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，其多项核心财务指标创下历史新高。 财报显示，该季度苹果总营收达1437.56亿美元，较上年同期的1243亿美元同比增长16%，远超市场预期的1384亿美元；净利润为 420.97亿美元，较上年同期的363.30亿美元同比增长15.9%；摊薄后每股收益2.84美元，同比增长18.3%，同样高于市场预估的2.68美 元。 从业务板块来看，iPhone作为核心增长引擎，表现尤为亮眼，营收达852.69亿美元，同比大幅增长23%，占总营收比重高达59.3%。 苹果CEO库克表示，"受前所未有的市场需求推动，iPhone迎来史上最佳季度表现，各地区营收均刷新历史纪录；服务业务营收同样创下历 史新高，同比增长14%。公司目前的活跃设备安装基数已突破25亿台。" | | | | Three Months Ended | | | --- | --- | --- | --- | --- | | | | December 27, | | December 28, | | | | 2025 | | 2024 | | Net sales: | | ...

Apple delivered the goods in its holiday quarter, ringing up billions more than expected in global iPhone sales and in its China business, while beefing up its already impressive profit margins and boasting more than 2.5 billion active Apple devices worldwide. It was a reminder of CEO Tim Cook’s unparalleled mastery of the controls that keep the $3.8 trillion company humming. But it was also a reminder of the challenges Apple faces, and the limits of the company’s leadership in a changing market. Apple ...

"Microsoft disappointed and there are some ‌genuine concerns that AI investments will eat the software companies' lunches," said John Praveen, managing director & Co-CIO, Paleo Leon in Princeton, New Jersey. Investors are trying to "reduce exposure to stocks and play it safe" against a backdrop of broader uncertainties including who the Federal Reserve's next chair will be and how many interest rate cuts it will make, according to Praveen who also cited political uncertainties around Washington's stance in ...

Omdia最新研究显示，2025年全球智能手机出货量增长2%，达到12.5亿部，为2021年以来的最高水平。除大中华区外，各地区出货量均同比增长，中国内 地则因2025年国家补贴政策的激励效应不及预期而略有下降。升级和换机的强劲需求支撑使市场保持增长，尽管商业环境充满不确定性，多家厂商仍然打 破了纪录。 受季节性利好因素和厂商强劲表现推动，2025年第四季度，全球智能手机出货量同比增长4%。尽管如此，年末关键组件及存储器成本上涨已开始抑制 2026年的出货量预期。 在前五名之外，尽管市场环境充满挑战，仍有多家厂商保持正向增长。得益于在核心市场激烈竞争中快速拓展地理版图带来的增长，荣耀和联想(00992) 分别同比增长11%和6%，创下历史新高。华为持续回升，五年来首次重夺中国内地市场第一的位置。Nothing则成为2025年增长最快的厂商，出货量同比 暴增86%，突破300万部。 Omdia高级分析师Runar Bjorhovde表示："虽然2025年对大多数厂商而言整体表现积极，但2026年的前景已出现隐忧。Omdia最新报告《DRAM吞噬智能手 机：2026年成功关键因素》表明，DRAM、NAND及其他半 ...

Group 1: Apple Inc. - Apple reported a 16% year-on-year increase in fiscal first-quarter revenue, driven by strong iPhone demand, exceeding market estimates [2] - The company forecasted current-quarter revenue above Wall Street expectations, indicating continued growth potential [2] - Despite positive financial results, investor response was muted, with Apple shares rising only about 0.5% in extended trading, possibly due to concerns over its position in artificial intelligence [2] Group 2: Meta Platforms and Microsoft - Meta Platforms saw its shares increase by more than 10% as the company demonstrated that its AI investments were positively impacting its financial performance [3] - In contrast, Microsoft faced a significant decline in its stock, dropping 10% due to its spending plans and a slowdown in cloud growth, resulting in a loss of $357 billion in market capitalization [3] Group 3: Cryptocurrency and Commodities - Cryptocurrencies experienced a decline, with Bitcoin falling over 5% to its lowest level in nearly two months [4] - Gold prices rebounded after a midday dip, reaching an all-time high of $5,626.8 earlier in the day [4] - Oil prices increased by more than 3% amid geopolitical tensions, particularly regarding potential strikes on Iran [4]

