罗罗一筐
2024-09-16
$苹果(AAPL)$
焦点总是华为vs苹果，有没有一种可能，经济下行，消费降级，两个品牌都会销量缩减！
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。
分享至
微信
复制链接
精彩评论
xway
2024-09-17
xway
只有中国在经济下行 三驾马车全部降速。美国有硬核科技 经济好着呢。
不做不对
2024-09-16
不做不对
华为跟苹果根本就不冲突
Memphisk
:
人家是以中国的角度来看待这个问题，而不是以世界的眼光，得出这个结论不奇怪
什么也没有了～
APP内打开
发表看法
3
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":350031414014016,"tweetId":"350031414014016","gmtCreate":1726484912123,"gmtModify":1726485282197,"author":{"id":3574751237609860,"idStr":"3574751237609860","authorId":3574751237609860,"authorIdStr":"3574751237609860","name":"罗罗一筐","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"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$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v> \n<p>焦点总是华为vs苹果，有没有一种可能，经济下行，消费降级，两个品牌都会销量缩减！</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v> \n<p>焦点总是华为vs苹果，有没有一种可能，经济下行，消费降级，两个品牌都会销量缩减！</p></body></html>","text":"$苹果(AAPL)$ 焦点总是华为vs苹果，有没有一种可能，经济下行，消费降级，两个品牌都会销量缩减！","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/350031414014016","repostId":0,"isVote":1,"tweetType":1,"viewCount":7747,"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":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":85,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":350252952412360,"commentId":"350252952412360","gmtCreate":1726538992064,"gmtModify":1726540405960,"authorId":3476179108328286,"author":{"id":3476179108328286,"idStr":"3476179108328286","authorId":3476179108328286,"name":"xway","avatar":"https://static.laohu8.com/08ad549f7dcec5e4bb521ff47aec71e0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":350031414014016,"objectIdStr":"350031414014016","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"只有中国在经济下行 三驾马车全部降速。美国有硬核科技 经济好着呢。","text":"只有中国在经济下行 三驾马车全部降速。美国有硬核科技 经济好着呢。","html":"只有中国在经济下行 三驾马车全部降速。美国有硬核科技 经济好着呢。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":350047679873304,"commentId":"350047679873304","gmtCreate":1726488754644,"gmtModify":1726489955648,"authorId":3541370399498766,"author":{"id":3541370399498766,"idStr":"3541370399498766","authorId":3541370399498766,"name":"不做不对","avatar":"https://static.tigerbbs.com/bc61629cc10f4123f08f028616d28087","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":350031414014016,"objectIdStr":"350031414014016","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"华为跟苹果根本就不冲突","text":"华为跟苹果根本就不冲突","html":"华为跟苹果根本就不冲突","likeSize":0,"commentSize":1,"subComments":[{"id":350068495098200,"commentId":"350068495098200","gmtCreate":1726493839177,"gmtModify":1726494770319,"authorId":3530325156785592,"author":{"id":3530325156785592,"idStr":"3530325156785592","authorId":3530325156785592,"name":"Memphisk","avatar":"https://static.tigerbbs.com/fce2593b0d6f142043851c0bd79726e6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.90%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":350031414014016,"objectIdStr":"350031414014016","type":1,"supId":350047679873304,"supIdStr":"350047679873304","prevId":0,"prevIdStr":"0","content":"人家是以中国的角度来看待这个问题，而不是以世界的眼光，得出这个结论不奇怪","text":"人家是以中国的角度来看待这个问题，而不是以世界的眼光，得出这个结论不奇怪","html":"人家是以中国的角度来看待这个问题，而不是以世界的眼光，得出这个结论不奇怪","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/350031414014016"}
精彩评论