熊猫校长 Ming
06-29 19:18
Replying to
@小肥狼
:时代变了//
@小肥狼
:确实 苹果就是活该 把消费者当冤大头
@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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