熊猫校长 Ming
06-29 13:53
Replying to
@蒜汁薯条
:供应链挑战//
@蒜汁薯条
:苹果有什么扛不住的，之前拿硬盘 dram 当金子卖，现在只不过当银子卖就叫扛不住了 [笑哭]
@熊猫校长 Ming：
市场在慌什么 先把市场的恐慌逻辑说清楚——因为它有道理，不是无理取闹。 涨价的导火索，是内存。这一年 DRAM 价格涨了最高 98%、这个季度还要再涨 58–63%（业内叫"RAMageddon"），原因是 AI 数据中心疯狂抢内存、吃掉了约七成的高端 DRAM，留给消费电子的供给所剩无几。苹果扛了一年，终于扛不住，把成本转嫁给了消费者。 $美光科技(MU)$ $苹果(AAPL)$ $南方两倍做多海力士(07709)$
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