Ha老虎油
2024-06-04
$苹果(AAPL)$
坚持看多苹果🍎不可多得的好票！期权正股都看多。突破200指日可待！立贴为证！
[开心]
$苹果(AAPL)$
苹果暴跌，被内存涨价逼到加价，"美光的蜜糖苹果的砒霜"？
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。
分享至
微信
复制链接
精彩评论
WingWong
2024-06-16
WingWong
证是拿到了，可惜抛了
什么也没有了～
APP内打开
发表看法
1
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":313343240613968,"tweetId":"313343240613968","gmtCreate":1717515485182,"gmtModify":1717515487042,"author":{"id":3578469398084428,"idStr":"3578469398084428","authorId":3578469398084428,"authorIdStr":"3578469398084428","name":"Ha老虎油","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":2,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.21","exceedPercentage":"80.42%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":12,"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$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 坚持看多苹果🍎不可多得的好票！期权正股都看多。突破200指日可待！立贴为证！<span>[开心] </span> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> </body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 坚持看多苹果🍎不可多得的好票！期权正股都看多。突破200指日可待！立贴为证！<span>[开心] </span> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> </body></html>","text":"$苹果(AAPL)$ 坚持看多苹果🍎不可多得的好票！期权正股都看多。突破200指日可待！立贴为证！[开心] $苹果(AAPL)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/313343240613968","repostId":0,"isVote":1,"tweetType":1,"viewCount":2715,"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":99,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":317217458209048,"commentId":"317217458209048","gmtCreate":1718484805660,"gmtModify":1718484809444,"authorId":3478855159937508,"author":{"id":3478855159937508,"idStr":"3478855159937508","authorId":3478855159937508,"name":"WingWong","avatar":"https://static.tigerbbs.com/7ac8f5c809e23488328ae28e2f7d05db","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.21","exceedPercentage":"93.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":313343240613968,"objectIdStr":"313343240613968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"证是拿到了，可惜抛了","text":"证是拿到了，可惜抛了","html":"证是拿到了，可惜抛了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/313343240613968"}
精彩评论