$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

不才1%的浮动吗，这不是挺正常吗，管1%叫大跌，那别玩了回家吧。[得意]

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？

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价值投资稳中求进
2025-06-18
价值投资稳中求进
你自己看看它横盘多久了，别人涨它跌，别人跌它还跌

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