《美股教学视频》

2024-08-29

录个美股的教学视频，讨论了一个问题：为什么大部分炒股了10年还是幼儿园水平。 $英伟达(NVDA)$ $特斯拉(TSLA)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Affirm Holdings, Inc.(AFRM)$ $赛富时(CRM)$

视频里我拿英伟达，特斯拉，crwd等举了例子，再比如afrm，crm财报不错，然后根据视频里说的招式你追进去就可以了。

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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