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Vam222
#苹果新CEO迎来iPhone18首份成绩单
苹果Q4财报前瞻：大概率小幅超预期，但指引才是关键
Apple将于11月2日盘后公布2026财年Q4业绩。华尔街共识：营收约1130亿美元（同比+10%左右），EPS约1.98-2.00美元。公司此前指引营收增长9%-11%，与预期基本吻合。
历史数据对苹果有利——过去多个季度持续beat。iPhone中双位数增长与服务业务韧性有望支撑小幅超预期，但供应链约束、内存成本上升及新CEO首次电话会议，市场更关注假日季指引。
大概率数字过关，真正定调在于管理层对12月季度的展望。
$AAPL$
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