$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

$苹果(AAPL)$ 苹果公司拟向长鑫存储以及长江存储采购存储芯片，用于在中国市场销售的设备。这一天还是要到来了。用在中国市场，我想这点可能是能通过的重要原因🍎

对$美光科技(MU)$ 怎么样？你怎么看？🤔

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

cky10327
07-02
cky10327
通过了吗？压价王，不卖
熊猫校长 Ming
07-02
熊猫校长 Ming
哈

发表看法

2

1

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