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六月雪
#苹果新CEO迎来iPhone18首份成绩单
我赌苹果本季财报不及预期。
理由很简单：内存涨价直接抬高了整机成本，而消费电子需求本就疲软，涨价只会进一步压制销量。iPhone 占比太大，一旦出货放缓，营收和利润双杀几乎不可避免。
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