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空门宗主
No. 7 Top Trader by 365D PnL
我全押注了16000xp在yes上
为什么yes？
1. 历史习惯：苹果历来财报很喜欢“保守指引”，财报出来经常容易 beat 一致预期；大科技巨头普遍有管理预期的传统。
2. 基本面乐观：市场定价 iPhone 新品、服务业务、折叠屏带来增量，认为这一季盈利有韧性。
3. 但不是无脑看多：没有冲到 85c、90c，说明资金也在忌惮风险：存储成本抬升、iPhone 增量放缓、下季度指引可能拉胯。所以还留接近三成给“爆雷不及预期”。
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#苹果新CEO迎来iPhone18首份成绩单
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