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Fenhh

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- FenhhFenhh
  ·06-27
  1
  Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection
  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。
  Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection
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- FenhhFenhh
  ·06-26
  1
  Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production
  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%。
  Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand production
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- FenhhFenhh
  ·06-26
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12:16","market":"us","language":"zh","title":"Both Pelosi and Ackerman are bullish on these 4 stocks: Four stocks overlap, and Uber becomes the latest intersection","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;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", 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 car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought was exercised this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap 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; 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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 4 stocks: Four stocks overlap, and Uber becomes the latest intersection\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;\">The two most watched \"star investors\" on Wall Street, former US House Speaker Nancy Pelosi and Pershing Square founder Bill Ackman, have new overlaps in their latest positions.</p><p><p style=\"text-align: left;\">According to Pelosi's latest disclosure of congressional trading records and Pershing Square's first-quarter 13F filing, the two currently jointly own four stocks, including three members of the \"Magnificent 7\", 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 car-hailing platform<a href=\"https://laohu8.com/S/UBER\">Uber</a>。</p><p><p style=\"text-align: left;\">Among them,<strong>Uber is the pair's latest joint holding.</strong></p><p><p style=\"text-align: left;\">Pelosi husband Paul Pelosi bought 200 Uber call options on May 29, 2026 with a $50 strike price and an expiration date of March 19, 2027. Ackman, meanwhile, held about 29.96 million shares of Uber as of the first quarter, representing about 16% of the Pershing Square portfolio, and while slightly reducing its position by about 1% during the quarter, it remains the fund's third-largest ownership.</p><p><p style=\"text-align: left;\">On Alphabet's side, the GOOGL call option Pelosi previously bought was exercised this year, converting into 5,000 shares of common stock. Ackerman, for his part, significantly reduced its holdings in Alphabet in the first quarter, reducing its GOOG and GOOGL holdings by about 95% each, and has now dropped to smaller positions in the portfolio.</p><p><p style=\"text-align: left;\">Amazon is the focus of Ackerman's continuous positions. As of the first quarter, Pershing Square held about 11.45 million shares of Amazon, accounting for about 17% of the portfolio, making it the second largest ownership, and the number of holdings increased by a further 19% in the first quarter. Pelosi currently holds 20 Amazon call options expiring in January 2027 with an exercise price of $120, in addition to the 5,000 shares she has exercised.</p><p><p style=\"text-align: left;\">Microsoft is the target of Ackman's new position in the first quarter of this year, buying about 5.65 million shares for the first time, with a market value of about 2.09 billion USD, accounting for about 15% of the fund's assets. Pelosi has exercised Microsoft options several times in recent years, and although she sold some of her holdings in 2024, it is widely believed that she still holds Microsoft shares for now.</p><p><p style=\"text-align: left;\">It is worth noting that the two do not have the same investment style.</p><p><p style=\"text-align: left;\">Pelosi's husband Paul Pelosi has a long-term preference for buying long-term, deeply real-valued large-cap tech call options and exercising them to convert to common shares near expiration; Ackerman, on the other hand, is known for value investing and activist investing, which tends to concentrate on holding industry leaders and promote enterprises to unlock shareholder value through long-term shareholding.</p><p><p style=\"text-align: left;\">With Uber entering Pelosi's portfolio, her current shared holdings with Ackerman have increased to four stocks, three of which are from the \"Big Seven of Technology,\" showing that two investors who have attracted much attention on Wall Street still maintain high consistency on large-cap 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":{"GOOW":"Roundhill GOOGL WeeklyPay ETF","UBER":"优步","GOOX":"2倍做多GOOG ETF-T-REX","GOOGL":"谷歌A","GOOY":"GOOGL期权收益策略ETF-YieldMax","UBRL":"2倍做多UBER ETF-GraniteShares","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","AMZU":"2倍做多AMZN ETF-Direxion","MSFX":"2倍做多MSFT ETF-T-Rex","GGLL":"2倍做多GOOGL-Direxion","AMZW":"Roundhill AMZN WeeklyPay™ ETF","MSFW":"Roundhill MSFT WeeklyPay ETF","GGLS":"1倍做空GOOGL ETF-Direxion","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","AMZZ":"2倍做多AMZN ETF-GraniteShares","UBEW":"Roundhill UBER WeeklyPay ETF","MSFT":"微软","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFL":"2倍做多MSFT ETF-GraniteShares","AMZN":"亚马逊","MSFD":"1倍做空MSFT ETF-Direxion","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","AMZD":"1倍做空AMZN