一、为什么 iPhone17 能卖成这样？答案不止是"降价"。 别只盯着高刷屏、降价、Pro 新配色这些表面卖点。 真正推动销量爆发的，是过去几年社交媒体情绪的变化。 2019–2021：国潮情绪高涨，苹果被"道德绑架"。 那几年大家都在喊"支持国产"，换机时会犹豫： "是不是该买国产？" "苹果是不是太贵了？" 2022–2023：职场焦虑上升，iPhone变成"刚需"。 很多年轻人发现： 视频会议更稳定。 文件传输更顺畅。 电池更耐用。 App 生态更稳。 2024–2025：国潮退烧，消费回归理性。 大家突然意识到： "我买手机不是做情绪选择，是做效率选择。" 于是 iPhone17 一降价，需求瞬间爆发。 二、为什么中国市场能撑起苹果？因为"用苹果的人越来越多"。 这不是一句空话，是有场景支撑的。 1.高校：iPhone + Mac 占比越来越高。 大学生换机时最常说的一句话是： "AirDrop 太方便了。" 课件互传、社团素材、拍照作业，全靠它。 2.互联网大厂：苹果设备几乎成"标配"。 程序员、设计师、产品经理等。 你会发现他们桌上十有八九是苹果设备。 不是为了"显摆"，而是因为： 稳定。 很多 ...

Core Insights - Apple reported fiscal first-quarter results that exceeded Wall Street expectations, driven by a sharp rebound in iPhone demand, with earnings of $2.84 per share surpassing the Zacks Consensus Estimate of $2.65 per share and the previous year's $2.40 per share [1] - Revenues increased by 16% year over year to $143.76 billion, beating the Zacks Consensus estimate by 4.32%, and gross margin reached 48.2%, exceeding consensus estimates of 47.5% [1] Segment Performance - iPhone revenue surged 23% year over year to $85.27 billion, reflecting strong demand for the iPhone 17 lineup [3] - iPad revenue rose 6% to $8.60 billion, surpassing forecasts due to strong demand from first-time buyers [3] - Mac revenue fell 7% annually to $8.39 billion, missing estimates despite the launch of updated MacBook Pro models [4] - Wearables, Home and Accessories segment revenue declined 2% year over year to $11.49 billion, below Wall Street estimates [4] - Services revenue grew 14% to $30.01 billion, roughly in line with expectations, driven by growth in subscriptions and advertising [4] Outlook - For the current quarter, Apple expects revenue growth of 13% to 16% year over year, implying sales between $107.8 billion and $110.66 billion, well above the Zacks Consensus Estimate of $102.89 billion [5] - Management cautioned that iPhone supply will remain constrained [5] Geographic Performance - Apple achieved standout results in Greater China, where revenue surged 38% to $25.53 billion, marking the best iPhone quarter in history for the region [6] - In India, Apple posted an all-time revenue record with strong double-digit growth, highlighting the country's significance as the second-largest smartphone market [6] Investment and AI Strategy - Apple announced a partnership with Google to integrate the Gemini AI model into Apple Intelligence, although its AI spending is lower than peers like Microsoft and Meta [7] - R&D spending rose sharply to $10.89 billion from $8.27 billion, reflecting increased investment in future technologies [9] Supply Chain and Cost Pressures - Apple acknowledged ongoing supply constraints, particularly in advanced chip manufacturing, and expects rising memory prices to have a greater impact in the current period [10] - Management is evaluating options to manage higher component costs amid an AI-driven global memory shortage [10] Market Position and Future Prospects - The long-term viability of Apple's premium pricing for the iPhone is under question if AI capabilities are adopted faster by competitors [11] - Growth potential in the Indian market remains significant, with rumors of a debut for Apple's first folding phone in 2026 [12]

本文源自：金融界AI电报 Wedbush以Dan Ives为首的分析师在一份报告中写道，苹果公司与谷歌Gemini模型合作带来的人工智能 溢价尚未反映在该公司股价中，并补充称，该溢价可能高达每股75至100美元。管理层将Gemini整合到 Siri的时间表比这些分析师预期的要长。不过，他们写道："宣布与Gemini合作是苹果公司的必要之举， 此举旨在让苹果公司能在其硬件生态系统内提供自己的个人助理，同时有望为其全球25亿的用户基数带 来新的订阅式收入流。" ...

