https://ll.zinc.runhttps://ll.zinc.run/posts/111684https://ll.zinc.run/posts/111684Tue, 03 Nov 2026 01:55:34 GMT<b><span class="post-title-source">【美股筆記-2026-11-03-第1則】蘋果財測毛利率下滑、</span></b><mark class="highlight"><b><span class="post-title-source">Palantir</span></b></mark><b><span class="post-title-source"> 營收翻倍，盤後都只動約 1% </span><i class="emoji"><b><span class="post-title-source">🔄</span></b></i><span class="post-title-source">昨天問誰會嚇到人？答案：都沒有</span><i class="emoji"><b><span class="post-title-source">😅</span></b></i><span class="post-title-source"> 蘋果上季營收1,145億美元、年增12%優於預期，但財測毛利率（賣100元留多少）降到45–46%，主因記憶體漲價，盤後跌約1%。</span> Palantir營收年增96%還上調財測，盤後只動約1%，遠小於選擇權押的±12%。 考高分沒掌聲，因為大家早押滿分。 你先看成績還是財測？<i class="emoji"><b>👇</b></i> </b><a href="/search/result?q=%23%E7%BE%8E%E8%82%A1" title="#美股"><b>#美股</b></a><b> </b><a href="/search/result?q=%23%E8%8B%B9%E6%9E%9C" title="#苹果"><b>#苹果</b></a><b> </b><a href="/search/result?q=%23Palantir" title="#Palantir"><b>#Palantir</b></a><br /><br /><i class="emoji"><b>🌐</b></i> 链接: <a href="https://x.com/CardAndMiles/status/2117410961577672842" target="_blank" rel="noopener" title="https://x.com/CardAndMiles/status/2117410961577672842">https://x.com/CardAndMiles/status/2117410961577672842</a><br /><i class="emoji"><b>🏷️</b></i> 分组: X｜为你推荐<br /><i class="emoji"><b>🕒</b></i> 时间: 2026-11-03 08:18:07<a class="tgme_widget_message_link_preview" href="https://x.com/CardAndMiles/status/2117410961577672842" target="_blank" rel="noopener" title="【美股筆記-2026-11-03-第1則】蘋果財測毛利率下滑、Palantir 營收翻倍，盤後都只動約 1%🔄昨天問誰會嚇到人？答案：都沒有😅蘋果上季營收1,145億美元、年增12%優於預期，但財測毛利率（賣100元留多少）降到45–46%，主因記憶體漲價，盤後跌約1%。Palantir營收年增96%還上調財測，盤後只動約1%，遠小於選擇權押的±12%。考高分沒掌聲，因為大家早…"> <div class="link_preview_site_name accent_color">X (formerly Twitter)</div> <img class="link_preview_image" alt="旅遊卡路哩 (@CardAndMiles) on X" src="/static/https://cdn4.telesco.pe/file/mKWTmCNk08L6ai6rpYIan0Al7JcI4mUL7be6MACNU_svzYIarrKq8y4rqHzpRMef-UXwguNtwdTbA5VQDQLccrKqUsnL3i1CsoZW75tnAkXqK-f_Fz1lh8-oFzdqqvTYnOwfREOyRT2nMLm7xNt_ew1vif-fIQG1bFUGlZDbStUa7Ys_Ftlk4H_jW_PsCIo5srJS8NLeENd4As-8Im8r0vykrN7qTV79pyV86zdmjle4FeKQyfUd7rYxRNAIsQ-FOYhQYnhGvUg7HPFo2e7gG-ohhm3QA0_X0_hZJne1s9fsrlOKqlgLKck2NdeG3wU4NC7A4Pk1bLZCGWOrygw8Lw.jpg" width="1200" height="630" loading="eager" /> <div class="link_preview_title">旅遊卡路哩 (@CardAndMiles) on X</div> <div class="link_preview_description">【美股筆記-2026-11-03-第1則】蘋果財測毛利率下滑、<mark class="highlight">Palantir</mark> 營收翻倍，盤後都只動約 1%<br /><i class="emoji" style="background-image:url('//telegram.org/img/emoji/40/F09F9484.png')"><b>🔄</b></i>昨天問誰會嚇到人？答案：都沒有<i class="emoji" style="background-image:url('//telegram.org/img/emoji/40/F09F9885.png')"><b>😅</b></i><br />蘋果上季營收1,145億美元、年增12%優於預期，但財測毛利率（賣100元留多少）降到45–46%，主因記憶體漲價，盤後跌約1%。<br />Palantir營收年增96%還上調財測，盤後只動約1%，遠小於選擇權押的±12%。<br />考高分沒掌聲，因為大家早…</div> </a>