Replying t_老虎社区_美港股上老虎

来自2073

2024-09-29

Replying to @京东商城: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？//@京东商城:

本来人家也没打算卖给你

定位很准确，金领，或者CEO

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

寂寞的演奏家
2024-09-30
寂寞的演奏家
你认知是真的这样，还是故意跟我抬杠

华为是国产芯片里面最牛逼的，并且技术最好的
- 来自2073:
  你要是百度了也没理解，麻烦去看下手机处理器天梯榜，今年遥遥领先前15都没进[微笑][微笑][微笑][难过]玻璃心别碎了
- 来自2073:
  百度都不会用吗？先搞清楚XT芯片的制程，再搞清楚制程差一倍以上性能差多少，然后再来反驳我不迟[微笑]

发表看法

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