<p>内存和存储价格正在急剧上涨，这意味着消费者将为许多科技产品支付更多费用。<strong>苹果</strong>（AAPL +1.36%）最近表示，它将提高部分 iPad 和 MacBook 产品的价格，以抵消上涨的成本。虽然这看起来对苹果来说是个坏消息，但供应短缺实际上可能在长期内对业务有利，并成为股票的积极催化剂。原因如下。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTcvcGVyc29uLWxpc3RlbmluZy10by1tdXNpYy1vbi10aGVpci1waG9uZS5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTcvcGVyc29uLWxpc3RlbmluZy10by1tdXNpYy1vbi10aGVpci1waG9uZS5qcGcmdz0zODQw"/></p>
<p>图片来源：Getty Images。</p>
<h2>苹果的产品可能突然看起来更实惠</h2>
<p>今年早些时候，苹果推出了一系列低价产品，旨在通过吸引更广泛的客户群体来获得市场份额。MacBook Neo 和 iPhone 17e 是其中最显著的产品。该 科技公司 表示，其 MacBook Neo 是 “有史以来最实惠的笔记本电脑”。而 iPhone 17e 为消费者提供了一种经济实惠的方式来升级并访问公司最新的人工智能功能。</p>
<p>通过推出低价产品，苹果突然缩小了其设备与更便宜替代品之间的差距。随着其他公司因内存和存储成本上升而需要大幅提高价格，考虑到苹果强劲的利润率，苹果可能不会感受到同样的压力。虽然它已宣布对部分产品（包括 MacBook Neo）提价，但目前尚未提高 iPhone 的价格。其他没有苹果财务实力的公司可能没有这样的奢侈。而随着苹果产品与低价选项之间的差距缩小，消费者可能更倾向于直接购买苹果产品。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="苹果股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>苹果</p>
<p>今日变动</p>
<p>(1.36%) $4.21</p>
<p>当前价格</p>
<p>$312.84</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.6T 市值仅计算已上市的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$307.00 - $314.19</p>
<p>52 周区间</p>
<p>$201.50 - $317.40</p>
<p>成交量</p>
<p>4.7K</p>
<p>平均成交量</p>
<p>54.3M</p>
<p>毛利率</p>
<p>47.86%</p>
<p>股息收益率</p>
<p>0.34%</p>
<h2>今年股票表现良好，但能否继续上涨？</h2>
<p>苹果的股票自年初以来上涨了 15%，因为对价格上涨的担忧似乎并未对业务造成影响。虽然更高的价格可能会对一些高价产品的需求产生负面影响，但仍然希望苹果能够在其低价产品上获得更大的销售，从而可能吸引更多消费者进入其生态系统，带来未来更多的增长。</p>
<p>该业务仍然看起来财务状况良好，但考虑到 38 倍的市盈率，在经济条件严峻和内存及存储价格迅速上涨的不确定性下，这并不是一只便宜的股票。虽然对于那些只想长期持有的投资者来说，它可能是一个不错的长期投资，但我认为目前不宜购买该股票，因为我认为今天在 科技行业有更好的选择。</p>

苹果

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

2 倍做多 AAPL ETF - GraniteShares

AAPX

AAPL 周收益 ETF - Roundhill

APLY

AAPY

2 倍做多 MAG7 指数 ETF - Roundhill

<p>苹果可能会从内存供应短缺中受益，因为不断上涨的组件成本迫使竞争对手大幅提高价格。苹果强劲的利润率使其能够限制价格上涨，从而使其产品相对更具价格竞争力，并可能获得市场份额。尽管今年股价上涨了 15%，且市盈率高达 38，但作者建议暂时不要购买 AAPL，因为科技行业还有更好的投资选择</p>

