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EGS川辰
#苹果新CEO迎来iPhone18首份成绩单
看财报最坑的地方就在这儿：财报超预期，股价却跌；业绩一般，股价反而涨。说白了，关键不是业绩本身好不好，而是市场之前已经把这个预期交易进去多少了。AAPL 的 iPhone 销售（首发即破发），其实都得按这个逻辑来看，不然光盯着数字，很容易看反。
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