$苹果(AAPL)$_老虎社区_美港股上老虎

2024-04-26

$苹果(AAPL)$ 财报肯定是不咋地的，手机卖的不好，vision pro也流星划过无痕，ai也落后，车也造不下去...等等等等。变盘的点应该在6月的开发者大会吧，看看ai+iPhone和ai+vpro的饼画的怎么样。

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

阿寻
2024-04-28
阿寻
你说得没错，苹果的财报可能确实不太乐观。
2ca1732f
2024-04-28
2ca1732f
已阅

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