苹果财报与亚马逊财报深度解读

2026-08-10 · stratechery.com

苹果的盈利（及股价）受芯片短缺而非内存限制影响；亚马逊财报及安迪·贾西的市场分析带来更多信息。

Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.

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