股价表现 - 过去一周股价微跌0.1% 但10月30日盘后因财报利好上涨约6.7% [1] - 过去一个月股价上涨约4.7% 年初至今上涨约10% 过去一年大幅上涨约21.1% [1] 第四季度财报与iPhone 17表现 - 公司第四财季业绩超出市场预期 营收和iPhone销售额均创下第四季度纪录 [3] - 服务业务收入创纪录达到288亿美元 [3] - 公司预计12月季度营收将创公司历史最佳 同时也是iPhone历史最佳 暗示iPhone 17销售强劲 [4] - iPhone 17系列在美国和中国上市后前十天的销量比iPhone 16系列高出14% 其中基础版和Pro Max版需求最旺盛 [5] - 尽管iPhone 17发布初期被市场认为仅有适度改进而非革命性功能 但实际表现超出批评者预期 [4] 人工智能进展 - 首席执行官将AI视为App Store的新机遇 并认为其AI功能套件正推动更多用户升级iPhone [6] - 部分AI功能已被推迟 个性化AI助手Siri预计于2026年推出 投资者期待更明确的AI路线图 [7] 中国市场挑战与竞争 - 第四财季大中华区销售额下降3.6%至144.9亿美元 占总营收约14.1% [8] - 面临中国本土品牌的激烈竞争 小米于9月下旬推出旗舰机型直接挑战公司在高端市场的地位 [9] - 公司在2025年上半年占据全球高端智能手机市场约62%的份额 但小米在高端市场的销售额同期激增55% 而公司仅增长3% [10] - 公司在新兴市场份额有所增长 但在中国市场输给了华为和小米 [10] 估值水平 - 公司股票远期市盈率为33.84倍 高于Meta的25.31倍 微软的32.31倍和Alphabet的26.68倍 [12] - 公司市盈率也远高于小米24.10倍的远期市盈率 [12] 相关ETF产品 - 富达MSCI信息技术指数ETF对公司的持仓权重为22.5% [14] - iShares美国科技ETF对公司的持仓权重为13.8% [14] - 先锋信息技术ETF对公司的持仓权重为12.7% [14] - 科技精选行业SPDR基金对公司的持仓权重为12.4% [14] - iShares美国Top 20股票ETF对公司的持仓权重为7.7% [14]

Flash | 02 Nov 2025 15:05:59 ET │ 10 pages China Hardware Read-across from Apple Sep-Q'25 Earnings Call and Apple Build Plan Update CITI'S TAKE Apple (covered by Atif Malik) reported a strong Sep quarter with revenue/NP up 8%/86% YoY and Dec-Q guidance (10-12% YoY revenue) also a beat. Service, Macs, iPads, Wearables were above, while iPhone was behind, likely on supply constraints. Greater-China revenue declined 4% YoY in Sep-Q (vs. +4% in Jun-Q), while Americas sales were up 6% YoY (vs. +9% in Jun-Q). App ...

Apple is a consumer electronics company founded in 1976 and based in Cupertino, California. It specializes in smartphones, PCs, tablets, and wearables. The company also offers music and TV streaming services, accessories, cloud storage, digital money services, and a mobile browser. In fiscal year 2024, Apple generated $391 billion in annual revenue. This figure translates to over $1 billion in sales daily. Apple’s profit was $94 billion.  [1]Image Source: Bullfincher.ioApple is the world’s most valuable bra ...

据彭博社等媒体报道，北京时间10月31日，苹果公司发布了截至9月27日的2025财年第四季度及全年财报。 财报显示，苹果第四财季总营收为1024.66亿美元，创同期历史纪录，较上年同期的949.30亿美元增长8%；净利润达274.66亿美元，较上年同期的147.36亿美 元大幅增长86%；每股摊薄收益为1.85美元，较上年同期的0.97美元增长91%。苹果公司预计，在截至12月的财季，全球总营收将增长10%至12%。 不过，与整体亮眼表现形成对比的是，苹果第四财季大中华区营收为144.93亿美元，较上年同期的150.33亿美元下降3.6%，成为全球各区域中唯一营收下滑 的市场，美洲、欧洲、日本及亚太其他地区均现增长。这意味着，在过去两年中，苹果在中国这一关键市场仅有一个季度实现了同比增长。在上个财季，苹 果曾凭借降价措施，扭转了大中华区营收连续7个季度下滑的颓势。 因此，在同时举行的电话会议上，有关中国市场营收的问题成为了华尔街分析师们的关注焦点。面对频繁追问，苹果首席执行官库克表示，"这次业绩基本 是由供应限制所致。我们对目前看到的情况感到非常振奋。"库克辩称，本季度多款 iPhone 机型供应受限，包括i ...

