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不爱说话的大叔
#苹果新CEO迎来iPhone18首份成绩单 本季度大概率会“超预期”，但这更像是一份由时间窗口和产品组合“做出来”的成绩单，而非需求全面走强的信号。 市场真正的考验不在已过去的9月季度，而在于特努斯在电话会上如何描述12月季度的指引——那才是检验“涨价能否被持续消化”和$“内存成本冲击有多大”的第一个真实窗口。如果本季数字漂亮但指引偏软，股价面临的反而可能是获利回吐的压力。后期看看
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