人工智能是未来的主流_老虎社区_美港股上老虎 - 老虎社区

知行合一稳增长

人工智能是未来的主流趋势，苹果作为链接客户端和AI的桥梁，起到很重要的作用，后面在应用层面不可缺少，AI商业化价值苹果作为变现的重要方式，判断后面苹果将会是很重要的AI应用平台，如果不出意外，苹果未来的市值应该继续保持领先地位

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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