$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

$苹果(AAPL)$

我并不认为苹果在ai整合方面落后，苹果可能只是觉得目前的方案达不到他们一贯高超的标准而已。现在全世界都在等待苹果作为标杆来揭示ai究竟该如何在手机终端上展现应用，其他手机生产商才有机会进行追赶或在此基础上进行所谓创新。至少目前，没有一个硬件生产商完成过上述任务，或至少展现出过令人满意的方案。所以，全世界都在等待苹果，期待苹果。

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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