苹果单日蒸发1900亿美元交出市值王座，但无惧_老虎社区_美港股上老虎

苹果单日蒸发1900亿美元交出市值王座，但无惧

口罩哥KZG
11-04 08:19

我觉得连苹果都公开喊内存太贵的时候，存储这波结构性周期的成色就不用怀疑了….

苹果上季营收1144.77亿美元超预期，但周二盘中市值一度蒸发近1900亿美元至4.74万亿美元，被5.02万亿美元的英伟达夺走第一。

为什么华尔街突然砸盘？

因为管理层警告内存报价涨到空前水准且明年继续涨，叠加大中华区营收175.39亿美元低于预期的187.5亿美元，摩根大通随即把苹果目标价下调至355美元。

下游果链在替上游存储原厂打工，资金用脚投票去了半导体。

盯紧12月圣诞季成本传导，记住这1900亿美元市值是怎么被内存吃掉的… 最后还是买回来最重要的硬件….

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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