$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

西伯利亚_热狗

$苹果(AAPL)$ 他清库存的过程中苹果一直有利好，什么16代搭载AI,是新的换机高峰，财报服务收入大增，他持有那么久也该收点钱回口袋里了，如果要留70仓位，不如先造势抬起来偷偷多清点，清点一半，等到这个周末一披露仓位，人家早就调整好姿势准备接低价筹码了，所以要不要跟要先看好人家的方向，别跑反了。

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

秋风萧瑟今又是
2024-08-05
秋风萧瑟今又是
什么傻子。。。巴菲特从来没做过短线交易

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":335175881802032,"tweetId":"335175881802032","gmtCreate":1722836650320,"gmtModify":1722836652964,"author":{"id":139002345248559,"idStr":"139002345248559","authorId":139002345248559,"authorIdStr":"139002345248559","name":"西伯利亚_热狗","avatar":"https://static.laohu8.com/c7adb852b9fdd620c12ff1b8a65aeb10","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.36%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":19,"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$280，导火索是它宣布上调iPad与MacBook售价，并直接归因于\"AI热潮下芯片/内存成本飙升\"。这恰是内存超级周期的另一面——美光、SanDisk大涨的\"蜜糖\"，正变成下游硬件厂商的\"砒霜\"：成本被迫转嫁、需求恐受抑制、毛利率承压，\"Micron's gain is Apple's pain\"成了今日市场最贴切的注脚。当上游内存吃掉产业链利润，被加价的苹果是错杀的避险品，还是margin压力才刚开始？你会逢跌买苹果吗？","image":"https://static.tigerbbs.com/0e681c515bf9170fb9540a9d8769b068"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 他清库存的过程中苹果一直有利好，什么16代搭载AI,是新的换机高峰，财报服务收入大增，他持有那么久也该收点钱回口袋里了，如果要留70仓位，不如先造势抬起来偷偷多清点，清点一半，等到这个周末一披露仓位，人家早就调整好姿势准备接低价筹码了，所以要不要跟要先看好人家的方向，别跑反了。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 他清库存的过程中苹果一直有利好，什么16代搭载AI,是新的换机高峰，财报服务收入大增，他持有那么久也该收点钱回口袋里了，如果要留70仓位，不如先造势抬起来偷偷多清点，清点一半，等到这个周末一披露仓位，人家早就调整好姿势准备接低价筹码了，所以要不要跟要先看好人家的方向，别跑反了。</body></html>","text":"$苹果(AAPL)$ 他清库存的过程中苹果一直有利好，什么16代搭载AI,是新的换机高峰，财报服务收入大增，他持有那么久也该收点钱回口袋里了，如果要留70仓位，不如先造势抬起来偷偷多清点，清点一半，等到这个周末一披露仓位，人家早就调整好姿势准备接低价筹码了，所以要不要跟要先看好人家的方向，别跑反了。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/335175881802032","repostId":0,"isVote":1,"tweetType":1,"viewCount":9154,"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":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":272,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":335177609011280,"commentId":"335177609011280","gmtCreate":1722837030196,"gmtModify":1722847323571,"authorId":3517010547057976,"author":{"id":3517010547057976,"idStr":"3517010547057976","authorId":3517010547057976,"name":"秋风萧瑟今又是","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":335175881802032,"objectIdStr":"335175881802032","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"什么傻子。。。巴菲特从来没做过短线交易","text":"什么傻子。。。巴菲特从来没做过短线交易","html":"什么傻子。。。巴菲特从来没做过短线交易","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/335175881802032"}