I agree with several posters who have argued that Julia's PCS were inflated (and have been increasingly so as the season has progressed, without any visible improvements), particularly in comparison to such skaters as Carolina and Mao, who, in my opinion, are simply in another league. That said, I commend her for doing a clean skate under such immense pressure, and feel that either she or Carolina would have been justified in placing first today (based on TES and PCS advantages, respectively). She is definitely a fierce competitor!
Besides the issues with her jumps (which I will not rehash here; others have provided a detailed analysis), my two main concerns with Julia are:
1) She does not complete her movements. I found this particularly problematic today when she was doing many of her flexibility moves - She would barely get her leg in the position before it flailed down. Certainly, her flexibility is the most impressive of the field, but I don't see evidence that she has the strength to support her flexibility. Both aspects are needed to really make the moves complete (and more impressive). To draw a parallel in the dance world, lots of people can kick their foot above their head; however, very few have the strength to hold it up there. It is the latter that is more impressive and unique, indicative of a stronger overall dancer.
2) While I give kudos to her choreographers this year, who have developed programs that hide her lack of expression, musicality, audience connection, and artistry (as another poster has mentioned, after 'the look' at the start of her FS, it is all business), I fear that she will become a bit of a one-trick pony, artistically. She handles solemn, introspective programs well, which I believe relates to her personality, based on interviews I have seen. However, I don't see her being able to handle a wide range of program 'types' (e.g., a strong, passionate tango; a fun, upbeat song; a sassy, flirty piece), which I believe will be her downfall in the future.
There is no way Julia is on par with Caro or Mao. I tend to think she has the capability to overcome her deficiencies here, if she chooses to and I hope she does, but she's not there yet. I think when you watch her in warm-ups she has beautiful flow and control when just skating around. If you take into account her rigid attention to detail she very well may get to it sooner than later, her SS are just not a focus and almost non-existence in her programs as of yet. Her FS has a good SSeq which I've always kind of felt is an element that is like a gateway drug into improving ones overall SS. She deserved to win in that I think her and Caro where basically elual with the nod today going to Julia. 
