大盘再度跌破4100_老虎社区_美港股上老虎

大盘再度跌破4100点，大部分个股又是持续走弱，目前已经连续三个交易日超过4000多家下跌，市场情绪面和投资者的信心继续冰点，说明A股行情还是很割裂的，高位震荡大跌，权重板块普跌，低位板块补涨效应持续下降，而今日的量能是小幅缩量多亿，可见，市场情绪还是偏谨慎的，成交额依然维持较高的水平，不过A股缩量大跌，场内抛售力度仍在增强，这对接下来的行情来说，依旧面临一定的调整压力。

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？

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