$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

$苹果(AAPL)$

苹果其实是便宜的ai公司，英伟达这些都50倍pe了。后面ai应用上ios都得从苹果商店收费，躺赚30%抽成，不要太香。从硬件软件一条龙，有它一半实力的公司都找不出来。[得意] [得意] [得意] 新高只是时间问题，新高也只是ai应用时代的起点。始终坚信这点价值判断，才会长期拿住！

媒体之前渲染极度悲哀的市场情绪，全是狗庄骗散户交出筹码的常规操作。

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":466025287057472,"tweetId":"466025287057472","gmtCreate":1754800635471,"gmtModify":1754809094173,"author":{"id":3532832900448503,"idStr":"3532832900448503","authorId":3532832900448503,"authorIdStr":"3532832900448503","name":"姬霓太美","avatar":"https://static.tigerbbs.com/9863d97b8ff7d4a9bb0978e95fd7601a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-5","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/11b371f51be5f5ea4808392abb441ff5","smallImgUrl":"https://static.tigerbbs.com/ee729a64671bd9f8eab455f50eb1bb88","grayImgUrl":"https://static.tigerbbs.com/a2051caaa16384dbbb843d164610bb2e","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-5","name":"单笔平均盈利排行","description":"Top 5%","smallImgUrl":"https://static.tigerbbs.com/ee729a64671bd9f8eab455f50eb1bb88","bigImgUrl":"https://static.tigerbbs.com/11b371f51be5f5ea4808392abb441ff5","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1691625600000,"redirectLinkValidityTo":1725062400000}],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"15aa4164fd0f40c1bdceb3ddd45414bc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"苹果暴跌，被内存涨价逼到加价，\"美光的蜜糖苹果的砒霜\"？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":15aa4164fd0f40c1bdceb3ddd45414bc}&rnconfig={\"headerBarHidden\": true}","description":"苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[{"img":"https://static.tigerbbs.com/4ba35a1677b3f0c49d032ab11f7d11a3","width":"1284","height":"2778"}],"coverImages":[{"img":"https://static.tigerbbs.com/4ba35a1677b3f0c49d032ab11f7d11a3","width":"1284","height":"2778"}],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>苹果其实是便宜的ai公司，英伟达这些都50倍pe了。后面ai应用上ios都得从苹果商店收费，躺赚30%抽成，不要太香。从硬件软件一条龙，有它一半实力的公司都找不出来。<span>[得意]&nbsp;</span> <span>[得意]&nbsp;</span> <span>[得意]&nbsp;</span> 新高只是时间问题，新高也只是ai应用时代的起点。始终坚信这点价值判断，才会长期拿住！</p>\n<p>媒体之前渲染极度悲哀的市场情绪，全是狗庄骗散户交出筹码的常规操作。</p><img src=\"https://static.tigerbbs.com/4ba35a1677b3f0c49d032ab11f7d11a3\" tg-width=\"1284\" tg-height=\"2778\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>苹果其实是便宜的ai公司，英伟达这些都50倍pe了。后面ai应用上ios都得从苹果商店收费，躺赚30%抽成，不要太香。从硬件软件一条龙，有它一半实力的公司都找不出来。<span>[得意]&nbsp;</span> <span>[得意]&nbsp;</span> <span>[得意]&nbsp;</span> 新高只是时间问题，新高也只是ai应用时代的起点。始终坚信这点价值判断，才会长期拿住！</p>\n<p>媒体之前渲染极度悲哀的市场情绪，全是狗庄骗散户交出筹码的常规操作。</p><img src=\"https://static.tigerbbs.com/4ba35a1677b3f0c49d032ab11f7d11a3\" tg-width=\"1284\" tg-height=\"2778\"></body></html>","text":"$苹果(AAPL)$ 苹果其实是便宜的ai公司，英伟达这些都50倍pe了。后面ai应用上ios都得从苹果商店收费，躺赚30%抽成，不要太香。从硬件软件一条龙，有它一半实力的公司都找不出来。[得意] [得意] [得意] 新高只是时间问题，新高也只是ai应用时代的起点。始终坚信这点价值判断，才会长期拿住！ 媒体之前渲染极度悲哀的市场情绪，全是狗庄骗散户交出筹码的常规操作。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/466025287057472","repostId":0,"isVote":1,"tweetType":1,"viewCount":2683,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":317,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/466025287057472"}