凤凰网科技讯 北京时间1月30日，苹果公司今天发布了2026财年第一季度财报。随后，苹果CEO蒂姆·库 克(Tim Cook)、CFO凯万·帕雷克(Kevan Parekh)出席了电话会议，回答分析师的提问。 以下是苹果第一财季财报和电话会议要点汇总： ——苹果预计，第二财季营收将同比增长13%至16%，毛利率介于48%至49%。 ——库克表示，应将与谷歌的合作视为一次"协作"，苹果将继续独立推进"部分自主研发工作"。他指 出，此次与谷歌合作的重点在于提升Siri。 ——库克称，设备端AI和云端AI都很重要，苹果并不把它看作非此即彼的选择。 ——库克表示，苹果自研芯片对公司而言是一次极具影响力的变革，iPhone、iPad以及Mac都受益良 多。他认为，这是一项重要的竞争优势。苹果CFO帕雷克表示，自研芯片不仅节约了成本，同时也具有 战略价值。 ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%，创历史纪录；净利润为420.97亿 美元，较上年同期的363.30亿美元增长16%。 ——中国区第一财季收入为255.26亿美元，较上年同期的185.13亿美元增长38%； ——苹果活跃设备 ...

苹果公司(Apple)(NASDAQ: AAPL )周四轻松超越了2026财年第一季度的利润和收入预期，这家科技巨头实现了四年多来最佳的季度iPhone 销售业绩。 财报显示，iPhone 17系列的销售比华尔街预期更火爆，帮助苹果创造了最高收入纪录。 美东时间29日周四，苹果交出创造历史的成绩单：在截至12月27日的公司第一财季（"四季度"），营收同比增长16%，iPhone销售收入同比 增23%，分别较分析师预期高将近4%和9%，均超过公司的增幅指引10%-12%；EPS盈利也创纪录，较分析师预期高逾6%，服务业务收入 三年来持续创单季新高。 在全球头号智能手机市场中国，苹果的销售大反弹。大中华区的收入由三季度同比下滑转为劲增将近40%，较分析师预期收入高将近20%。 苹果CEO库克称， 四季度公司取得了"非凡的创纪录季度业绩"，当季营收远超公司自身预期，"在空前强劲的需求推动下，iPhone取得了有史以来最好的季度业绩，在 所有地区市场都创历史新高；服务业务也实现了创纪录的营收，比去年同期增长14%"。 库克还提到，苹果的活跃设备安装量已超过25亿台，"充分证明了客户对我们提供的全球最佳产品和服务的极高 ...

We basically determined that Google's AI technology would provide the most capable foundation for Apple foundation models and we believe that we can unlock a lot of experiences and and innovate in a key way uh due to the collaboration. We'll continue to run on the device and run in private cloud compute and maintain our our industry-leading privacy standards in doing so. In terms of the arrangement with Google, we're not releasing the the details of. ...

And it is a blowout quarter here for Apple. Let me give you the numbers as we see the stock popping up a little bit. Uh EPS was a beat at $2.84%.Street wanted to see $2.67%. Revenues up 16%. Topline revenue 143.76% billion.Street wanted to see 138.48% billion. iPhone revenues as you just were talking about up 23% to 85.27% billion. Street was expecting just 78.65% 65 billion services revenue pretty much in line here uh 30.01% billion compared to the 30.07% 07 billion expected.That is up 14%. And by the way, ...

2026.01.30 本文字数：2057，阅读时长大约3分钟 作者 |第一财经 胡弋杰 当地时间1月29日，美股主要股指涨跌互现。微软在公布季度财报后大幅下挫，拖累纳指和标普500指数 走低，与此同时，中东地缘政治紧张局势升温，推动国际油价跳涨。避险需求也一度推动金价盘中短暂 冲高至每盎司5500美元上方，但随后交易员集中获利了结，价格迅速回落。 截至当天收盘，道琼斯工业平均指数上涨55.96点，报49071.56点；标普500指数下跌9.02点，报6969.01 点；纳斯达克综合指数下跌172.33点，报23685.12点。 苹果当季综合毛利率升至48.2%，较上年同期提高1.3个百分点；研发支出108.87亿美元，同比增长 31.7%。经营活动产生的现金流为539.25亿美元，同比大增79.9%。公司当季用于股票回购的资金为 247.01亿美元，并支付39.21亿美元股息，合计向股东返还近320亿美元。董事会同时宣布派发每股0.26 美元现金股息，股息支付日为2026年2月12日。 截至2025年12月27日，苹果持有的现金及现金等价物为453.17亿美元，较上一财季增长26.1%；总负债 为2911.0 ...

