Notes
$AAPL Q4 RESULTS & OUTLOOK
Results:
• Revenue: $102.47B vs. $102.24B est.
• EPS: $1.85 vs. $1.77 est.
• iPhone: $49.03B | iPad: $6.95B | Mac: $8.73B
• Services: $28.75B | Wearables: $9.01B
• Greater China: $14.49B vs. $16.24B est.
Outlook (Q1):
• Revenue growth: 10–12% YoY (vs. 6.6% est.)
• iPhone sales: double-digit growth (vs. 9.8% est.)
• Ongoing supply constraints on some iPhone 16/17 models
Notes:
• China Q4 weakness tied to iPhone Air launch delay
• Dividend: $0.26/share
• CEO Cook expects holiday iPhone sales to top forecasts
$COIN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:30 PM ET
• Estimates: EPS $1.11 ($0.77–$1.54)
• Revenue: $1.80B
• FY EPS: $8.10
• FY Revenue: $7.37B
• Trends: 30-day EPS revisions +0.1% (5 up, 8 down)
• Market: Short interest 5.07%, implied move ±6.8%
• Consensus: Buy | Price Target: $391
$AAPL Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.77 ($1.59–$1.83)
• Revenue: $102.24B
• FY EPS: $7.38 | FY Revenue: $414.82B
• Trends: 30-day EPS revisions +2.1% (11 up, 0 down)
• Market: Short interest 0.74%, implied move ±3.0%
• Consensus: Buy | Price Target: $257
$AMZN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.57 ($1.18–$1.97)
• Revenue: $177.75B
• FY EPS: $6.72 | FY Revenue: $709.17B
• Trends: 30-day EPS revisions +3.1% (8 up, 2 down)
• Market: Short interest 0.7%, implied move ±6.0%
• Consensus: Buy | Price Target: $267
$MSTR Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $8.15 (range –$0.11 to $31.90)
• Revenue: $118.43M
• FY EPS: $41.59 | FY Revenue: $460.37M
• Market: Short interest 8.84%, implied move ±5.3%
• Consensus: Buy | Price Target: $541
$AAPL - JEFFERIES: IPHONE DEMAND PICKING UP IN CHINA
Jefferies analyst Edison Lee says iPhone demand in China is recovering, with lead times for iPhone 17 and 17 Air nearly zero. Early shipment data shows 19% year-over-year unit growth, challenging previous negative outlooks.
However, aggressive pricing and lower resale premiums may pressure margins in 2026 despite strong volume growth.
$AAPL - UBS: IPHONE PROMOTIONS BOOST DEMAND, BUT APPLE VALUATION HIGH
UBS analyst David Vogt kept a Neutral rating and $220 price target on Apple. He noted iPhone demand rose due to promotions in China, India, and the U.S., but older models sold less, and average selling prices didn’t increase. With shares now ~32x FY26 EPS, he sees limited upside, especially given Apple’s modest on-device AI.
DeGate 推出的简化版链上投资工具区间宝,为不想折腾钱包浏览器、加流动性的小白设计,适合想稳定收益的铁子。
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如果没钱包,官网也能一键创建,钱包里充值至少 10-50 USDC(最低门槛超低,0.01 USD 起步)或用 DeGate DEX 直接买,非常不错的链上投资工具,值得体验一下:https://t.co/UyYBy46c9y
Earnings season is heating up, bringing fresh chances to make moves.
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This week, my eyes are on Nvidia (NVDA). Their upcoming earnings report is a big deal for the AI and semiconductor industries.
Most analysts are optimistic, pricing targets above $650. If the results impress, we could see a strong move upward.
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$AAPL - IPHONE AIR DEMAND DISAPPOINTS, SUPPLIERS CUT PRODUCTION: MING-CHI KUO
Weak demand for the iPhone Air has prompted suppliers to slash shipments and capacity by over 80% by early 2026, with some parts ending production by late 2025. The move signals that Pro and standard iPhones already meet high-end demand, leaving little room for new variants — much like the failed mini, Plus, and now Air models
$AAPL - ANALYST: APPLE INC. STOCK LOOKS EXPENSIVE
KeyBanc Capital Markets analyst Brandon Nispel kept a Sector Weight rating on Apple, saying its valuation looks stretched despite strong September data.
Spending rose 17% month over month but fell 15% year over year, showing slowing momentum. Nispel called it “the most bearish” data vs. carrier and survey trends.
KeyBanc still expects Apple to beat iPhone targets in Q4 and guide in line, with FY26 growth driven by higher ASPs. The firm raised FY25–26 revenue estimates by up to 2.2% but kept a neutral view, citing lofty expectations and limited upside.
$AAPL - GOLDMAN SACHS EXPECTS IPHONE-DRIVEN Q4 BEAT FOR APPLE
Goldman Sachs expects Apple to surpass Q4 earnings and revenue estimates, driven by strong iPhone 17 sales and steady Mac demand from the PC refresh cycle. Analyst Michael Ng anticipates continued iPhone strength into fiscal 2026, supported by U.S. carrier competition and the upcoming iPhone 18 foldable. Goldman maintains a Buy rating and a $279 price target ahead of earnings.
朋友在群里感叹:又到财报季,感觉市场要炸了。我笑着回他一句:是啊,这波又是猎手的季节。最近我一直在用 @Bitget_zh 玩美股合约,越用越有感觉——这玩意儿,简直就是传统券商的进阶版。
先说说为什么。财报季的行情节奏快、波动大,你如果还在等美股开盘、盘后慢慢看,那机会早被别人抢完了。而在 Bitget,24×5 全天候交易,财报刚出来,你就能直接进场。再加上最高 25x 杠杆、手续费低至 0.06%,对短线交易者来说,效率简直拉满。更关键的是,不用折腾税务问题,最起码是真省心。
现在 #Bitget 还推出了一个大活动【股票合约冲刺赛 · 第二期】
总奖池高达 $400,000 等额 $TSLA 币股,交易热门股票合约(TSLA、NVDA、AAPL、MSTR、GOOGL、CRCL)就能参与,单人最高还能独享 $10,000 TSLA
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以苹果为例,10月下旬将公布新一季财报。
过去一个季度 $AAPL 的股价整体稳中有升,尤其是在新品发布会后,市场对其 AI 手机、Vision Pro 生态以及服务收入的增长都抱有很高预期。分析师普遍看好苹果在高端消费和AI融合领域的持续发力。
波动的契机,往往就在财报那一刻。
我的策略是:在 @Bitget_zh 上提前布局 AAPL 合约,灵活控制杠杆,趁市场反应前先卡好位。
相比传统券商的慢节奏,这种实时、全天候的交易体验,才是属于加密时代的美股快车道。

Bitget 股票合约冲刺赛第二期火热进行中。
这奖池很给力,总计高达40万美元等额的 $TSLA 币股等你来瓜分,而且单人最高可独享 $10,000 $TSLA 奖励。
大家可以通过每日积分和榜单争霸来赢取奖励,支持 $TSLA 、 $NVDA 、 $GOOG 、 $MSFT 、 $AAPL 等热门股票合约交易。
对于喜欢交易热门股票合约的小伙伴来说,这绝对是个不能错过的好机会。
感兴趣的可以去 Bitget 官网看看具体规则。
活动链接:https://t.co/QQiW1ps9vD




