ETF-Direxion"},"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":{"MSFW":0.6,"MSFX":0.6,"MSFT":2.1,"GOU":0.6,"MSFY":0.6,"MSFD":0.6,"GGLS":0.6,"AMZP":0.6,"GOOY":0.6,"MSFU":0.6,"AMZZ":0.6,"GOOGL":2,"MSFL":0.6,"GOOP":0.6,"MSFO":0.6,"GOOX":0.6,"GGLL":0.6,"AZYY":0.6,"AMZD":0.6,"AMZN":2.1,"GOOW":0.6,"AMZW":0.6,"AMZY":0.6,"UBER":2.1,"UBRL":0.6,"UBEW":0.6,"AMZU":0.6}},"isVote":1,"tweetType":1,"viewCount":142,"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":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"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":"Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand 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;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</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, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next 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's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</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>Apple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand 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\">\nApple's price increase blames storage? Micron Executives Strike Back: That is to blame the previous low-price purchase that caused storage manufacturers to no longer expand 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;\">Attribution of responsibility around the price of memory chips,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>He and Micron are engaged in an open air confrontation.</p><p><p style=\"text-align: left;\">Apple on Thursday announced global price hikes for Macs, iPads and several hardware products, up to $300, the company's largest global price adjustment in recent years.</p><p><p style=\"text-align: left;\">Earlier, Apple CEO Cook told the media that the current tight memory supply and sharp price increases by storage manufacturers are forcing Apple to raise the price of products.</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, alluding to Apple's previous aggressive price-reducing procurement strategy, which is one of the important causes of the current storage supply shortage.</p><p><p style=\"text-align: left;\">The war of words comes against the backdrop of Micron handing over a bright quarterly report. Micron's revenue in the third fiscal quarter rose by 346% year-on-year, and its gross profit margin approached 85%. The revenue guidance in the fourth quarter also exceeded market expectations, soaring by nearly 16% the next 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's shouting: storers raise prices fiercely and consumers are under pressure</h2><p style=\"text-align: left;\">In an interview with the Wall Street Journal, Cook pointed the finger at storage vendors. He said:</p><p><p style=\"text-align: left;\">At a time when consumer demand for devices is strong, supply is dwindling, and storage vendors are passing on huge price hikes. We do need memory prices and supply back to reasonable levels, and that's the key.</p><p><p style=\"text-align: left;\">This statement positions Apple as the passive bearer of the price increase wave, and at the same time sends a signal to the outside world: this round of consumer-oriented product price increase is rooted in the cost pressure of the upstream supply chain, not Apple's own initiative.</p><p><p style=\"text-align: left;\">In response, Sadana gave a very different narrative in an interview with the Wall Street Journal after Micron's earnings release.<strong>He did not name his name, but the words were straightforward</strong>：</p><p><p style=\"text-align: left;\">We told a few clients who were extremely aggressive at the time that it was unconstructive.</p><p><p style=\"text-align: left;\">He further stated that:</p><p><p style=\"text-align: left;\"><strong>A lot of investment across the industry in 2023 was halted because of extremely low pricing and extremely poor profit margins.</strong></p><p><p style=\"text-align: left;\">Apple is known for its tough negotiations with suppliers, and its long-term purchase agreements have been repeatedly cited by industry insiders. It is these agreements that give Apple more buffer space than its competitors in the upward cycle of memory prices, which can delay the pressure of price increases.</p><p><p style=\"text-align: left;\">However, Sadana's statement reveals the other side of this coin. In the last downward cycle of the storage market, Micron's gross profit margin once turned negative, and some customers took this opportunity to lower the purchase price to the bottom level.</p><p><p style=\"text-align: left;\"><strong>This locking of extremely low prices, although protecting the short-term interests of buyers, simultaneously suppresses the profitability of storage manufacturers, resulting in their inability to invest capital in new production capacity, laying hidden dangers for the subsequent supply shortage.</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":{"LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","AAPB":"2倍做多AAPL ETF-GraniteShares","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","AAPD":"1倍做空AAPL ETF-Direxion","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","AAPU":"2倍做多AAPL ETF-Direxion","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","AAPY":"AAPL收益溢价策略ETF-Kurv","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Global Equity A (acc) SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3775556","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646338265","content_text":"围绕存储芯片价格的责任归属，苹果与美光正展开一场公开隔空交锋。苹果公司周四宣布对Mac、iPad及多款硬件产品实施全球提价，涨幅最高达300美元，成为该公司近年来最大规模的一次全球性调价行动。此前，苹果CEO库克曾对媒体表示，当前内存供应紧张、存储厂商大幅涨价，正迫使苹果上调产品售价。然而，作为苹果供应商之一，美光科技首席商务官Sumit 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":{"MUU":0.6,"APLY":0.6,"AAPB":0.6,"MU":1.91,"AAPD":0.6,"MUD":0.6,"AAPL":1.95,"AAPX":0.6,"AAPY":0.6,"MULL":0.6,"AAPU":0.6,"AAPW":0.6}},"isVote":1,"tweetType":1,"viewCount":25,"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":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212230016787","idStr":"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":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}