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800U做空所有山寨
#苹果新CEO迎来iPhone18首份成绩单
苹果新CEO特努斯iPhone 18首份成绩单：全球仅增3.1%，全靠中国扛。
中国同期大涨28%-29%，包揽周销量前五；美国、日本同比下滑，涨价+升级感知弱劝退用户。高盛指出营收靠“量减价增”——出货降4%、均价涨20%，苹果还把订单从Pro往Pro Max挪。折叠屏Duo候期约100天、加单30%，是下一个观察窗口。
一句话：中国买单，全球观望，首份答卷不算难看但离开门红有距离。
#苹果新CEO #iPhone18
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