🔍 The Low-Risk, High-Reward Hunt: Share Your Smartest Bet!
Another week, another lesson. 📖
Amid all the chaos, what trade taught you the most?
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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
📊 Friday — Earnings Focus
Interpret key corporate earnings reports to grasp performance-driven investment opportunities.
📌【Today’s Question】
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更重要的是，供应瓶颈在于A系列和M系列芯片的先进SoC制造能力，而不是内存。由于严重依赖台积电的前沿节点，苹果的硅战略再次被证明是一种长期竞争优势，而不是结构性风险。
尽管零部件成本上升，但苹果预计毛利率将改善至48-49%，凸显其定价能力和成本控制。结合其长期的美国芯片投资计划，这巩固了苹果作为人工智能时代有弹性的高质量复合商的地位。
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