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06-27

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06-26

1

Is Apple's price increase due to storage? Micron executives countered: "That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production."

06-26

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12:16","market":"us","language":"zh","title":"Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171074618","media":"老虎资讯综合","summary":"据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为谷歌A、 亚马逊和微软，另一只是网约车平台优步。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Two of Wall Street's most watched \"star investors\"—former U.S. House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman—have seen a new overlap in their latest holdings.</p><p><p style=\"text-align: left;\">According to Pelosi's latest congressional transaction records and Pershing Square's Q1 13F filing, the two currently jointly hold four stocks, including three members of the \"Magnificent Seven,\" namely...<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a ride-hailing platform.<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is their latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, bought 200 Uber call options on May 29, 2026, with an exercise price of $50 and an expiration date of March 19, 2027. Meanwhile, Ackerman held approximately 29.96 million Uber shares as of the first quarter, accounting for about 16% of Pershing Square's portfolio. Although he slightly reduced his holdings by about 1% during the quarter, he remained the fund's third-largest holding.</p><p><p style=\"text-align: left;\">Regarding Alphabet, Pelosi's previously purchased GOOGL call options were exercised this year, converting them into 5,000 common shares. Ackerman significantly reduced his holdings in Alphabet in the first quarter, with GOOG and GOOGL each decreasing by about 95%, and has now dropped to a smaller position in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continued increase in holdings. As of the first quarter, Pershing Square held approximately 11.45 million shares of Amazon, accounting for about 17% of its portfolio, making it its second-largest holding. Its holdings further increased by 19% in the first quarter. In addition to the 5,000 shares she has already exercised, Pelosi still holds 20 Amazon call options expiring in January 2027 with a strike price of $120.</p><p><p style=\"text-align: left;\">Microsoft was a new target for Ackerman's investment in the first quarter of this year, with an initial purchase of approximately 5.65 million shares, valued at approximately $2.09 billion, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft stock options multiple times in recent years. Although she sold some of her shares in 2024, the market generally believes that she still holds Microsoft stock.</p><p><p style=\"text-align: left;\">It is worth noting that the two have different investment styles.</p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, has a long-standing preference for buying call options on large technology stocks with longer terms and deep in-the-money value, and exercising them into common stock near expiration. Ackerman, on the other hand, is known for his value and aggressive investing, tending to concentrate his holdings in industry leaders and drive the company to release shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber added to Pelosi's portfolio, she and Ackerman now hold four stocks, three of which are from the \"Big Seven,\" demonstrating that the two investors, who are closely watched by Wall Street, still maintain a high degree of consistency in large tech stocks and industry leaders.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Both Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoth Pelosi and Ackerman are bullish on these four stocks: the four stocks overlap, with Uber becoming the latest crossover.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-06-27 12:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Two of Wall Street's most watched \"star investors\"—former U.S. House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman—have seen a new overlap in their latest holdings.