$苹果(AAPL)$_老虎社区_美港股上老虎

2024-04-26

$苹果(AAPL)$ 最近，随着市场的波动，苹果的换手率增高，高换手率也可能意味着更大的价格波动和更大的投资风险。

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":299353910628360,"tweetId":"299353910628360","gmtCreate":1714119081984,"gmtModify":1714289953838,"author":{"id":3479274801441208,"idStr":"3479274801441208","authorId":3479274801441208,"authorIdStr":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":51,"starInvestorFlag":false},"themes":[{"themeId":"15aa4164fd0f40c1bdceb3ddd45414bc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"苹果暴跌，被内存涨价逼到加价，\"美光的蜜糖苹果的砒霜\"？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":15aa4164fd0f40c1bdceb3ddd45414bc}&rnconfig={\"headerBarHidden\": true}","description":"苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[{"img":"https://static.tigerbbs.com/6a8c52654f3971b3dba590ce4eb7d1c7","width":"100","height":"144"}],"coverImages":[{"img":"https://static.tigerbbs.com/6a8c52654f3971b3dba590ce4eb7d1c7","width":"100","height":"144"}],"title":"","html":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 最近，随着市场的波动，苹果的换手率增高，高换手率也可能意味着更大的价格波动和更大的投资风险。<img src=\"https://static.tigerbbs.com/6a8c52654f3971b3dba590ce4eb7d1c7\" tg-width=\"100\" tg-height=\"144\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 最近，随着市场的波动，苹果的换手率增高，高换手率也可能意味着更大的价格波动和更大的投资风险。<img src=\"https://static.tigerbbs.com/6a8c52654f3971b3dba590ce4eb7d1c7\" tg-width=\"100\" tg-height=\"144\"></body></html>","text":"$苹果(AAPL)$ 最近，随着市场的波动，苹果的换手率增高，高换手率也可能意味着更大的价格波动和更大的投资风险。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/299353910628360","repostId":0,"isVote":1,"tweetType":1,"viewCount":3798,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":100,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/299353910628360"}