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#苹果新CEO迎来iPhone18首份成绩单
苹果新CEO首份成绩单：营收能超预期，但增长质量在变薄
iPhone 18 Pro全球首销同比仅+3.1%，中国+29%，美日下滑，增长几乎靠中国一个市场。美国用户认为升级不明显，涨价压了换机意愿。
财务超预期有水分：涨价前提前购买透支需求；毛利率预计回落至47.6%，存储成本在涨。本质是用价格换营收，不是产品力换增长。
特努斯真正的考题不在这一季：涨价驱动能否持续、AI叙事缺位、华为等竞争没变轻松。结论：开局及格，但不足以确认需求。
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