DigiTimes· DIGITIMES·· 4 小时前
Apple 预计假日季营收创纪录，但面临内存涨价与 AI 支出成本考验
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending
事实摘要
Apple 预计假日季营收将创纪录，但内存价格飙升、供应受限与 Siri AI 成本上升正威胁其盈利能力。新任 CEO John Ternus 因此提前面临定价能力与投资策略的考验。
原文与核验
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正文 · 原文摘要
Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting new CEO John Ternus to an early test on the company's pricing power and investment strategy. The central question is no longer whether Apple can sustain sales growth, but how much of that growth it can convert into profit.
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来源：DigiTimes · digitimes.com