$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

1
2
收藏

熊猫校长 Ming
07-02

$苹果(AAPL)$ 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"？

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。

1

举报

评论（2）

推荐
最新

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

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":581320956519400,"tweetId":"581320956519400","gmtCreate":1782954168409,"gmtModify":1782954171042,"author":{"id":3459023715752256,"idStr":"3459023715752256","authorId":3459023715752256,"authorIdStr":"3459023715752256","name":"熊猫校长 Ming","avatar":"https://static.tigerbbs.com/d448af67332c14b1126ae724fc7a267c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"validityToTimestamp":1786118449537}],"fanSize":245,"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$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;苹果公司拟向长鑫存储以及长江存储采购存储芯片，用于在中国市场销售的设备。这一天还是要到来了。用在中国市场，我想这点可能是能通过的重要原因🍎</p>\n<p>对<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 怎么样？你怎么看？🤔</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;苹果公司拟向长鑫存储以及长江存储采购存储芯片，用于在中国市场销售的设备。这一天还是要到来了。用在中国市场，我想这点可能是能通过的重要原因🍎</p>\n<p>对<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 怎么样？你怎么看？🤔</p></body></html>","text":"$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？🤔","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/581320956519400","repostId":0,"isVote":1,"tweetType":1,"viewCount":2663,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":180,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":581500360028392,"commentId":"581500360028392","gmtCreate":1782997961357,"gmtModify":1782997966491,"authorId":3437638669595671,"author":{"id":3437638669595671,"idStr":"3437638669595671","authorId":3437638669595671,"name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":581320956519400,"objectIdStr":"581320956519400","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"通过了吗？压价王，不卖","text":"通过了吗？压价王，不卖","html":"通过了吗？压价王，不卖","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":581499968496760,"commentId":"581499968496760","gmtCreate":1782999206499,"gmtModify":1782999211745,"authorId":3459023715752256,"author":{"id":3459023715752256,"idStr":"3459023715752256","authorId":3459023715752256,"name":"熊猫校长 Ming","avatar":"https://static.tigerbbs.com/d448af67332c14b1126ae724fc7a267c","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":3,"validityTo":"2026.08.08","validityToTimestamp":1786118449537}],"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"validityToTimestamp":1786118449537}]},"repliedAuthorId":0,"objectId":581320956519400,"objectIdStr":"581320956519400","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哈","text":"哈","html":"哈","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}