$苹果(AAPL)$_老虎社区_美港股上老虎

Bourse2022

2024-07-02

$苹果(AAPL)$ 不知道是真的假的

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

enjoylife168
2024-07-02
enjoylife168
https://news.pku.edu.cn/xwzh/6642b86537fb429fa2828b2306248a3b.htm
- Bourse2022:
  哇哦真的呀
vision
2024-07-02
vision
怎么用
- Bourse2022回复KEINS:
  看来认知决定能否赚钱呀，了解得太少了
- KEINS回复Bourse2022:
  医学方面已经作用好久了，不是这几天才开始，打刚出来那会就有不少医生在用
- Bourse2022:
  场景就是医用，这个还真没想到

发表看法

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