Post
言可言
苹果的“躺赚”时代结束了
35倍市盈率，折叠屏迟到，全玻璃iPhone流产——苹果的“创新溢价”还剩多少？AI浪潮推高DRAM成本370%，毛利率承压；服务增速跌破10%，安装基数触顶。六家机构看空，追平2012年纪录。当年还有iPhone 5救场，今天呢？
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