---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42227467.md"
description: "The core is still the supply-demand relationshipStorage shortage -> Price increase-> Increased cost of electronic consumption -> $Apple Inc.(AAPL.US) fires the first shot by raising pricesAfter the price increase -> Sales volume decreases -> Demand reduction rebalancesThere's no eternal rise, nor eternal fall🤔"
datetime: "2026-06-26T05:09:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42227467.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42227467.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42227467.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# The core is still the supply-demand relationshipSt…


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## Comments (46)

- **Anderan7 · 2026-06-26T12:03:24.000Z**: But I feel there's still a logical problem here. I'm raising prices because Micron's capacity is all in AI, not in hardware. So if you want me to do it, shouldn't I raise prices to give you capacity? If I don't raise prices, why wouldn't I take on AI-related orders? Unless Apple can influence AI, bu
- **lisomo · 2026-06-26T07:27:30.000Z**: It's time for a drop.
- **永久持有有定价权资产 · 2026-06-26T07:15:04.000Z · 👍 1**: Ah, so that means the storage cycle is inversely correlated with the cloud provider's cycle! When storage prices drop, it's directly beneficial for cloud providers! The peak of the storage cycle is the bottom of the cloud provider cycle!
- **吃鲨鱼的人 · 2026-06-26T06:48:55.000Z**: Already fully invested, no money left to add more. Lying flat.
- **相信概率 · 2026-06-26T06:20:26.000Z · 👍 1**: The market is slapping Duan Yongping's face loudly👾, with one being Kweichow Moutai and the other Apple. It's questionable whether Duan Yongping's annualized return rate even reaches 8%.
  - **拿不住就去进厂** (2026-06-26T06:40:37.000Z): Big money seeks stability; it's normal to aim for a ten percent return per year.
  - **糖果秘密** (2026-06-26T07:17:18.000Z): We will also add a Pop Mart in the future.
- **Minrin · 2026-06-26T06:00:23.000Z**: With the decrease in demand for memory in consumer electronics, couldn't storage manufacturers concentrate more of their production capacity on DRAM? After all, devices that need memory nowadays aren't just limited to phones and computers.
- **煎饼小狗 · 2026-06-26T06:00:15.000Z**: Like futures, when the supply-demand relationship is pushed to the extreme, a reversal will occur. It seems that it will still take quite a long time.🤔
- ***烟火声* · 2026-06-26T05:57:28.000Z**: This is the market economy
- **十袋红利 · 2026-06-26T05:50:53.000Z · 👍 3**: Brother Value doesn't need a massage anymore, I'm already a seasoned M7 bagholder now 😎, don't take off my sunglasses
  - **高买低卖的韭菜** (2026-06-26T06:57:26.000Z): Take off the sunglasses 😭 Don't force it
  - **Steve045** (2026-06-26T07:03:50.000Z): 😭 🕶️
  - **realmiaodrid** (2026-06-26T07:11:49.000Z): 😭
- **保持学习 · 2026-06-26T05:42:56.000Z**: What does Value Brother think about RKLB?
- **zag · 2026-06-26T05:40:58.000Z**: The future is the world of inference, and the demand for HBM will only be higher.
- **Sssssavage · 2026-06-26T05:35:27.000Z · 👍 3**: But Apple is a consumer electronics company, and now the demand is all on the B-side. The demand is much greater than that for consumer electronics.
- **再put是狗 · 2026-06-26T05:33:11.000Z**: Parentheses, except for msft.
- **自来也 · 2026-06-26T05:33:09.000Z**: Nice picture
- **Awesome. · 2026-06-26T05:19:44.000Z · 👍 10**: No problem, there's no stock that only goes up. Storage has even forced Apple into a corner, I think it's almost at its end.
  - **阳光哇** (2026-06-26T06:46:45.000Z): So, have you heard about how Apple forced Micron into a corner a few years ago? Hahaha, the boomerang finally came back to hit them.
  - **Awesome.** (2026-06-26T06:49:36.000Z): Things will reverse when they reach an extreme. When sales are poor, demand will drop accordingly.
  - **阳光哇** (2026-06-26T06:50:13.000Z): Storage is not surging now because of consumer electronics demand.
- **卖飞永赚稳住慢慢变富 · 2026-06-26T05:13:28.000Z**: Value Bro, do you still have Hong Kong stocks? My A-share account is with the old man, I can't take it anymore, I'm losing so much I don't dare to open my eyes.
- **小学生来啦 · 2026-06-26T05:13:24.000Z**: Storage demand decreases —> price drops —> Apple cuts prices —> Apple stock price rises 😁
  - **S丨plendid** (2026-06-26T07:07:45.000Z): Is there a possibility that Apple won't lower its prices…
- **Bart的财富自由之路 · 2026-06-26T05:12:47.000Z**: Stability is not about being unchanging, but about flowing changes～
- **山雨 · 2026-06-26T05:12:29.000Z · 👍 1**: Bro, it's a good afternoon today. It seems like most electrical appliances need storage, including cars and robots. Let's see how Elon reacts.
  - **九五二七** (2026-06-26T05:19:33.000Z): Elon has already said it on X
  - **九五二七** (2026-06-26T05:21:24.000Z): 1
  - **山雨** (2026-06-26T05:26:38.000Z): Thanks 👍
- **jessie_liu2016 · 2026-06-26T05:11:49.000Z · 👍 1**: There is no forever rise, nor forever fall👌👌😁😁