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Key Takeaways AAPL's Q1 earnings and revenues beat estimates, with net sales up 15.7% to $143.77 billion. iPhone sales rose 23.3% Y/Y, fueling product revenue growth and beat consensus estimates.Greater China led regional growth with a 38% Y/Y sales surge, boosting Apple's overall top-line strength.Apple (AAPL) reported first-quarter fiscal 2026 GAAP earnings of $2.84 per share, which beat the Zacks Consensus Estimate by 7.17%.Net sales increased 15.7% year over year to $143.77 billion and beat the Zacks Co ...

4．闪迪美股盘前涨超23%。当地时间1月29日，闪迪2026财年Q2财报显示，得益于AI存储需求的激 增，闪迪当季营收30.3亿美元，同比增长61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而 市场普遍预期为3.54美元。调整后毛利率为51.1%，远强于42%的预期。 5．苹果美股盘前跌0.16%。当地时间1月29日，苹果2026财年Q1财报显示，营收同比增长16%，iPhone 销售收入同比增23%，iPhone销量创历史新高。苹果在大中华区录得营收255.3亿美元，同比增长 37.9%。 6．游戏驿站美股盘前涨1.54%。当地时间1月29日，据报道，游戏驿站首席执行官表示，正瞄准一家大 型上市公司进行收购，目标是将市值提升至1000亿美元。 7．西部数据2026财年Q2财报显示，当季营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场 预期。（科股宝播报） 钛媒体App 1月30日消息，1月30日美股盘前要闻： 1．截至目前，道琼斯指数期货跌0.58%，标普500指数期货跌0.57%，纳斯达克100指数期货跌0.72%。 2．截至目前，英国富时100指数涨0.32%，法国CAC ...

Core Insights - Apple Inc. reported strong quarterly results with revenue of $143.8 billion, a 16% increase, and per-share earnings of $2.84, up 19% [3] - Despite impressive iPhone sales, the stock price remained flat, down 5% year-to-date, as investors are concerned about rising costs and the absence of AI products [1][2] - Greater China revenue showed significant growth, reaching $25.5 billion, up from $18.5 billion, indicating market share gains against local competitors [3] Financial Performance - iPhone revenue increased to $85.2 billion from $69.1 billion year-over-year, reflecting strong demand [3] - Overall revenue growth of 16% and earnings per share growth of 19% demonstrate solid financial performance [3] Market Sentiment - Investors are focusing on rising hardware costs, particularly in memory and chips, which are impacting margins across the tech industry [2][4] - There is a growing concern that consumers may expect AI features in future iOS upgrades, which could affect sales if not addressed [4] Competitive Landscape - Apple is successfully taking market share from established local manufacturers in China, despite their AI capabilities [3] - The broader tech industry, including competitors like Microsoft, is facing similar challenges with margin pressures and rising costs [5]

Group 1 - The company offers a Growth Investor Pro service that teaches investing, trading, and risk management [1] - A swing trading alerts system has been successfully operated for several years [1] - Weekly live webinars are provided, along with access to senior staff and a 24x7 chat environment [1] Group 2 - A one-month trial of the service is available for $99, allowing potential subscribers to evaluate before committing to an annual subscription [2] - The service has received numerous 5-star reviews during both bear and bull markets [2]

Group 1 - The company offers a Growth Investor Pro service that teaches investing, trading, and risk management [1] - A swing trading alerts system has been successfully operated for several years [1] - Weekly live webinars are provided, along with access to senior staff and a 24x7 chat environment [1] Group 2 - A one-month trial of the service is available for $99, allowing potential subscribers to evaluate before committing to an annual subscription [2] - The service has received numerous 5-star reviews during both bear and bull markets [2]

Let's bring in Kevin Green, senior markets correspondent, right away to help set up the action today. All right, KG, let's start out with the pick. Uh Kevin Walsh has been named uh by President Trump.It started in a true social post. Uh did this surprise you at all. >> Not really a surprise.Obviously, we had four candidates kind of coming into this and we did see a little bit of a rotation in the Kawashi markets and these betting markets over the last week, week and a half where Rick Reer actually did catch ...