</p><p><p style=\"text-align: left;\">According to Pelosi's latest congressional transaction records and Pershing Square's Q1 13F filing, the two currently jointly hold four stocks, including three members of the \"Magnificent Seven,\" namely...<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The other is a ride-hailing platform.<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is their latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, bought 200 Uber call options on May 29, 2026, with an exercise price of $50 and an expiration date of March 19, 2027. Meanwhile, Ackerman held approximately 29.96 million Uber shares as of the first quarter, accounting for about 16% of Pershing Square's portfolio. Although he slightly reduced his holdings by about 1% during the quarter, he remained the fund's third-largest holding.</p><p><p style=\"text-align: left;\">Regarding Alphabet, Pelosi's previously purchased GOOGL call options were exercised this year, converting them into 5,000 common shares. Ackerman significantly reduced his holdings in Alphabet in the first quarter, with GOOG and GOOGL each decreasing by about 95%, and has now dropped to a smaller position in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continued increase in holdings. As of the first quarter, Pershing Square held approximately 11.45 million shares of Amazon, accounting for about 17% of its portfolio, making it its second-largest holding. Its holdings further increased by 19% in the first quarter. In addition to the 5,000 shares she has already exercised, Pelosi still holds 20 Amazon call options expiring in January 2027 with a strike price of $120.</p><p><p style=\"text-align: left;\">Microsoft was a new target for Ackerman's investment in the first quarter of this year, with an initial purchase of approximately 5.65 million shares, valued at approximately $2.09 billion, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft stock options multiple times in recent years. Although she sold some of her shares in 2024, the market generally believes that she still holds Microsoft stock.</p><p><p style=\"text-align: left;\">It is worth noting that the two have different investment styles.</p><p><p style=\"text-align: left;\">Pelosi's husband, Paul Pelosi, has a long-standing preference for buying call options on large technology stocks with longer terms and deep in-the-money value, and exercising them into common stock near expiration. Ackerman, on the other hand, is known for his value and aggressive investing, tending to concentrate his holdings in industry leaders and drive the company to release shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber added to Pelosi's portfolio, she and Ackerman now hold four stocks, three of which are from the \"Big Seven,\" demonstrating that the two investors, who are closely watched by Wall Street, still maintain a high degree of consistency in large tech stocks and industry leaders.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fd9b4b7cbec67c68f3fbf44b021799e","relate_stocks":{"MSFX":"2倍做多MSFT ETF-T-Rex","AMZD":"1倍做空AMZN ETF-Direxion","AMZN":"亚马逊","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","UBRL":"2倍做多UBER ETF-GraniteShares","GOOX":"2倍做多GOOG ETF-T-REX","AMZU":"2倍做多AMZN ETF-Direxion","GOOGL":"谷歌A","AZYY":"GraniteShares YieldBOOST AMZN ETF","UBER":"优步","GGLL":"2倍做多GOOGL-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","AMZW":"Roundhill AMZN WeeklyPay™ ETF","MSFD":"1倍做空MSFT ETF-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","AMZY":"AMZN期权收益策略ETF-YieldMax","MSFL":"2倍做多MSFT ETF-GraniteShares","UBEW":"Roundhill UBER WeeklyPay ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","MSFT":"微软","AMZZ":"2倍做多AMZN ETF-GraniteShares","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","MSFW":"Roundhill MSFT WeeklyPay ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171074618","content_text":"华尔街最受关注的两位“明星投资人”——美国前众议院议长南希·佩洛西（Nancy Pelosi）及Pershing Square创始人比尔·阿克曼（Bill Ackman），最新持仓出现新的重合。根据佩洛西最新披露的国会交易记录，以及Pershing Square一季度13F文件，两人目前共同持有4只股票，其中包括3只“科技七巨头”（Magnificent 7）成员，分别为 谷歌A、 亚马逊和 微软，另一只是网约车平台 优步。其中，Uber是两人最新的共同持仓。佩洛西丈夫保罗·佩洛西于2026年5月29日买入200张Uber看涨期权，行权价50美元，到期日为2027年3月19日。