Core Viewpoint - Despite criticisms regarding innovation and AI performance, the company reported a strong financial performance for Q1 of FY2026, achieving record revenue and profit margins [1][2]. Financial Performance - The company generated revenue of $143.76 billion, a 16% year-over-year increase, marking a historical high [1]. - Gross profit margin reached 48.2%, with net profit of $42.10 billion, also reflecting a 16% year-over-year growth [1]. - Earnings per share were $2.84, exceeding Wall Street expectations [1]. Key Revenue Drivers - iPhone sales were pivotal, contributing $85.27 billion in revenue, a 23% increase year-over-year [2]. - Revenue from the Greater China region was $25.53 billion, up 38% year-over-year, significantly outpacing overall company growth [2]. - The CEO noted that the growth in China was driven by strong consumer resonance with the new iPhone generation [2]. AI Developments - The company has invested nearly $2 billion to acquire Israeli AI startup Q.ai, marking one of its largest acquisitions [5]. - Q.ai focuses on audio technology, which aligns with the company's previous audio-related acquisitions [5]. - The company is collaborating with Google to enhance its AI capabilities, particularly for Siri, with an annual payment of approximately $1 billion to Google for technology support [7]. Future Product Expectations - The company plans to unveil an AI chatbot, codenamed "Campos," at the upcoming WWDC, with a launch expected in September [8]. - The next major product anticipated is a foldable iPhone, expected to launch in the second half of 2026 [11]. Leadership Transition - CEO Tim Cook has indicated a desire to reduce his workload, leading to speculation about his retirement and potential succession plans [14][16]. - John Ternus, a senior executive, is emerging as a potential successor, having taken on expanded responsibilities within the company [14][15]. - The company is at a crossroads regarding leadership, with a pressing need for technological innovation in the AI era [16][17].

以下文章来源于e公司 ，作者证券时报 严翠 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 2026年以来，存储产品延续暴涨行情，三星电子、SK海力士近期将一季度NAND闪存的供应合约价格上调超过100%，DRAM（内存）同样面 临供应紧张，价格持续攀升。 目前，三星电子已着手与客户就第二季度的NAND价格进行新一轮谈判，市场普遍预计价格上涨的势头将在第二季度延续。多家机构分析认为，AI 浪潮驱动的"存储芯片超级周期"正全面到来。花旗预计，2026年DRAM与闪存产品的平均售价或将分别上涨88%、74%，涨幅高于该行此前预测的 53%、44%。 证券时报记者多方采访获悉，此轮存储超级涨价周期"冲击波"的溢出效应已显现，消费电子终端厂商面对成本上涨和缺料问题，试图通过产品价格 调整、内部降本增效等方式化解压力，预计存储涨价周期将在一定时间内影响手机企业的库存、出货节奏乃至竞争格局。 数据来源：申港证券研究所 存储产品持续 ...

苹果公司2026财年第一财季业绩全面超出预期，iPhone销售强劲和利润率创纪录推动股价盘后上涨约2%。华尔街投行普遍看好苹果设备安装基数 突破25亿所带来的服务收入增长潜力，以及可折叠iPhone等新产品对升级周期的刺激作用。 苹果1月29日公布的季度营收达到1438亿美元，同比增长16%，超出公司此前10-12%的增长指引，也高于市场预期的1384亿美元。每股收益2.84美 元，超过市场预期的2.67美元。iPhone营收853亿美元，同比增长23%，远超市场预期的782亿美元。 据追风交易台消息，高盛在财报发布后维持买入评级，目标价320美元。据高盛分析师Michael Ng团队报告，公司毛利率达到48.2%的历史新高， 产品和服务业务毛利率均创纪录。花旗维持买入评级，目标价315美元，分析师Atif Malik团队指出，活跃设备安装基数超过25亿为未来增长提供 支撑。 业绩超预期提振了市场对苹果AI战略和产品周期的信心。投资者将重点关注苹果如何应对关税带来的成本压力，以及春季推出的个性化AI Siri和 与谷歌Gemini的合作进展。 iPhone表现强劲，中国市场增长亮眼 高盛报告显示，苹果iPho ...

