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自由的风11
#苹果Q4营收超预期，下季度毛利率指引承压 苹果 Q4 营收成功超预期，硬件销售基本盘稳住，新 CEO 首份收入答卷过关。但市场重点看风险，下季度毛利率指引承压，核心是存储芯片涨价，叠加 Siri AI 云算力成本走高，低价零部件库存消耗接近尾声。收入好看，盈利端压力上来，后续重点看产品提价、供应链控本能不能对冲，以及服务业务韧性，这才是估值关键。
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