与此同时，阿克曼截至一季度持有约2996万股Uber，占Pershing Square投资组合约16%，虽然季度内小幅减仓约1%，但仍是基金第三大重仓股。在Alphabet方面，佩洛西此前买入的GOOGL看涨期权已于今年完成行权，转换为5000股普通股。阿克曼则在一季度大幅减持Alphabet，GOOG和GOOGL持仓分别减少约95%，目前已降至组合中的较小仓位。亚马逊则是阿克曼持续加仓的重点。截至一季度，Pershing Square持有约1145万股亚马逊，占组合约17%，为第二大重仓股，一季度持股数量进一步增加19%。佩洛西除了已行权取得5000股外，目前仍持有2027年1月到期、行权价120美元的20张亚马逊看涨期权。微软则是阿克曼今年一季度新建仓标的，首次买入约565万股，市值约20.9亿美元，占基金资产约15%。佩洛西近年来多次行权微软期权，虽然2024年出售过部分持股，但市场普遍认为其目前仍持有微软股票。值得注意的是，两人的投资风格并不相同。佩洛西丈夫保罗·佩洛西长期偏好买入期限较长、深度实值的大型科技股看涨期权，并在临近到期时行权转为普通股；而阿克曼则以价值投资和激进投资闻名，倾向于集中持有行业龙头，并通过长期持股推动企业释放股东价值。随着Uber进入佩洛西的投资组合，目前她与阿克曼共同持有的股票增至4只，其中3只来自“科技七巨头”，显示两位备受华尔街关注的投资者，仍在大型科技股和行业龙头上保持较高的一致性。","news_type":1,"symbols_score_info":{"AMZP":0.6,"GGLS":0.6,"AMZN":2.1,"MSFL":0.6,"GOOW":0.6,"MSFW":0.6,"UBER":2.1,"GOOP":0.6,"MSFT":2.1,"AZYY":0.6,"GOOX":0.6,"AMZY":0.6,"AMZW":0.6,"AMZU":0.6,"MSFU":0.6,"AMZZ":0.6,"MSFD":0.6,"UBEW":0.6,"MSFY":0.6,"GOU":0.6,"UBRL":0.6,"GOOGL":2,"AMZD":0.6,"MSFO":0.6,"GGLL":0.6,"MSFX":0.6,"GOOY":0.6}},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","BK4505":"高瓴资本持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","APLY":"AAPL期权收益策略ETF-YieldMax","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4512":"苹果概念","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4515":"5G概念","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPU":0.6,"MU":1.91,"MUD":0.6,"AAPX":0.6,"AAPB":0.6,"APLY":0.6,"AAPW":0.6,"AAPD":0.6,"AAPL":1.95,"MULL":0.6,"MUU":0.6,"AAPY":0.6}},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":579608004109600,"gmtCreate":1782535968848,"gmtModify":1782535971064,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579608004109600","repostId":"1171074618","repostType":2,"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579412463874352,"gmtCreate":1782488302185,"gmtModify":1782488304149,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579412463874352","repostId":"2646338265","repostType":2,"repost":{"id":"2646338265","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1782448231,"share":"https://ttm.financial/m/news/2646338265?lang=en_US&edition=fundamental","pubTime":"2026-06-26 12:30","market":"us","language":"zh","title":"Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2646338265","media":"华尔街见闻","summary":"苹果CEO库克称存储厂商大幅涨价迫使苹果提价，涨幅最高达300美元。美光首席商务官Sadana则暗指苹果此前激进压价策略压制了厂商盈利，导致资本投入不足，埋下供应短缺隐患。此番争论背景下，美光第三财季营收同比暴涨346%，毛利率近85%，股价次日飙升近16%。","content":"<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple's price increase due to storage? Micron executives countered: \"That's to blame for the storage manufacturers' previous low-price procurement that caused them to stop expanding production.\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-06-26 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Regarding the attribution of responsibility for memory chip prices,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>They are engaged in a public, remote confrontation with Micron.</p><p><p style=\"text-align: left;\">Apple announced on Thursday a global price increase of up to $300 for Macs, iPads, and several other hardware products, marking the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Previously, Apple CEO Tim Cook told the media that the current tight memory supply and significant price increases by storage manufacturers are forcing Apple to raise product prices.</p><p><p style=\"text-align: left;\">However, as one of Apple's suppliers,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Chief Commercial Officer Sumit Sadana responded, implying that Apple's aggressive price-cutting procurement strategy was one of the main reasons for the current storage supply shortage.</p><p><p style=\"text-align: left;\">This war of words took place against the backdrop of Micron delivering an impressive quarterly report. Micron Technology's revenue surged 346% year-over-year in the third fiscal quarter, with a gross margin approaching 85%. Its fourth-quarter revenue guidance also exceeded market expectations, and it surged nearly 16% the following day.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81dea50c8cd2aecde4d8eefacc29ff50\" data-align=\"center\" tg-width=\"905\" tg-height=\"597\"/><span></span></p><p><h2 style=\"text-align: left;\">Cook pleads guilty: Storage companies are raising prices aggressively, putting pressure on consumers.