$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

奔跑吧美股

$苹果(AAPL)$ 必买苹果，三折叠有啥用，这玩意根本没有用啊，反观我们大苹果，AI那叫个好用，进步堪比从马车到火车啊

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。

精彩评论

一路长虹1900
2024-09-12
一路长虹1900
你以为是苹果？华为都比苹果贵，就算不喜欢华为，那么苹果也好不了哪里去，看看外网的人怎么说苹果吧，毫无进步
- 奔跑吧美股:
  AI智能化不比平板变手机进步多吗
寂寞的演奏家
2024-09-11
寂寞的演奏家
本来人家也没打算卖给你

定位很准确，金领，或者CEO
- 来自2073:
  搞笑呢，XT芯片制程是7nm，今年主流旗舰手机的芯片都是3nm 4nm制程。华为的处理器连前十都排不进，就是两年前的手机加两块屏幕，遥遥落后，智商够的人会买这？
- 寂寞的演奏家回复来自2073:
  你还挺自信，也没办法老虎社区的普遍价值话就是这样
- 来自2073:
  你错了，其实只有又穷又粉又爱装X的人会买。华而不实的东西，纯纯智商税
- 金子疙瘩:
  买的都是**丝
杰克斯丹尼
2024-09-12
杰克斯丹尼
😂😂😂 $苹果(AAPL)$

