大冬瓜呱呱呱
2025-09-09
短期发布会能炒一波热度,但苹果AI没啥亮点,硬件升级估计也难超预期!等回调再说要不要上车吧。其实现在我自己对苹果没有以前的热情还有一个原因,苹果现在和安卓的差距真的越来越小,也就画面好点,我自己都好久没买过苹果的产品了,周围的朋友也是,有的用的多年苹果套装的现在也在慢慢替换。我手里就一个ipad没换安卓产品,装软件的时候挺烦的,动不动需要外区id,而且不同的区还有不同壁垒,不是搞一个id就行了,想想就烦。
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。
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ladybrid
2025-09-09
ladybrid
确实是
什么也没有了~
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