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隼先生怎麼說#EP267 |  記憶體廠商靠「股票回購」堵住華爾街的嘴;蘋果遭遇漲價與長短料雙重風險 episode artwork

EPISODE · Aug 15, 2026 · 37 MIN

隼先生怎麼說#EP267 | 記憶體廠商靠「股票回購」堵住華爾街的嘴;蘋果遭遇漲價與長短料雙重風險

from BIGECON 站在巨人肩膀看世界經濟 · host BIGECON

1:20 記憶體指標股終於反彈,有效擴散與帶動費半 3:23 現金流: 沒想到AI賣家需要靠回購才能說服華爾街… 8:18 Sandisk、三星、海力士相繼推出股票回購計畫 12:30 漲價到2027年底從來沒變,不能因為股價立場不定 14:39 主要產品線涵蓋高階/利基產品,PBR與PE估值模型 17:10 缺貨缺到一定程度,就會有長短料風險 20:00 AI加速器為例:從估台積電CoWoS到HBM的量能分配 22:15 蘋果身受漲價與長短料的雙重風險 22:50 9月推摺疊機、Pro、pro max,標準版與Air要等3月 24:25 重點在Q4的二波拉貨,營運影響到時會顯現 26:13 BOM結構劇烈轉變,蘋果難逃產品漲價 29:19 台積電庫存週轉次數降低,不認為是單純週期性 32:15 AI加速器/HPC占比狂飆,證明Q2週期性論點不紮實 34:20 N2製程AP的庫存堆積,確實推測是主要因素 35:55 蘋果一但破300,相關供應鏈遭提款機會大 相關文章與連結: BIGECON | 站在巨人的肩膀上看經濟 -- Hosting provided by SoundOn

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隼先生怎麼說#EP267 | 記憶體廠商靠「股票回購」堵住華爾街的嘴;蘋果遭遇漲價與長短料雙重風險

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