$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

$苹果(AAPL)$ 新AI苹果手机值得期待

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？

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百无一用是大雄
2024-08-02
百无一用是大雄
越是上ai国内的销售数据越差而且销售数据不真实，ios上AI之后，国行很多功能都没有。更多的用户会买外版机。类似于游戏机市场。最早的iPhone3gs也这样国行无Wi-Fi模块买的人很少。

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