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小周同学「亏损中」
$XAAPL 利空：苹果自己说内存成本还要涨，假日季毛利率要被压
苹果财报后盘前跌3.9%，公司警告内存芯片成本会继续上涨，假日季毛利率承压
iPhone销量是亮点，但大中华区营收不及预期，增长端没能对冲成本端
欧易 XAAPL 报331.52美元，24小时跌2.67%，日内从347.08一路下到322.03
纳指100周一收盘已比历史高点低10%以上，进入回调区间，大科技 AI 开支的回报正被重新审视，苹果这次毛利指引正好撞在这个关口上。
#苹果Q4营收超预期，下季度毛利率指引承压
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