tiger迷
2024-06-12
$苹果(AAPL)$
有个疑问 那未来的苹果核心是不是握在openai
[疑问]
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。
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股捂人心
2024-06-19
股捂人心
应该不会，像是赋能其中一个工具，手机的交互还是局限的
寂寞的演奏家
2024-06-12
寂寞的演奏家
未来微软会收购苹果然后复活windows phone
Yonny
2024-06-12
Yonny
我看这图里也没握呀，应该是准备握起来了？
小米死多头
2024-06-12
小米死多头
火钳刘明
什么也没有了～
APP内打开
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