今日午后，苹果即将发布财报，投资者将聚焦以下主题：内存成本是否会蚕食利润？分析师预测，苹果产品的毛利率将达36.6%，较去年同期高出约两个百分点。此外，投资者还关注其他议题：公司计划如何抵消芯片与内存成本上涨，以避免将更高的iPhone成本转嫁给消费者？蒂姆·库克上月接受《华尔街日报》采访时坦言，对大多数产品而言，涨价“不可避免”，但未就iPhone可能受到的影响提供细节。《华尔街日报》已初步计算相关数据。库克的继任者约翰·特努斯，距正式接掌公司仅剩约一个月。投资者正寻找线索，探寻在新任CEO带领下，苹果未来方向可能发生何种变化。最后，苹果股价能否维持近期上涨势头？苹果股价近期表现优于其他“七巨头”科技股，今年迄今已上涨24%，领跑该板块。本周，苹果市值超越英伟达，重夺美国市值最高公司宝座。
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