$苹果(AAPL)$_老虎社区_美港股上老虎

苹果在大中华区表现确实不佳，增长压力明显变大。除非搭载人工智能的下一代手机能大卖，不然的话32倍PE的苹果，的确性价比不高。。。

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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精彩评论

yorick365
2024-08-08
yorick365
进入AI时代，苹果明显落后，接入chatgpt，在中国还用不了
- yorick365:
  没有chatgpt的苹果，国内销量很难上去

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