微量德丰
04-28
$苹果(AAPL)$
苹果一方面关税暂缓影响不大,特朗普已经暂缓对手机和电脑征税,这给苹果松了一口气。另一方面苹果iPhone换代在即,服务生态壁垒牢固,老用户换机动力强,未来营收肯定继续增长。
关税引市场担忧!苹果财报你是看多or看空?
$苹果 (AAPL.US)$ 将在下周四美股盘后公布财报,虽然公司可能因消费者恐慌性提前购买而短期受益,但随着关税全面实施,其供应链成本上升和消费者购买力下降的双重压力将逐渐显现。【对于这次整体财报表现,大家是偏看多or看空?你会提前上车吗?】
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