2026-01-30 12:00:48 作者：狼叫兽 尽管官方尚未就领导层更替作出任何声明，但外界对继任者的关注持续升温。库克现年65岁，自2011年 起执掌苹果，至今已逾十四年。在长期稳健运营的基础上，关于下一任领导者的人选与时间表，已成为 行业普遍关注的焦点。 目前，多位分析人士将目光投向硬件工程高级副总裁约翰·特努斯。现年50岁的他是苹果现有高管团队 中最年轻的一位高级副总裁。据近期报道，库克已于2025年12月将公司核心设计团队交由其统筹管理， 其职责范围进一步拓展。这一安排被视为重要信号，提升了其作为潜在接班人的可能性。 不过，关于库克离任的具体时间点以及最终接任者身份，一切仍以苹果公司正式公告为准。当前所有 2026年1月30日，苹果公司公布了截至2025年12月27日的2026财年第一季度财报，并于美国东部时间周 四股市收盘后召开了财报分析师电话会议。此前有报道推测，公司可能借此次财报发布之机，正式公布 新任首席执行官人选，以确保管理层平稳过渡，为今年6月的全球开发者大会及9月的秋季新品发布会预 留充分准备时间。 然而，本次财报及随后的电话会议均未涉及首席执行官人选的任何变动。这表明蒂姆·库克将 ...

国际贵金属期货深夜巨震，黄金白银盘中跳水，一度回吐全部涨幅，最终普遍收涨，COMEX黄金、COMEX白银均涨超1%。截至北京时间1月30日7:00， 黄金白银延续涨势。 昨天深夜，黄金、白银闪崩：现货白银一度暴跌8%，现货黄金跌破5200美元/盎司关口。 股市方面，美东时间周四，美股三大指数收盘涨跌不一，科技股走势分化，Meta大涨10%，微软重挫10%；中概在线教育股多数上涨，好未来涨超18%； 黄金白银深夜巨震，盘中跳水一度回吐所有涨幅，而后探底回升；加密货币全线重挫，超22万人被爆仓。 具体来看，大型科技股走势分化，英伟达涨0.52%，走出三连阳；谷歌涨0.71%，收于历史新高；Meta涨近10%，2025Q4业绩超预期。 下跌方面，微软跌超10%，2026财年Q2云业务增速放缓，资本支出创新高。特斯拉跌超3%，其全年营收首次出现下滑。 微软的暴跌重创软件板块，季度盈利和营收均好于预期的ServiceNow跌近10%，甲骨文跌2.19%，德国软件商SAP跌超15%。 盘后，苹果发布最新财报，2026财年第一季度公司核心财务指标均创历史新高，其盘后股价一度涨超3%。 存储概念股整体走高，SanDisk（闪 ...

Core Insights - Apple's Q1 FY2026 revenue reached $143.76 billion, a 16% year-over-year increase, with net profit at $42.10 billion, also up 16%, marking multiple historical highs [1] - iPhone sales were the primary growth driver, generating $85.27 billion in revenue, a 23% increase, accounting for over 59% of total revenue, with record sales across all global markets [1] - The Greater China region showed exceptional performance, with revenue of $25.53 billion, a 38% increase, significantly outpacing growth in the Americas, Europe, and Japan [1] Group 1 - The iPhone 17 series was a major contributor to growth in Greater China, with the iPhone 17 Pro and Pro Max attracting high-end users due to new design and performance features [2] - The iPhone 17 standard version saw significant demand due to notable upgrades, ranking seventh among the top ten global models sold in 2025, despite being on the market for only three months [2] - Apple is currently facing inventory shortages due to unexpected demand for the iPhone 17 series, and is working to catch up with supply, although supply chain constraints are impacting predictions for supply-demand balance [2] Group 2 - Apple CEO Tim Cook noted that the increase in iPhone users upgrading from other brands in Greater China reached double-digit growth [1] - The rising prices of memory chips are expected to have a minimal impact on Apple's gross margin for Q4 2025, but the effect is anticipated to expand in Q2 FY2026 [2] - Apple is considering various options to mitigate cost pressures, including supply chain optimization and adjustments to pricing strategies [2]

SynopsisSteve Jobs, the visionary behind Apple Inc., transformed personal technology. His creations like the Macintosh, iPod, iPhone, and iPad changed how people use devices. Jobs also led Pixar Animation Studios, producing hit films. His intense leadership and pursuit of perfection built influential companies. His legacy continues to inspire innovators and business leaders worldwide. ...

