罗罗一筐
2024-08-01
$苹果(AAPL)$
靠着舆论续命，中国销量下滑大概率（即使是2000块的大杀价）。不过短期不一定就跌，靠着一口苹果的仙气吊着
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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杨过爱上黄蓉
2024-08-02
杨过爱上黄蓉
销量下滑不是别人不喜欢苹果，而是基于经济
寂寞的演奏家
2024-08-01
寂寞的演奏家
销量下滑3%，但是利润下滑很大
benben87
2024-08-04
benben87
哈撒韦把这口仙气干掉了
什么也没有了～
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