喵喵努力搞钱
2025-09-23
aapl终于开始发力了，好东西还在后面，价值投资，长期持有
$苹果(AAPL)$
$APPLE 3xLongSG261006(MACW.SI)$
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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Aer
2025-09-24
Aer
还可以持有吗
喵喵努力搞钱
:
值得长期持有[吃瓜]
迪士尼迪斯尼
2025-09-24
迪士尼迪斯尼
看好你的判断，苹果一直有潜力
什么也没有了～
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