MISS吴
2024-09-09
$苹果(AAPL)$
为什么很多人不说苹果的缺点，一直说国产缺点，说国产贵？
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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八千里路云和月莫等闲
2024-09-11
八千里路云和月莫等闲
苹果现在越来越垃圾了，就有一种能力，骗钱，骗的还是买自己手机粉的钱。苹果税就是智商税。
MISS吴
:
苹果确实没什么创新
Xzhouz
2024-09-12
Xzhouz
n年前我也喜欢比数据，后面发现数据高的，一般都不耐用，或者说用着用着就不是那回事了，比如同样7纳米，工艺还有好有差，多重曝光代替euv，等等。时间久了就感觉出来差距了。
特斯拉也是一样，国产车标称续航跟特斯拉一样的，用5年再看看电池衰减，差距就出来了
MISS吴
:
数据都不可信了，那应该看什么呢，求指教
本采
2024-09-16
本采
苹果没什么变化，华为这变的太前卫了，，等妹的70出来吧。在对比下吧，三叠屏真的不太懂。
MISS吴
:
妹的70哈哈哈
价值投机投资
2024-09-10
价值投机投资
华为的东西就是垃圾，都比不过小米，还跟苹果比
价值投机投资
:
无知者无畏
MISS吴
:
没用过华为，根本买不起
esxlu
2024-09-11
esxlu
华为就是工业垃圾
MISS吴
:
哈哈，说出你的故事
阁下就是韭菜
2024-09-10
阁下就是韭菜
折叠屏从来不是主流
MISS吴
:
那倒是
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精彩评论
特斯拉也是一样，国产车标称续航跟特斯拉一样的，用5年再看看电池衰减，差距就出来了