分组1 - Apple reported quarterly earnings of $2.84 per share, exceeding the Zacks Consensus Estimate of $2.65 per share, and showing an increase from $2.4 per share a year ago, resulting in an earnings surprise of +7.00% [1] - The company achieved revenues of $143.76 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.32%, compared to $124.3 billion in the same quarter last year [2] - Apple has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 5.7% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.79 on revenues of $102.89 billion, and for the current fiscal year, it is $8.17 on revenues of $452.26 billion [7] - The Computer - Micro Computers industry, to which Apple belongs, is currently ranked in the bottom 14% of over 250 Zacks industries, which may impact stock performance [8]

WE WERE LISTENING TO GAVIN NEWSOM, THE TWO-TERM GOVERNOR OF THE STATE OF CALIFORNIA, THE MOST POPULOUS STATE, THE LARGEST ECONOMY, $4 TRILLION ECONOMY, WIDELY PRESUMED TO BE A CANDIDATE FOR PRESIDENT IN THE 2028 ELECTION. THAT IS YOUR POLITICAL COVERAGE FOR THE TIME BEING. WILL GET BACK TO THE MARKET COVERAGE.ROMAINE BOSTICK ALONGSIDE KATIE GREIFELD, WITH A CHECK ON THE MARKETS. WE CAME INTO THIS YEAR, A LOT OF BULLISHNESS IN THE MARKET. THE LAST FEW DAYS WE'VE SEEN A BIT MORE CAUTION, SOME OF IT TIED TO TH ...

Group 1: Market Overview - The market has shown increased caution recently, with the S&P 500 down 0.5% and the NASDAQ 100 down even more, largely due to Microsoft experiencing its worst day since 2020, down 12% [2][3][7] - Bitcoin is undergoing a significant decline, down 6% [3] - There has been a notable shift in investor sentiment, with retail investors becoming more cautious, reflected in a decline in call buying activity and an increase in call selling [6][10][11] Group 2: Retail Investor Behavior - Retail investors are showing a more sophisticated trading behavior, moving away from purely directional bets to more complex strategies [10] - There is a significant increase in call selling and a pullback in bullish sentiment among retail investors, indicating a cautious outlook [11][12] - Retail interest is shifting towards small-cap stocks, which have underperformed in recent years, with a notable increase in call buying activity from this segment [14][15] Group 3: Private Markets Investment - BlackRock and Partners Group are launching a first-of-its-kind private markets investment account, allowing clients to invest in a mix of private equity, private credit, and real estate funds through a single account [18][20] - The new account aims to simplify access to private markets for financial advisors and clients, addressing the friction often associated with building a diversified portfolio [21][25] - The initiative reflects a growing interest from advisors in private markets, with over 50% of surveyed advisors currently utilizing these investment options [23][24] Group 4: Commodities and Metals - The copper market is experiencing a significant shortfall, with estimates of a shortage ranging from 300,000 to 800,000 tons, driven by high demand and supply interruptions [34][35] - There is a strong demand for base metals like copper and aluminum, with implications for mining companies as prices rise [40][41] - The interplay between base metals and precious metals is complex, with potential substitution effects as prices fluctuate [36][39] Group 5: AI and Technology Investments - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, highlighting the substantial financial interest in AI technologies [60][61] - The valuation of OpenAI is projected to reach $830 billion, indicating a significant market presence and potential for future growth [62] - The AI narrative is evolving, with a shift from a collective rise in tech stocks to a more selective approach where winners and losers are being identified based on performance [81][82]

业绩报告披露后，CEO库克和CFO正参与分析师电话会议。 苹果股价美股盘后出现两波冲高回落行情，目前涨超0.9%。 ...

2026.01. 30 作者 | 第一财经 胡弋杰 当地时间1月29日，美股主要股指涨跌互现。微软在公布季度财报后大幅下挫，拖累纳指和标普500 指数走低，与此同时，中东地缘政治紧张局势升温，推动国际油价跳涨。避险需求也一度推动金价盘 中短暂冲高至每盎司5500美元上方，但随后交易员集中获利了结，价格迅速回落。 截至当天收盘，道琼斯工业平均指数上涨55.96点，报49071.56点；标普500指数下跌9.02点，报 6969.01点；纳斯达克综合指数下跌172.33点，报23685.12点。 隔夜，微软重挫10%，创下自2020年3月以来最大单日跌幅，市值单日蒸发约3570亿美元。市场对其 上一季度创纪录的人工智能资本支出感到不安，担忧高强度投入可能侵蚀软件业务的盈利能力，这一 情绪也蔓延至其他科技股。 这一下跌盖过了Meta公布强劲季度业绩后的大涨表现。Meta股价当日上涨10.4%。特斯拉在公布财 报后下跌3.5%。 其他大型科技股走势分化。英伟达上涨0.52%，苹果上涨0.72%；谷歌A类股与C类股分别上涨0.67% 和0.71%。亚马逊下跌0.53%，超威半导体下滑0.22%，博通下跌0.75%。 | ...