扒拉算盘珠子
2024-09-24
$苹果(AAPL)$
苹果那肯定是持续性看好，你不看好苹果难道要看好HW还是小米，这俩明显不如苹果啊
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。
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减肥自律中
2024-09-25
减肥自律中
明显？小米人车家生态链，全球唯一，看吧，从苹果不造车开始，小米追赶的机会更大了
减肥自律中
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扒拉算盘珠子
:
只是打个比方说明造车亏损怎么来了，实际一台车利润百分之15以上
扒拉算盘珠子
回复
减肥自律中
:
贾老板那是纯骗，雷子好歹是正儿八经做企业的
减肥自律中
回复
扒拉算盘珠子
:
小米汽车利润已经超过特斯拉，不要说每台亏6万，先搞清这算法，如果像贾跃亭那样只交付了十两，那平摊一辆车就是几十亿的亏损。
扒拉算盘珠子
:
所以造车造出来多少利润
什么也没有了～
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