The real story at Apple is the memory crunch — and there's little room for error It's a high-stakes quarter for the iPhone maker. Apple needs to show Wall Street exactly how it plans to mitigate the risks of rising memory costs.
源站原文 ↗The real story at Apple is the memory crunch — and there's little room for error It's a high-stakes quarter for the iPhone maker. Apple needs to show Wall Street exactly how it plans to mitigate the risks of rising memory costs.
源站原文 ↗苹果真正的看点在于内存紧张问题——而且几乎没有犯错余地。对这家iPhone制造商来说，这是一个高风险季度。苹果需要向华尔街准确展示，它计划如何缓解内存成本上升带来的风险。
苹果将于周四公布2026财年第三季度财报，市场重点关注内存短缺及毛利率指引。公司此前预计毛利率为47.5%至48.5%。内存成本上涨令利润率承压，Jefferies预计iPhone 17单位利润率下降4至9个百分点；即便高端机型提价18%至26%，毛利率仍将收缩3.5个百分点。
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