Core Viewpoint - Apple Inc. is prioritizing the production and shipment of three high-end iPhone models for 2026 while delaying the launch of its standard model due to marketing strategy adjustments and supply chain constraints [1] Group 1: Production and Launch Strategy - Apple will focus resources on launching its first foldable iPhone and two upgraded non-foldable flagship models in the second half of the year [1] - The standard iPhone 18 is now planned for a delayed release in the first half of 2027 [1] Group 2: Cost and Risk Management - The adjustment aims to optimize resource allocation to maximize revenue and profit through high-end devices amid rising memory chip and material costs [1] - The complexity of production for the first foldable device poses additional risks, prompting a focus on high-end models [1] Group 3: Market Performance - Apple's recent quarterly earnings report exceeded Wall Street expectations, driven by strong iPhone demand and a significant recovery in the Chinese market [1] - CEO Tim Cook noted that the market demand for the latest phone models is "incredible" [1]

Core Insights - Apple Inc. reported a 38% year-over-year increase in revenue from Greater China for Q1 of fiscal 2026, driven by record iPhone sales and strong customer engagement [1] - The December quarter was noted as the best iPhone quarter in history in Greater China, with significant consumer enthusiasm for the iPhone 17 lineup [2] - Apple achieved fiscal Q1 revenue of $143.76 billion, exceeding Wall Street expectations of $138.42 billion, with earnings per share at $2.84, surpassing the forecast of $2.66 [6][7] Group 1: iPhone Performance - The iPhone revenue reached $85.27 billion for the quarter, a substantial increase from $69.14 billion in the same period last year [7] - There was a record level of customers upgrading their devices and strong double-digit growth in users switching from competing platforms [3] Group 2: Other Product Performance - Demand for Macs and iPads also showed healthy trends, with most Mac and Apple Watch buyers being new to those product categories [4] - The MacBook Air was the top-selling laptop model in China in December, while the Mac mini led desktop sales [4] - The iPad was identified as the top tablet model in urban China [5] Group 3: Market Sentiment - Tim Cook expressed a positive outlook on Apple's performance in China, stating it was a "great quarter" [6] - Apple shares closed at $258.28, reflecting a 0.72% increase, and continued to rise in after-hours trading to $259.68 [7]

记者丨倪雨晴 如果按财报周期90天计算，近421亿美元净利润意味着日均盈利约4.6亿美元，约人民币32亿元。 按自然年看，这个财季时间段属于2025年第四季度，也是消费电子旺季。苹果业绩更加亮眼，iPhone需 求强劲、中国市场销售大幅增长，多个指标再次创下历史新高。 具体来看，支柱产品iPhone本季度收入达到852.7亿美元，同比增长23%，占苹果总营收比重达59.3%。 iPhone收入，不仅大超分析师预期，还创下苹果历史上最大的季度规模。库克在财报会上表示，iPhone 17系列的升级，推动了大量旧机型用户换机，也缓解了市场此前对硬件销售触顶的担忧。 值得注意的是，在销售压力颇大的中国市场，出现了反弹，本季度营收同比增长38%，达到255.3亿美 元。中国市场的销量刷新纪录，这也成为iPhone等产品营收增长的重要支撑之一。 再看其他产品线，Mac营收为83.9亿美元，略低于预期，同比下降 7%。 iPad销售额同比增长6％增至86亿美元，超过市场预期。 可穿戴设备、智能家居和配件业务营收则低于预期，为114.93 亿美元，同比下降 2%，苹果表示AirPods Pro 3在本季度受到供应限制。 服务 ...

