一般来说，peg<1_老虎社区_美港股上老虎

2024-09-05

一般来说，peg<1，说明价格相对便宜，>2，就有点贵了。所以即使 $苹果(AAPL)$ peg是3.2x，仍然会觉得它“便宜”吗？

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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Xzhouz
2024-09-07
Xzhouz
peg怎么计算的？
- starterpacks:
  pe/eps增速，主要应用成长股

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