美国政府敦促苹果避免采购中国内存芯片
US Government urges $AAPL not to buy Chinese memory chips.
US Government urges $AAPL not to buy Chinese memory chips.
美国政府敦促$AAPL不要购买中国内存芯片。
$MU, $SKHY, and Samsung are happy to hear this...
$MU、$SKHY和三星听到这个消息很高兴...
Hilariously enough, CXMT/YMTC is price hiking too, so it's not exactly "cheap Chinese memory that floods the market".
搞笑的是，CXMT/YMTC也在涨价，所以这并不完全是“廉价中国内存充斥市场”的情况。
Apple once upon a time actually had extreme supplier leverage before the AI boom.
苹果曾经在AI热潮之前确实拥有极大的供应商议价能力。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力