炒股赚钱难，核心就难_老虎社区_美港股上老虎

炒股赚钱难，核心就难在它要和我们与生俱来的人性“反着来”。贪婪与恐惧本就是刻在骨子里的本能，而股市里的涨跌起伏，刚好把这两种人性弱点放大到淋漓尽致——可真到实操时，几乎没人能逃开被情绪牵着鼻子走的命运。$利通电子(603629)$ $有研新材(600206)$ $光迅科技(002281)$

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

后复权
06-26
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卖飞200倍的 $燃料电池能源(FCEL)$ [流泪]
后复权
06-26
后复权
真羡慕你能拿住，越有钱越有胆
后复权
06-26
后复权
没拿住，怕高多是苦命人
后复权
06-26
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有研新材，唉
不要频繁操作
06-27
不要频繁操作
牛
后复权
06-26
后复权
难受啊

发表看法

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