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目标10mU
#苹果新CEO迎来iPhone18首份成绩单 为什么会有这么多人看好苹果财报能超预期呢？上季度超预期都有点强弩之末了，是靠退税才勉强维持超预期的增长。这次明显不同：
第一，成本上升，存储价格大涨导致苹果成本上涨，收益率下降，而新一代18产品虽然涨价，但是在财报内销售期仅仅10天左右。
第二，苹果自己预计增长率9-11％，比市场预测的13%有一定差距，但是我相信苹果给出的预测更接近现实。
第三，真理掌握在少数人手里！
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