缓至30%-50%

群智咨询（Sigmaintell）指出，DRAM价格将在第二季度继续上涨，但涨幅将因产品而异，其中DDR4的价格涨幅将显著放缓，而DDR5和LPDDR5X仍有增长空间。其预测，全球DRAM平均价格涨幅将从第一季度的70%以上放缓至第二季度的30%-50%。（财联社）

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申万宏源：市场超跌反弹后震荡休整或将延续，二季度关注5月关键事件验证

36氪获悉，申万宏源发布研报称，重申回归“两阶段上涨行情”的中期判断。短期市场超跌反弹，后续还有震荡休整阶段，26H2可能还有新一轮创新高行情。二季度需关注5月关键事件验证；新增景气来源等。该行认为，下阶段，新能源、新能源汽车和出口链，可能是景气验证增加的方向，后续同样可能演绎独

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史丹利：二季度复合肥销量有望延续稳健增长态势

史丹利在业绩说明会上表示，二季度4—5月期间仍属于春耕旺季，公司渠道与产品优势突出，叠加原料成本传导相对顺畅、行业集中度持续提升，二季度复合肥销量有望延续稳健增长态势。（证券时报）

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超捷股份：商业火箭箭体结构件预计今年二季度起陆续交付

36氪获悉，超捷股份公告，公司商业航天业务主要为商业火箭箭体结构件制造，包括箭体大部段（壳段）、整流罩等。根据现有订单情况，预计今年商业航天业务订单从二季度开始陆续交付客户，主要交付集中在今年下半年。目前公司已有一条箭体结构件产线，新增一条产线预计二季度投入使用，后续会根据订单情

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央行北京市分行：一季度北京社会融资规模增量为6488.1亿元

中国人民银行北京市分行4月29日举行2026年第二季度新闻发布会，会上介绍，初步统计，2026年一季度，北京社会融资规模增量为6488.1亿元，保持在合理区间，较好满足了实体经济及重点项目的融资需求。从结构上看，一是直接融资占比保持在较高水平，在社会融资规模增量中，直接融资达到3

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苹果CEO库克：预计第三季度的内存成本将显著高于第二季度

苹果CEO库克表示，第二季度的内存成本高于第一季度，预计第三季度的内存成本将显著高于第二季度。预计在当前季度后，内存成本将对业务产生更大影响。将考虑多种方案以应对内存成本。（财联社）

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宁德时代：二季度产能利用率预计维持在八到九成以上

在今日举行的宁德时代一季度业绩说明会上，公司管理层表示，动力和储能订单排产饱和，前期扩产起到成效， 但是完全释放产能还需要时间。目前公司产能利用率整体比较高，大概在八到九成的区间，二季度预计也维持在这个水平线之上。（财联社）

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机构研判二季度：A股存在结构性机会，聚焦三大核心投资方向

步入二季度，A股迎来年报与一季报密集披露的窗口期，叠加中东地缘冲突、海外预期波动等多重因素，市场走向成为投资者关注焦点。多位专家在接受记者采访时表示，二季度A股市场大概率延续震荡蓄势格局。高油价风险抬头、中东地缘冲突持续扰动、新能源与黄金及AI算力结构性机会，将成为市场的三条核心

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台积电：预计第二季度毛利率65.5％-67.5％

台积电预计第二季度毛利率65.5％-67.5％，市场预估64.1％；预计第二季度销售额390亿美元-402亿美元，预估381.1亿美元。（财联社）

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第二季度 预计 2026 表示 库克 苹果 成本 IT 之家 消息