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巅峰小毛驴
#苹果新CEO迎来iPhone18首份成绩单
从当前前置销售数据来看:EPS(每股收益)小幅超预期的概率更高,但营收大幅超预期难度偏大;相比本季度iPhone数字,市场更关注新任CEO特努斯对AI战略、存储成本、下一个财季(含折叠屏)的展望,电话会里的指引甚至比Q4本身数字对股价影响更大。
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