今天大盘站上了20日_老虎社区_美港股上老虎

今天大盘站上了20日均线4063，短期趋势再次走好了，并站上了进攻线之上，目前上方压力在4090点附近，明天大盘还是需要站稳30日均线才能再次走强。后续也有望迎来新一轮行情。但是目前量能持续萎缩，说明行情向上动能不足，接下来行情还会反复震荡。目前底部支撑还是有较强的承接力。短期下跌空间不是很大了。随着指数探底回升，市场还是一个向上修复反弹的迹象。而下方支撑还是在4020点附近。

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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