</h2><p style=\"text-align: left;\">In an interview with The Wall Street Journal, Cook directly targeted storage vendors. He said:</p><p><p style=\"text-align: left;\">While consumer demand for the equipment is strong, supply is dwindling, and storage manufacturers are passing on huge price increases. We do need memory prices and supply to return to reasonable levels; that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as a passive recipient of the price increase wave, while also sending a signal to the outside world: the root cause of this round of price increases for consumer-facing products is the cost pressure on the upstream supply chain, rather than Apple itself taking the initiative.</p><p><p style=\"text-align: left;\">In an interview with The Wall Street Journal after Micron's earnings report was released, Sadana gave a completely different account.<strong>He did not name names, but his wording was direct.</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were quoting extremely aggressively at the time that this was not constructive.</p><p><p style=\"text-align: left;\">He further pointed out:</p><p><p style=\"text-align: left;\"><strong>In 2023, massive investments across the industry were halted due to extremely low pricing and poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term procurement agreements are repeatedly cited by industry insiders. It is these agreements that give Apple more buffer than its competitors during the upward cycle of memory prices, allowing it to postpone price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement revealed another side of the coin: during the last downturn in the storage market, Micron's gross profit margin turned negative, and some customers took this opportunity to lower their purchase prices to the bottom.</p><p><p style=\"text-align: left;\"><strong>This locking in extremely low prices, while protecting the short-term interests of buyers, simultaneously suppressed the profitability of storage manufacturers, making them unable to invest capital in new production capacity and sowing the seeds for subsequent supply shortages.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4097c480a3805034884e4b139ceb4bac","relate_stocks":{"LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","BK4505":"高瓴资本持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","APLY":"AAPL期权收益策略ETF-YieldMax","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0557290698.USD":"施罗德环球可持续增长基金","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4512":"苹果概念","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4515":"5G概念","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Sadana予以回应，暗指苹果此前激进的压价采购策略，才是当前存储供应紧缺的重要成因之一。这场口水战发生在美光交出一份亮眼季报的背景之下。美光科技第三财季营收同比大涨346%，毛利率逼近85%，第四季度营收指引亦超市场预期，次日飙升近16%。库克喊冤：存储商涨价凶猛，消费者承压库克在接受《华尔街日报》采访时将矛头直指存储厂商。他表示：在消费者对设备需求旺盛之际，供应却在减少，而存储厂商正在转嫁巨额涨价。我们确实需要内存价格和供应回归合理水平，这才是关键所在。这一表态将苹果定位为涨价浪潮的被动承受者，同时向外界传递出一个信号：此轮面向消费者的产品涨价，根源在于上游供应链的成本压力，而非苹果自身主动为之。对此，Sadana在美光财报发布后接受《华尔街日报》采访时给出了截然不同的叙述。他未点名道姓，但措辞直接：我们曾告诉某几个当时报价极为激进的客户，这样做毫无建设性。他进一步指出：2023年整个行业的大量投资因为极低的定价和极差的利润率而被叫停。苹果以对供应商强硬谈判著称，其长期采购协议也一再被业内人士引用。正是这些协议，使苹果在内存价格上行周期中比竞争对手更具缓冲空间，得以延后涨价压力。然而，Sadana的表态揭示了这枚硬币的另一面，在上一轮存储市场下行周期中，美光毛利率一度转负，部分客户正是趁此时机压低采购价至底部水平。这种对极低价格的锁定，虽然保护了买方短期利益，却同步打压了存储厂商的盈利能力，导致其无力在新增产能上进行资本投入，为此后的供应短缺埋下隐患。","news_type":1,"symbols_score_info":{"AAPU":0.6,"MU":1.91,"MUD":0.6,"AAPX":0.6,"AAPB":0.6,"APLY":0.6,"AAPW":0.6,"AAPD":0.6,"AAPL":1.95,"MULL":0.6,"MUU":0.6,"AAPY":0.6}},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579395156751144,"gmtCreate":1782484081750,"gmtModify":1782484083854,"author":{"id":"3574212230016787","authorId":"3574212230016787","name":"Fenhh","avatar":"https://community-static.tradeup.com/news/616d586b372e77326c76b5b175abdf66","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574212230016787","authorIdStr":"3574212230016787"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[{"img":"https://community-static.tradeup.com/news/1860f7d4956b52b3e273b77c4f04878c","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579395156751144","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}