TraderS | 缺德道人|6月 25, 2026 15:25
In addition to the logical reversal caused by PCE, there is also a hidden mystery behind the overall price increase of Apple products tonight's comprehensive decline.
Apple has almost raised prices across the board this time, and the signal significance is greater than the amount itself. For Apple, which has strong bargaining power, this indicates that it is no longer willing to continue absorbing costs for upstream companies.
The recently revived joke "Seven sisters together raised debt to support the chip giant" is not just a joke.
Micron has just disclosed 16 strategic supply agreements covering approximately 20% of its DRAM and one-third of its NAND supply, including take or pay, price floor, and customer funding commitments. The cumulative revenue of 14 agreements calculated at the lowest price is approximately $100 billion.
Micron's unexpected financial report is certainly a good thing for himself, but if it is built on the basis of other giants borrowing or even losing profits, then it is a bad thing for the US stock market itself.
So the news of Apple's price increase to some extent weakened the positive financial report of Micron, and the PCE only met expectations. Under the combined effect, it is reasonable for the US stock market to fall.
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