财务业绩 - 第四财季总营收为1024.66亿美元，创纪录，较上年同期的949.30亿美元增长8% [2] - 第四财季净利润为274.66亿美元，较上年同期的147.36亿美元增长86% [2] - 第四财季大中华区收入为144.93亿美元，较上年同期的150.33亿美元下降3.6%，远不及分析师预计的164亿美元 [2] - 公司预计2026财年第一季度整体营收将同比增长10%至12%，创下史上最高第一财季营收 [2] 产品与需求 - 公司CEO称，由于iPhone 17需求强劲，2026财年第一季度iPhone收入将实现两位数百分比增长 [2] - 在第四财季，公司一度难以满足多款iPhone 17机型以及部分旧款iPhone 16机型的市场需求 [2] - 大中华区收入下滑的主要原因是iPhone Air在华上市推迟，预计第一财季将恢复增长 [2] 人工智能战略 - 公司CEO表示，更加个性化Siri的开发进展良好，仍计划在明年某个时间推出 [2] - 公司计划与更多AI公司达成合作，类似于在Apple Intelligence中整合ChatGPT [2] - 公司对AI领域的并购交易持开放态度 [4] 成本与股价 - 第四财季，公司产生了11亿美元的关税相关成本，2026财年第一季度关税成本预计为14亿美元 [3] - 截至发稿，公司股价盘后上涨2.73% [5]

周四（10月30日）美股收盘后，苹果发布了2025财年第四财季（截至2025日历年9月27日）的财务业绩。 业绩数据显示，苹果在该季度的营收达到1024.66亿美元，同比增长8%；稀释后每股收益为1.85美元，同比增长13%，分别强于市场预期 的1022.4亿美元和1.77美元。 在分项数据中： iPhone销售额为490.25亿美元，同比增长6.1%，但仍不及市场预期的501.9亿美元； Mac销售额为87.26亿美元，同比增长12.7%，高于市场预期的85.9亿美元； iPad销售额为69.52亿美元，去年同期为69.5亿美元，略低于市场预期的69.8亿美元； 可穿戴、家用及配件产品销售额为90.13亿美元，去年同期为90.42亿美元，市场预期为84.9亿美元； 服务业务营收为287.50亿美元，同比增长15%，市场预期为281.7亿美元。 | | Three Months Ended | | | | | --- | --- | --- | --- | --- | | | September 27, | | | September 28, | | | 2025 | | | 2024 | | Net sal ...

CONCLUDED Apple Earnings: Stock Rises After Solid Report—and Despite Some Misses Last Updated: Subscribe to Barron's Tools Customer Service 1 hour ago Apple Says Supply Chain Issues Contributed to iPhone Sales Miss By Adam Levine Apple's iPhone fourth-quarter sales fell short of Wall Street analyst expectations, but the company said part of that miss stemmed from supply chain issues for some models of iPhone 16 and iPhone 17. During the company's earnings call, Apple said it had underestimated demand in the ...

Welcome back to Market on Close. I'm Sam Bis on the floor of the New York Stock Exchange alongside Marley Kaden in our Chicago headquarters. Let's talk more about this report out from Apple with our next guest.That is Matt Mey who's the chief market strategist at Miller Tabac. Thank you so much for your time, Matt. Really nice to see you.What do you think of the quarter for Apple. >> Well Sam, you know the uh you know it seemed like a pretty good pretty good quarter. I mean the thing that I that talking to ...

Overall, there's not a lot to pick at in terms of the quarter guy, but when Tim Cook is smiling talking about the results, I know that it irks you to go to you and ask. >> I'm smoking ear to ear, baby. Smiling ear to ear.>> If you wanted to to say, "Hey, but wait." >> I'll give you a few. Hey, but waits. >> Now, people will say the numbers are astronomical.We'd never dismiss the numbers. They are $102 billion, record quarter in revenue. Absolutely.If you look at their services now, 27% of overall revenue, t ...

Apple (AAPL) announced fourth quarter earnings on Thursday that beat on the top and bottom lines but fell just short of analysts' expectations on iPhone sales and revenue out of China. CEO Tim Cook offered an upbeat forecast on the the company's earnings call, saying its new iPhone 17 is facing supply constraints due to high demand and that revenue in China is set to return to growth in Q1. "We expect the December quarter's revenue to be the best ever for the company and the best ever for iPhone," Cook s ...