接下来1-3个月内看_老虎社区_美港股上老虎

2024-04-19

接下来1-3个月内看跌苹果$苹果(AAPL)$ 到155左右；跌到位就加仓。

目前手上持有一个看跌put spread，浮赢50%左右，主要是靠买的那个put那一腿；股价这两天的走势让我有点犹豫要不要把sell put那一腿先给close掉...真是纠结😐

苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于"AI热潮下芯片/内存成本飙升"。这恰是内存超级周期的另一面——美光、SanDisk大涨的"蜜糖"，正变成下游硬件厂商的"砒霜"：成本被迫转嫁、需求恐受抑制、毛利率承压，"Micron's gain is Apple's pain"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

能不能别瞎搞
2024-04-20
能不能别瞎搞
130都有可能什么155.. 业绩都差成啥了
wheremydogs
2024-04-19
wheremydogs
不用close，快反弹了
Honeybeenie
2024-04-20
Honeybeenie
哈哈事实上我还是看跌它 140补仓

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