$苹果(AAPL)$_老虎社区_美港股上老虎

2025-09-08

$苹果(AAPL)$ 从历史的表现来看，苹果股价在发布会结束后，短期往往会出现一定的回调，比如2010年苹果秋季发布会，苹果当天收跌百分之0.96，大家可以去看往年苹果手机发布会，苹果股价当日的涨跌情况

但今年苹果秋季发布会推出iPhone 17系列，摩根士丹利预测，苹果可能会通过调整产品定价的策略来实现七年来首次温和涨价，推动苹果平均售价增长5%。如果这个策略成功的话，可能打破发布会后股价下跌的魔咒，成为年底前推动股价上涨的催化剂，今年iPhone Air的市场方向可能超出预期，可能进一步提升股价，所以今年对苹果发布会呃，觉得会推高苹果的股价

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

不做赔本交易
2025-09-08
不做赔本交易
今年如果把siri智能提前一年股价会起飞其他的感觉会温和提升股价苹果在人工智能落后谷歌和其他太多了
- 在妖风阵阵中冷静:
  想不明白为什么苹果甘愿舍弃ai方面的发展

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