Core Insights - Apple is accelerating its efforts in AI, recently completing a nearly $2 billion acquisition of Israeli AI startup Q.ai, marking its second-largest deal since acquiring Beats in 2014 [1][2][5] - Q.ai's technology focuses on analyzing facial micro-expressions and muscle movements to interpret "silent speech," allowing users to communicate intentions without vocalizing [2][8] - This technology is expected to be integrated into future Apple products like AirPods, iPhones, and rumored AI glasses, enhancing private and seamless human-computer interaction [3][5] Group 1: Acquisition Details - The acquisition of Q.ai is a strategic move for Apple to address its lag in generative AI compared to competitors like OpenAI and Google [6][7] - Q.ai's technology aims to solve current voice assistant limitations related to privacy and situational constraints, enabling discreet command input in various environments [8][9] - The founders of Q.ai have a notable background, with co-founder Aviad Maizels previously founding PrimeSense, which developed technology for Apple's Face ID [4] Group 2: Future Product Integration - Q.ai's technology aligns with Apple's future product roadmap, including the anticipated Apple Glasses, expected to launch by late 2026, which will utilize AI and camera integration for enhanced user interaction [16][20] - AirPods are evolving into more than just audio devices, with future versions expected to incorporate features like real-time translation and gesture control, complementing Q.ai's silent speech technology [19][20] - Apple is also rumored to be developing a wearable AI device, "Apple Pin," designed for continuous environmental awareness and interaction with Siri [21][22] Group 3: Industry Trends - The acquisition highlights a trend in AI competition shifting from pure model capabilities to an integrated experience of models, hardware, and interaction [23] - Major tech companies are expected to invest in new interactive hardware, with the focus on creating seamless and natural user experiences [23] - Apple's strategy aims to redefine how devices communicate with users, moving towards an ambient computing era where AI understands subtle user expressions [23][24]

记者丨倪雨晴 编辑丨张伟贤 1月30日，苹果发布2026财年第一季度（截至2025年12月27日）财报。期内，苹果实现营收 1437.56亿美元，同比增长16%；净利润420.97亿美元，同比增长15.9%。 不论营收还是利 润，均大幅超出市场预期。 可穿戴设备、智能家居和配件业务营收则低于预期，为114.93 亿美元，同比下降 2%，苹果表 示AirPods Pro 3在本季度受到供应限制。 服务业务营收来到了300.1亿美元，同比增长 14%，毛利率高达76.5%。 上述数据可以看到，苹果硬件产品线增减不一，但软件收入正在迅速成长，并且毛利率远高于 硬件。 整体来看，苹果核心产品需依然稳健，目前外界仍关注两大因素影响。 其一是AI体系能力，库克表示公司也正持续推进人工智能相关能力建设。此前苹果宣布和谷歌 合作，将谷歌AI大模型Gemini整合进苹果生态系统。后续如何与谷歌、OpenAI一起合作增强 产品AI力，成为看点。 如果按财报周期90天计算， 近421亿美元净利润意味着日均盈利约4.6亿美元，约人民币32亿 元。 值得注意的是，在销售压力颇大的中国市场，出现了反弹，本季度营收同比增长38%，达到 2 ...

With U.S. stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage hereApple Inc. (NASDAQ:AAPL) reported stronger-than-expected financial results for the first quarter of fiscal 2026 after the market closed on Thursday. Apple reported fiscal first-quarter revenue of $143.76 billion, beating analyst estimates of $138.42 billion. The iPhone maker reported earnings of $2.84 per share for the first quarter, beating ...

Despite beating estimates and issuing upbeat guidance, Apple Inc. (NASDAQ:AAPL) shares barely moved as investors look for clearer evidence that artificial intelligence will meaningfully drive future growth, according to Deepwater Asset Management's Gene Munster.Apple Delivers Strong Quarter — On PaperApple reported fiscal first-quarter revenue of $143.76 billion, topping Wall Street expectations of $138.42 billion, while earnings came in at $2.84 per share, ahead of estimates of $2.66, according to Benzinga ...