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莫再言莫再语
#苹果新CEO迎来iPhone18首份成绩单 这场更像期中测验：业绩本身大概率稳，真正的风险在预期。苹果今年逆着 AI 回调涨了近三成，市值超 5.1 万亿美元、动态市盈率冲到 40 倍上下，成了恐慌资金眼里的“避风港”——高估值意味着没有犯错空间，电话会只要毛利率指引低于区间，或对假日季说得含糊，股价挨一下并不意外。反过来，如果特努斯能把内存成本讲清楚、假日季指引给得扎实，苹果大概率还能接着“独善其身”。数字我明天会盯着
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