中國網信辦周日宣布,美光的產品存在嚴重網路安全隱憂,且未通過網路安全審查,國內關鍵資訊基礎設施營運商應該停止採購美光的產品,但中國未詳述風險為何或說明哪些產品將受到影響。對此美國國務院周一表示,中國對美光的動作,不符合中國對「開放市場和致力於透明監管架構」的承諾。美光財務長分析,低階產品總營收衝擊可能在偏低個位數百分比 (約 1-3%),高階產品衝擊則為偏高個位數百分比 (約 7-9%),這番話幫助美光股價跌幅收斂。分析師說,美光的 DRAM 和 NAND 產品較少在伺服器,因此推估美光在中國大部分營收並非來自電訊設備和政府,最終影響有限。

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like