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小波啊
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你老强哥想买一个苹果的笔记本
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多少钱呢
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想想2500吧
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原来多少钱啊
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2000涨了500块啊
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我不舍得给他买了啊
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我现在想的是
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怎么让你老强哥把那多余的500块赚回来
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我再给他考虑买一个笔记本
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怎么才能赚到500块呢
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那是那就让他买股票
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让他赚上500块
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问题是苹果现在涨价之后呢
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越来越不好卖了
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咱举个例子啊
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在过去的时候
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一台苹果笔记本里面
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10%到15是内存的产品
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原来2000是200块钱
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是存是内存的价格是吧
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现在呢存储这一年多给他翻了3~4倍
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也就是说
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现在一台笔记本里面有700~800
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是存储的芯片了
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那我问你这时候苹果必须涨价
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对不对
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涨了之后呢
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消费者承担不起了是吧
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你如果你2000涨到两千一两千二
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大家还觉得可以
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你2000涨到两千五两千六
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是不是大家都不舍得买了
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那这时候你老强哥面临的是不舍得买
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那这个时候怎么样让苹果把价格降下来呢
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怎么做
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买菜一点哦
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买个便宜点的存土
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买那种不给他涨价的
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是不是
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那全球来看
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三星海力士美光都涨价了
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那买谁的合适呢
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中国的买中国的存储芯片
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对不对
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买谁的存储呀
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没错
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这就是苹果最近在干的事
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放宽对他采购中国存储的限制
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你知道哪一家公司的吗
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叫长鑫存储
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长鑫现在DDDRR现在已经占了全球8%了
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嗯而且呢因为长鑫给华为供货了很多货
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华为今年的价格没涨
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华为你知道现在中国已经做了第几名了吗
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我猜第五名第一名啊
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华为已经占了中国的30%的份额了啊
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厉害吧
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那你知道苹果现在在中国划了第几名了吗
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第十名
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现在华为VIVOOPPO苹果
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苹果已经滑到第四名了
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如果这时候他再没有中国长期存储的这个支持
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你说苹果还能熬得住吗
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不能
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所以这就是核心问题给破产了
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那你老强哥怎么样把这个500块赚回来
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要去买它的长期存储
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如果苹果用长期存储的芯片
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如果长期上市
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要不要买长兴的股票
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要等一下你的
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买苹果笔记本的希望寄托在长兴股票上
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怎么样哦
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啊我觉得可以
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嘿嘿嘿嘿
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老杨很无奈
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因为没人给他买买单
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他就没法用苹果笔记本了
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那我问你
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你觉得苹果用长青的芯片的概率都高吗
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高但是我告诉你啊
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这个很难
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因为现在长清楚已经在美国的制裁名单里了啊
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因为中国和美国呢现在不是有贸易战吗
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美国很害怕苹果太依赖中国供应链
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所以现在呢给这个长鑫啊做了限制
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如果他想着用长期的芯片
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我估计最后只有一种方案可行
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你知道什么方案吗是吗
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就是只在中国卖的苹果产品上
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用长形存储在中国市场以
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外卖的还只能用三星海力士和美光啊
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那这个时候你老翔哥如果想买苹果笔记本
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应该去哪里买
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中国他只有在中国能买到便宜的
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在美国肯定买不到便宜的
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至少从现在开始两到3年内是没希望的
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可以去拼
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多多抢
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哈哈哈哈行行我
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所以说你很想打折
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所以你的苹果的希望只能在中国了
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好不好好吧
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那那甜香的买苹果鱼本的希望还能实现吗
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你觉得可能吧