发表看法

8

10

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":348211534589976,"tweetId":"348211534589976","gmtCreate":1726034039029,"gmtModify":1726034041423,"author":{"id":3479274709946712,"idStr":"3479274709946712","authorId":3479274709946712,"authorIdStr":"3479274709946712","name":"奔跑吧美股","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":45,"starInvestorFlag":false},"themes":[{"themeId":"15aa4164fd0f40c1bdceb3ddd45414bc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"苹果暴跌，被内存涨价逼到加价，\"美光的蜜糖苹果的砒霜\"？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":15aa4164fd0f40c1bdceb3ddd45414bc}&rnconfig={\"headerBarHidden\": true}","description":"苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 必买苹果，三折叠有啥用，这玩意根本没有用啊，反观我们大苹果，AI那叫个好用，进步堪比从马车到火车啊</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 必买苹果，三折叠有啥用，这玩意根本没有用啊，反观我们大苹果，AI那叫个好用，进步堪比从马车到火车啊</p></body></html>","text":"$苹果(AAPL)$ 必买苹果，三折叠有啥用，这玩意根本没有用啊，反观我们大苹果，AI那叫个好用，进步堪比从马车到火车啊","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/348211534589976","repostId":0,"isVote":1,"tweetType":1,"viewCount":5972,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":103,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":348474340282704,"commentId":"348474340282704","gmtCreate":1726117725490,"gmtModify":1726118713196,"authorId":4175223739041752,"author":{"id":4175223739041752,"idStr":"4175223739041752","authorId":4175223739041752,"name":"一路长虹1900","avatar":"https://static.tigerbbs.com/0a71ad1f056e7158bb99df45528669db","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你以为是苹果？华为都比苹果贵，就算不喜欢华为，那么苹果也好不了哪里去，看看外网的人怎么说苹果吧，毫无进步","text":"你以为是苹果？华为都比苹果贵，就算不喜欢华为，那么苹果也好不了哪里去，看看外网的人怎么说苹果吧，毫无进步","html":"你以为是苹果？华为都比苹果贵，就算不喜欢华为，那么苹果也好不了哪里去，看看外网的人怎么说苹果吧，毫无进步","likeSize":0,"commentSize":1,"subComments":[{"id":348643810824280,"commentId":"348643810824280","gmtCreate":1726130930308,"gmtModify":1726130934000,"authorId":3479274709946712,"author":{"id":3479274709946712,"idStr":"3479274709946712","authorId":3479274709946712,"name":"奔跑吧美股","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":348474340282704,"supIdStr":"348474340282704","prevId":0,"prevIdStr":"0","content":"AI智能化不比平板变手机进步多吗","text":"AI智能化不比平板变手机进步多吗","html":"AI智能化不比平板变手机进步多吗","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":348328986464576,"commentId":"348328986464576","gmtCreate":1726047372232,"gmtModify":1726047376094,"authorId":3495002759494258,"author":{"id":3495002759494258,"idStr":"3495002759494258","authorId":3495002759494258,"name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.23","exceedPercentage":"93.55%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>本来人家也没打算卖给你</p><p><br></p><p>定位很准确，金领，或者CEO</p>","text":"<p>本来人家也没打算卖给你</p><p><br></p><p>定位很准确，金领，或者CEO</p>","html":"<p>本来人家也没打算卖给你</p><p><br></p><p>定位很准确，金领，或者CEO</p>","likeSize":0,"commentSize":4,"subComments":[{"id":354616030974168,"commentId":"354616030974168","gmtCreate":1727585646099,"gmtModify":1727585649876,"authorId":3549964360552423,"author":{"id":3549964360552423,"idStr":"3549964360552423","authorId":3549964360552423,"name":"来自2073","avatar":"https://static.tigerbbs.com/8546d8eaf14efbf608b5cf48c271a223","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":348328986464576,"supIdStr":"348328986464576","prevId":0,"prevIdStr":"0","content":"搞笑呢，XT芯片制程是7nm，今年主流旗舰手机的芯片都是3nm 4nm制程。华为的处理器连前十都排不进，就是两年前的手机加两块屏幕，遥遥落后，智商够的人会买这？","text":"搞笑呢，XT芯片制程是7nm，今年主流旗舰手机的芯片都是3nm 4nm制程。华为的处理器连前十都排不进，就是两年前的手机加两块屏幕，遥遥落后，智商够的人会买这？","html":"搞笑呢，XT芯片制程是7nm，今年主流旗舰手机的芯片都是3nm 4nm制程。华为的处理器连前十都排不进，就是两年前的手机加两块屏幕，遥遥落后，智商够的人会买这？","disclaimerType":0},{"id":348593313972400,"commentId":"348593313972400","gmtCreate":1726124292425,"gmtModify":1726124296166,"authorId":3495002759494258,"author":{"id":3495002759494258,"idStr":"3495002759494258","authorId":3495002759494258,"name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.23","exceedPercentage":"93.55%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":3549964360552423,"repliedAuthor":{"id":3549964360552423,"idStr":"3549964360552423","authorId":3549964360552423,"name":"来自2073","avatar":"https://static.tigerbbs.com/8546d8eaf14efbf608b5cf48c271a223","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":348328986464576,"supIdStr":"348328986464576","prevId":348365291520000,"prevIdStr":"348365291520000","content":"你还挺自信，也没办法老虎社区的普遍价值话就是这样","text":"你还挺自信，也没办法老虎社区的普遍价值话就是这样","html":"你还挺自信，也没办法老虎社区的普遍价值话就是这样","disclaimerType":0},{"id":348365291520000,"commentId":"348365291520000","gmtCreate":1726083667910,"gmtModify":1726093974113,"authorId":3549964360552423,"author":{"id":3549964360552423,"idStr":"3549964360552423","authorId":3549964360552423,"name":"来自2073","avatar":"https://static.tigerbbs.com/8546d8eaf14efbf608b5cf48c271a223","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":348328986464576,"supIdStr":"348328986464576","prevId":0,"prevIdStr":"0","content":"你错了，其实只有又穷又粉又爱装X的人会买。华而不实的东西，纯纯智商税","text":"你错了，其实只有又穷又粉又爱装X的人会买。华而不实的东西，纯纯智商税","html":"你错了，其实只有又穷又粉又爱装X的人会买。华而不实的东西，纯纯智商税","disclaimerType":0},{"id":348266484404592,"commentId":"348266484404592","gmtCreate":1726066981940,"gmtModify":1726067451931,"authorId":3494155314294344,"author":{"id":3494155314294344,"idStr":"3494155314294344","authorId":3494155314294344,"name":"金子疙瘩","avatar":"https://static.tigerbbs.com/2e758676eb09c52340191f5895585244","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":348328986464576,"supIdStr":"348328986464576","prevId":0,"prevIdStr":"0","content":"买的都是**丝","text":"买的都是**丝","html":"买的都是**丝","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":348631004852328,"commentId":"348631004852328","gmtCreate":1726142439181,"gmtModify":1726145833710,"authorId":3530234136824116,"author":{"id":3530234136824116,"idStr":"3530234136824116","authorId":3530234136824116,"name":"杰克斯丹尼","avatar":"https://static.tigerbbs.com/2365ec44e7fa60a42def737a86fffe75","vip":1,"crmLevel":0,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":348211534589976,"objectIdStr":"348211534589976","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"😂😂😂<a href=\"https://laohu8.com/S/AAPL\"> $苹果(AAPL)$ </a>","text":"😂😂😂<a href=\"https://laohu8.com/S/AAPL\"> $苹果(AAPL)$ </a>","html":"😂😂😂<a href=\"https://laohu8.com/S/AAPL\"> $苹果(AAPL)$ </a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348211534589976"}