$苹果(AAPL)$_老虎社区_美港股上老虎

2024-10-21

$苹果(AAPL)$ $歌尔股份(002241)$ 苹果跟歌尔合作只是取消了耳机，今年苹果销量好，歌尔自然有的赚，同时叠加了黑悟空带动索尼ps的销量和meta的vr，ar设备，再加上去年业绩那么差，同比怎么着都不会很难看的

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？

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海容易啊
2024-10-25
海容易啊
这篇文章不错，转发给大家看看

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