日本經濟警訊：雞蛋價格創12月新高，記憶體短缺恐引爆電子產品漲價潮
2025年12月，日本雞蛋價格創下歷史新高，同時半導體記憶體短缺恐導致電腦、手機漲價。從民生必需品到高科技產品，本文分析日本面臨的雙重通膨壓力。
日本消費者的荷包正承受雙重壓力，從餐桌上的雞蛋到手中的智慧型手機，漲價壓力無所不在。根據2025年12月26日的報導，東京地區的雞蛋平均價格創下歷年12月新高；與此同時，半導體記憶體因缺貨而價格上漲，引發了個人電腦與智慧型手機等電子產品的漲價疑慮。
民生必需品價格亮起紅燈
長期以來被視為「物價模範生」的雞蛋，其價格已攀升至歷史性水平。12月26日上午的報導指出，東京地區的雞蛋均價寫下12月份的歷史新高紀錄。據分析，這可能與飼料成本居高不下及禽流感疫情的後續影響有關。這項最貼近日常生活的食品漲價，對消費者的通膨感受將造成直接衝擊。
通膨陰影蔓延至科技產業
漲價壓力不僅限於食品，科技領域也岌岌可危。同日，半導體記憶體（Memory）因供不應求而價格上揚的消息傳出。據信，AI伺服器需求的激增是主因之一，這波成本壓力最終可能轉嫁到筆記型電腦和智慧型手機等終端產品上，讓市場對未來的新品定價繃緊神經。
史上最高預算案與經濟前景
在此背景下，日本政府敲定了下一年度的總預算案，一般會計總額高達122兆3092億日圓，規模創下歷史新高。儘管預算案包含應對物價上漲和支持薪資增長的措施，但鉅額國債的發行也引發了對財政紀律的擔憂。另一方面，厚生勞動省公布的11月份有效求人倍率為1.18倍，與前月持平，顯示勞動市場仍維持相對穩定。
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