$苹果(AAPL)$_老虎社区_美港股上老虎

2024-09-10

$苹果(AAPL)$ 我寻思你苹果AI功能不支持国内使用我为啥要看好你这个AI手机呢？想要你国外吃火锅我国内吃火锅底料是吧？

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。

精彩评论

Baro___
2024-09-10
Baro___
这个原因你猜也能猜到，这个认知都没有炒股能赚到钱吗
- 财富猎人:
  我错了，接受大哥批评，下次一定改
雁门关向东二万五千里
2024-09-15
雁门关向东二万五千里
大陆用户能不能用美国AI，不是苹果和微软能决定的，
- 财富猎人:
  确实不是苹果决定的，但是现象就是这么个现象
陈安安
2024-09-10
陈安安
建议你检查一下脑袋
- 财富猎人:
  谢谢你的建议，我会考虑的

发表看法

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