刚刚，苹果再次交出了一份"壕无人性"的霸气财报，还花近20亿美元收购了一家以色列AI创企Q.AI。 智东西1月30日消息，今天，苹果2026财年一季度（自然年2025年第四季度）财报正式发布，其营收为1438亿美元（约合人民币9991亿元），同比增长 16%，净利润421亿美元（约合人民币2925亿元），同比增长15.9%。 | 指标 | 2026 财年 Q1 (百万美元) | 2025 财年 Q1 (百万美元) | 同比增长率 | | --- | --- | --- | --- | | 营收 | 143756 | 124300 | 15.65% | | 净利润 | 42097 | 36330 | 15.87% | ▲苹果2026财年一季度营收及净利润情况，数据来源：苹果财报 苹果又双叒一次创造了新的季度营收记录，9991亿元与万亿已极为接近。这次苹果每个细分市场的营收都创下了新纪录，服务业务直接突破了300亿美元 大关。 苹果的运营现金流更是达到了540亿美元（约合人民币3752亿元），相比去年同期暴涨了80%。首席财务官Kevan Parekh提到，苹果每股收益增长了19%， 同样创下了新纪录。 | Ac ...

当地时间1月29日，苹果公司发布2026财年第一季度(截至2025年12月27日)财报，多项核心财务指标创下历史新高。 苹果CEO库克表示，苹果本季度取得创纪录的卓越业绩，营收达1438亿美元，同比增长16%，远超预期。iPhone业务凭借前所未有的市场需求创下历史最佳 季度表现，全球所有地区市场均刷新纪录;服务业务收入同样创历史新高，同比增长14%。 不过，在财报电话会上，库克预计内存涨价将影响第二财季利润率。 | | Three Months Ended | | | | --- | --- | --- | --- | | | December 27, | December 28, | | | | 2025 | 2024 | | | Net sales: | | | | | Products | ക 113,743 $ | | 97,960 | | Services | 30,013 | | 26,340 | | Total net sales (1) | 143,756 | | 124,300 | | Cost of sales: | | | | | Products | 67,478 | | 59,44 ...

来源：环球网 【环球网科技综合报道】1月30日消息，据CNBC报道，在近日举行的苹果公司财报电话会议上，分析 师就当前内存组件供应紧张及价格飙升问题向首席执行官蒂姆·库克展开提问。受人工智能数据中心需 求激增推动，全球内存市场出现短缺，价格持续走高，引发业界对科技企业供应链稳定性的广泛关注。 财务数据方面，苹果预计2024年3月季度毛利率将维持在48%至49%区间，中枢值较2023年12月季度有 所提升。库克解释称，内存涨价对12月季度业绩影响"微乎其微"，但预计对3月季度的影响将更为显 著。（青山） 库克在回应中未过度聚焦内存议题，而是强调公司正面临更核心的芯片制造瓶颈。他指出，iPhone等产 品产能受限的主因并非内存，而是A系列与M系列系统级芯片（SoC）的先进制程产能不足。目前，苹 果完全依赖台积电（TSMC）的3纳米等尖端工艺生产此类芯片，而台积电在先进制程市场的主导地位 导致供应链灵活性降低。"我们受制于先进节点的可用性，需求激增下供应链调整空间较以往更小。"库 克坦言。 针对内存价格波动，库克承认其将对苹果成本结构产生影响，但拒绝透露具体应对策略，仅表示公司正 评估"一系列方案"以缓解压力。他强 ...

