$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

$苹果(AAPL)$ 今天会到190吗？回到220感觉够呛

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。

精彩评论

KEINS
2024-07-06
KEINS
226了。。。。
- tiger迷:
  。。。。

发表看法

2

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":320335679594504,"tweetId":"320335679594504","gmtCreate":1719234100222,"gmtModify":1719234101751,"author":{"id":10000000000010336,"idStr":"10000000000010337","authorId":10000000000010336,"authorIdStr":"10000000000010337","name":"tiger迷","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","vip":8,"userType":8,"introduction":"q","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":48,"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$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 今天会到190吗？回到220感觉够呛</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 今天会到190吗？回到220感觉够呛</p></body></html>","text":"$苹果(AAPL)$ 今天会到190吗？回到220感觉够呛","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/320335679594504","repostId":0,"isVote":1,"tweetType":1,"viewCount":1586,"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":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":41,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":324346336305336,"commentId":"324346336305336","gmtCreate":1720215173649,"gmtModify":1720215177331,"authorId":3440540550401156,"author":{"id":3440540550401156,"idStr":"3440540550401156","authorId":3440540550401156,"name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":320335679594504,"objectIdStr":"320335679594504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"226了。。。。","text":"226了。。。。","html":"226了。。。。","likeSize":0,"commentSize":1,"subComments":[{"id":325735688245248,"commentId":"325735688245248","gmtCreate":1720527928005,"gmtModify":1720527931665,"authorId":10000000000010336,"author":{"id":10000000000010336,"idStr":"10000000000010337","authorId":10000000000010336,"name":"tiger迷","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":320335679594504,"objectIdStr":"320335679594504","type":1,"supId":324346336305336,"supIdStr":"324346336305336","prevId":0,"prevIdStr":"0","content":"。。。。","text":"。。。。","html":"。。。。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/320335679594504"}