AI最后还得靠硬件。_老虎社区_美港股上老虎

重生之我是鲍威尔
2025-11-12

AI最后还得靠硬件。没硬件支撑，软件再牛也成不了个人生活助手。最后所有公司都得跟苹果合作，现在也没啥硬件能跟手机比 $苹果(AAPL)$

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":499494329381112,"tweetId":"499494329381112","gmtCreate":1762954876028,"gmtModify":1762954878407,"author":{"id":9000000000000228,"idStr":"9000000000000228","authorId":9000000000000228,"authorIdStr":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","vip":8,"userType":8,"introduction":"简介","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":56,"starInvestorFlag":false},"themes":[{"themeId":"15aa4164fd0f40c1bdceb3ddd45414bc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"苹果暴跌，被内存涨价逼到加价，\"美光的蜜糖苹果的砒霜\"？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":15aa4164fd0f40c1bdceb3ddd45414bc}&rnconfig={\"headerBarHidden\": true}","description":"苹果（AAPL）失守$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>AI最后还得靠硬件。没硬件支撑，软件再牛也成不了个人生活助手。最后所有公司都得跟苹果合作，现在也没啥硬件能跟手机比 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>AI最后还得靠硬件。没硬件支撑，软件再牛也成不了个人生活助手。最后所有公司都得跟苹果合作，现在也没啥硬件能跟手机比 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> </p></body></html>","text":"AI最后还得靠硬件。没硬件支撑，软件再牛也成不了个人生活助手。最后所有公司都得跟苹果合作，现在也没啥硬件能跟手机比 $苹果(AAPL)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/499494329381112","repostId":0,"isVote":1,"tweetType":1,"viewCount":2275,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":120,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}