来源：环球网 【环球网科技综合报道】1月30日消息，苹果公司发布2026财年第一季度（截至2025年12月28日）财 报，显示其营收与净利润均实现两位数增长，核心业务表现强劲。报告期内，苹果实现营收1437.56亿 美元，同比增长16%；净利润达420.97亿美元，同比增长15.9%；稀释每股收益（EPS）为2.84美元，同 比增长19%，三项关键指标均超出市场预期。 库克特别提及中国市场表现，称尽管面临竞争加剧，但iPhone在华销量仍实现同比增长，服务业务增速 尤为显著。他重申，苹果将持续加大在华研发投入，深化本地化生态合作。此外，库克透露，苹果正加 速推进生成式AI技术的落地应用，预计将于今年晚些时候推出首批AI功能更新，并强调"AI将深度整合 至所有产品线"。（青山）· 苹果首席执行官蒂姆·库克（Tim Cook）在财报电话会议中表示，本季度iPhone业务表现"堪称史上最 佳"，得益于全球范围内"前所未有的需求"，其销售额在各大地理区域均刷新历史纪录。尽管未披露具 体销量数据，但库克强调，高端机型的强劲需求及新兴市场渗透率的提升，是推动增长的核心因素。 与此同时，服务业务收入同比增长14%，再创历史 ...

Core Insights - Apple Inc. reported a record revenue of $143.8 billion for the holiday quarter, exceeding Wall Street estimates of $138.4 billion, driven by strong demand for the iPhone 17, growth in services, and a rebound in China [1][5] - The iPhone generated $85.3 billion in revenue, surpassing the estimate of $78.3 billion, with a year-over-year growth of 23% [6] - Services revenue reached $30 billion, reflecting a 14% increase from the previous year, aligning with market expectations [6] Revenue Breakdown - Total revenue for the holiday quarter increased by 16% compared to the previous year [1] - Revenue from China was reported at $25.5 billion, marking a significant 38% increase year-over-year, exceeding Wall Street's projection of $21.8 billion [5] - The Mac segment saw a decline in revenue, falling 6.7% to $8.39 billion, which was below the expected $9.13 billion [7] Market Position and Future Outlook - Apple regained its position as the No. 1 smartphone seller globally, surpassing Samsung Electronics [3] - The company faces uncertainty in maintaining its market dominance, particularly regarding pricing strategies and the development of next-generation devices [4] - The wearables segment showed sluggish performance, with sales declining 2.2% to $11.5 billion, falling short of the $12.1 billion expectation [7]

Group 1: Technology Sector Developments - Alibaba's "Tongyun Ge" concept integrates "Cloud + AI + Chips" as a strategic support triangle for future technology initiatives, emphasizing AI as a core driver of change in cloud computing over the next decade [2] - ByteDance's CEO Liang Rubo announced the company's 2026 focus on "climbing to new heights," highlighting the importance of AI opportunities and the need to enhance talent density and incentives [5] - Waymo plans to launch fully autonomous ride-hailing services in London by Q4 2023, expanding its operations internationally despite regulatory challenges [7] Group 2: Market and Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A funding, with its stock closing at 1437.72 yuan per share, up 8.61%, and a market capitalization exceeding 1.8 trillion yuan [3] - Byte's new "Doubao" smartphone is expected to be released in late Q2 2026, with significant improvements over its predecessor, developed in collaboration with ZTE Nubia [4] - Meituan's new "one-shot" verification feature requires new restaurant partners to upload unedited videos showcasing their premises, aimed at enhancing platform integrity [8] Group 3: Industry Collaborations - Black Sesame Intelligence and Baidu's "萝卜快跑" signed a strategic cooperation agreement to develop a collaborative ecosystem for autonomous driving, focusing on technology research and product development [11] - Shanghai Xixi Intelligent Technology completed several million yuan in angel financing, aimed at integrating AI with flexible robotics for food processing solutions [12] Group 4: Consumer Electronics - Apple's iPhone 16 was the best-selling smartphone globally in 2025, with Apple and Samsung dominating the top ten list, holding seven and three positions respectively, indicating strong market leadership [10]