$苹果(AAPL)$_老虎社区_美港股上老虎

2024-09-23

$苹果(AAPL)$ 苹果新机没有竞争力，从黄牛市场就可以看出来了。外加Apple AI要到秋天具体哪一天都不知道。下一季财报和下下季财报便会知晓。以上是我看空的理由。苹果耳机和苹果手表目前也不看好，原因是因为全球通胀和消费降级。

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":352361526608208,"tweetId":"352361526608208","gmtCreate":1727068681053,"gmtModify":1727070528567,"author":{"id":3521553528507559,"idStr":"3521553528507559","authorId":3521553528507559,"authorIdStr":"3521553528507559","name":"1703目标","avatar":"https://static.tigerbbs.com/fdbaf1c5637dd07d9e209d9b1754d192","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"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)$&nbsp;</a><v-v data-views=\"0\"></v-v> 苹果新机没有竞争力，从黄牛市场就可以看出来了。外加Apple AI要到秋天具体哪一天都不知道。下一季财报和下下季财报便会知晓。 以上是我看空的理由。 苹果耳机和苹果手表目前也不看好，原因是因为全球通胀和消费降级。&nbsp;</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 苹果新机没有竞争力，从黄牛市场就可以看出来了。外加Apple AI要到秋天具体哪一天都不知道。下一季财报和下下季财报便会知晓。 以上是我看空的理由。 苹果耳机和苹果手表目前也不看好，原因是因为全球通胀和消费降级。&nbsp;</body></html>","text":"$苹果(AAPL)$ 苹果新机没有竞争力，从黄牛市场就可以看出来了。外加Apple AI要到秋天具体哪一天都不知道。下一季财报和下下季财报便会知晓。 以上是我看空的理由。 苹果耳机和苹果手表目前也不看好，原因是因为全球通胀和消费降级。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/352361526608208","repostId":0,"isVote":1,"tweetType":1,"viewCount":4498,"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":204,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/352361526608208"}