温迪迪子
04-23
$苹果(AAPL)$
这波美股插针再回弹的行情中再次验证了AI行情的确定性，我喜欢选王子落难的时刻，前天AAPL换接班人，在七姐妹里面领跌，结果一天就回来了，这几天都早睡，没进场，FOMO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。
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OwenBess
04-23
OwenBess
这波回弹确实快，没抄到底有点可惜了
温迪迪子
:
是啊，没想到睁眼就回来了，但睡眠质量也很重要
什么也没有了～
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