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Tim-
#苹果新CEO迎来iPhone18首份成绩单 苹果明天盘后放榜。市场押注:营收约1133亿(+10.6%)、EPS1.98、iPhone565亿(+15%,主要靠涨价)、服务增速约10%。
真正变量是12月季度指引:Pro已发、基础款要等明年3月,叠加内存涨价,卖方担心市场预期打太满;高盛看只有低至中个位数增长,若坐实,35倍PE下股价容易承压。
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