<p>Memory and storage prices are climbing sharply, which means consumers will be paying more for many tech products. <strong>Apple</strong>( AAPL +1.36%) recently said that it was raising the price of some iPad and MacBook products to offset rising costs. While this may <em>seem</em> like it's bad news for Apple, the supply shortage may actually help the business in the long run and be a positive catalyst for the stock. Here's why.</p>
<div class="lb-trans"><p>内存和存储价格正在急剧上涨，这意味着消费者将为许多科技产品支付更多费用。<strong>苹果</strong>（AAPL +1.36%）最近表示，它将提高部分 iPad 和 MacBook 产品的价格，以抵消上涨的成本。虽然这看起来对苹果来说是个坏消息，但供应短缺实际上可能在长期内对业务有利，并成为股票的积极催化剂。原因如下。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Nzc0OTcvcGVyc29uLWxpc3RlbmluZy10by1tdXNpYy1vbi10aGVpci1waG9uZS5qcGcmdz0zODQw" alt="Person listening to music on their phone." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F877497%2Fperson-listening-to-music-on-their-phone.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Apple's products may suddenly look more affordable</h2>
<div class="lb-trans"><h2>苹果的产品可能突然看起来更实惠</h2>
</div><p>Earlier this year, Apple introduced a series of lower-priced products that aimed at gaining market share by appealing to a broader customer base. The MacBook Neo and iPhone 17e were among the most notable. The tech company said its MacBook Neo was its &#34;most affordable laptop ever.&#34; And the iPhone 17e offers consumers a cost-effective way to upgrade and access the company's latest and greatest artificial intelligence capabilities.</p>
<div class="lb-trans"><p>今年早些时候，苹果推出了一系列低价产品，旨在通过吸引更广泛的客户群体来获得市场份额。MacBook Neo 和 iPhone 17e 是其中最显著的产品。该 科技公司 表示，其 MacBook Neo 是 “有史以来最实惠的笔记本电脑”。而 iPhone 17e 为消费者提供了一种经济实惠的方式来升级并访问公司最新的人工智能功能。</p>
</div><p>By introducing lower-priced products, Apple has suddenly narrowed the gap between its devices and those of cheaper alternatives. And as other companies need to raise prices significantly due to rising memory and storage costs, Apple may not feel as much pressure to do so, given its strong margins. While it has announced price increases for some products, including the MacBook Neo, it has held off on raising iPhone prices for the time being. Other companies that don't have Apple's financial might may not have that same luxury. And as the gap between Apple's products and lower-priced options diminishes, consumers may be more inclined to simply buy an Apple product.</p>
<div class="lb-trans"><p>通过推出低价产品，苹果突然缩小了其设备与更便宜替代品之间的差距。随着其他公司因内存和存储成本上升而需要大幅提高价格，考虑到苹果强劲的利润率，苹果可能不会感受到同样的压力。虽然它已宣布对部分产品（包括 MacBook Neo）提价，但目前尚未提高 iPhone 的价格。其他没有苹果财务实力的公司可能没有这样的奢侈。而随着苹果产品与低价选项之间的差距缩小，消费者可能更倾向于直接购买苹果产品。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>苹果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(1.36%) $4.21</p>
<div class="lb-trans"><p>(1.36%) $4.21</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$312.84</p>
<div class="lb-trans"><p>$312.84</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.6TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$4.6T 市值仅计算已上市的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅计算已上市的流通股，不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$307.00 - $314.19</p>
<div class="lb-trans"><p>$307.00 - $314.19</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$201.50 - $317.40</p>
<div class="lb-trans"><p>$201.50 - $317.40</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4.7K</p>
<div class="lb-trans"><p>4.7K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>54.3M</p>
<div class="lb-trans"><p>54.3M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.86%</p>
<div class="lb-trans"><p>47.86%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.34%</p>
<div class="lb-trans"><p>0.34%</p>
</div><h2>The stock has been doing just fine this year, but can it continue rising?</h2>
<div class="lb-trans"><h2>今年股票表现良好，但能否继续上涨？</h2>
</div><p>Apple's stock is up 15% since the start of the year, as concerns about rising prices don't appear to be weighing on the business. While higher prices may negatively impact demand for some of its premium-priced products, there's still hope that Apple might be able to capture greater sales on its lower-priced products and, in doing so, potentially attract more consumers into its ecosystem, leading to more future growth.</p>
<div class="lb-trans"><p>苹果的股票自年初以来上涨了 15%，因为对价格上涨的担忧似乎并未对业务造成影响。虽然更高的价格可能会对一些高价产品的需求产生负面影响，但仍然希望苹果能够在其低价产品上获得更大的销售，从而可能吸引更多消费者进入其生态系统，带来未来更多的增长。</p>
</div><p>The business still looks to be in strong financial shape, but with a price-to-earnings multiple of 38, this is not a cheap stock to own, given the uncertainty amid both challenging economic conditions and rapidly rising memory and storage prices. While it may be a solid long-term investment for investors who just want to buy and hold for years, I'd hold off on buying the stock for now, as I think there are better options in the tech sector today.</p>
<div class="lb-trans"><p>该业务仍然看起来财务状况良好，但考虑到 38 倍的市盈率，在经济条件严峻和内存及存储价格迅速上涨的不确定性下，这并不是一只便宜的股票。虽然对于那些只想长期持有的投资者来说，它可能是一个不错的长期投资，但我认为目前不宜购买该股票，因为我认为今天在 科技行业有更好的选择。</p>
</div>

How Apple Can Actually Benefit From the Memory Supply Shortage

- 苹果因内存和存储价格上涨提高部分产品价格。  
- 公司推出低价产品以吸引更广泛顾客，缩小与竞争对手产品的差距。  
- 尽管面临价格上涨，苹果仍有希望吸引更多消费者，推动未来增长。

苹果如何能够从内存供应短缺中真正受益