Group 1 - New stock listings include Meidel (920119.BJ) and new stock subscriptions for Linping Development (603284.SH) and Dianke Lantian (688818.SH) [2] - The Dalian Commodity Exchange will list soybean meal and corn options on January 30 [2] - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, aiming to optimize and expand service supply [8][20][21] Group 2 - The World Gold Council reported that global gold demand is expected to reach 5002 tons in 2025, marking a historical high [22] - The price of gold jewelry in China has surged, with some brands quoting over 1700 yuan per gram, reflecting a significant increase [15] - The commercial aerospace sector in China is set to implement the "155" strategy, focusing on developing advanced technology and services [16][17] Group 3 - Apple Inc. reported a 16% year-on-year revenue growth to $143.76 billion for Q1 2026, exceeding market expectations [28] - SanDisk's Q2 revenue surpassed expectations at $3.03 billion, leading to a stock increase of over 15% [30] - Gree's net profit is expected to increase by 104.74% to 131.45% in 2025, driven by growth in the industrial robotics sector [36] Group 4 - Shenghe Resources anticipates a net profit increase of 281.28% to 339.20% in 2025, attributed to rising rare earth prices [37] - Jiangfeng Electronics plans to acquire control of Kaide Quartz, enhancing its strategic positioning [48] - Sichuan Gold expects a net profit increase of 69.23% to 93.40% in 2025, driven by increased sales of gold concentrate [51]

新闻荐读 甚至在"双十一"等关键促销节点，即便采取降价策略也未能完全止住跌势。然而，iPhone17系列的发布 彻底扭转了这一局面，帮助苹果重新夺回了市场主导权。 谈及这一现象级的反弹，库克难掩兴奋之情。他表示："这一结果表明我们的产品与中国消费者产生了 巨大的共鸣。"库克坦承，虽然公司预料到会有增长，但实际的提升幅度令他们感到惊讶。他强调，这 种增长完全是"产品驱动型"的，直接反映了中国用户对新一代iPhone的喜爱与认可。 来源：荆楚网 根据市场调查机构CounterPoint Research于2025年11月发布的报告，凭借系列的强劲表现，苹果在2025 年10月的销量同比猛增37%，份额飙至25%。 苹果公司凭借新发布的17系列，在10月份取得了创纪录的开局。这是苹果公司有史以来开局最好的一 次，总销量远远超过了2021年10月的峰值。 科技媒体Appleinsider指出，此次增长的含金量极高，因为苹果此前在中国市场已经历了一段漫长的"阵 痛期"。面对小米、华为等本土竞争对手的强势围剿，iPhone的市场份额曾一度遭到挤压，销量持续呈 现下滑趋势。 编辑：唐廷嘉 审定：金官 核发：邹建宾 1月30 ...

以下文章来源于科创日报 ，作者刘蕊 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 美东时间周四盘后，苹果公司公布了其第一财季的财务业绩。 该业绩超出预期，营收同比增长16%，创下历史新高。推动公司股价在盘后交易中上涨了超过1%。 Mac 营收：83.9亿美元，而预期为89.5亿美元 财报显示，在截至12月结束的第一财季中，苹果业绩与LSEG预期相比： 每股盈利：2.84美元，而预期为2.67美元 营收：1437.6亿美元，而预期为1384.8亿美元 该公司报告的净利润为421亿美元，即每股摊薄收益2.84美元，而去年同期为363.3亿美元，即每股摊薄收益2.40美元。 | | Three Months Ended | | | | | --- | --- | --- | --- | --- | | | December 27, | | December 28, | | | | 2025 | | 2024 | | | Net sales: | | | | | | Products | ಳಿ ક | 113,743 | | 97,960 | | Services | | 30, ...

Core Viewpoint - Apple reported record quarterly revenue but issued a warning about rising component costs impacting profit margins [1] Group 1: Financial Performance - For the second quarter of fiscal year 2026, Apple expects revenue growth of 13% to 16% year-over-year, exceeding Wall Street's previous forecast of 10% [1] - In the first fiscal quarter, Apple's gross margin reached 48.2%, surpassing both the company's guidance and analysts' expectations of 47.45% [1] - Apple's quarterly sales surged 16% to $143.8 billion, exceeding analysts' average forecast of $138.4 billion and the company's own growth target of 10% to 12% [2] Group 2: Market Challenges - Rising prices of storage chips are expected to exert pressure on hardware gross margins in the coming quarters, making the growth of high-margin service business increasingly critical [2] - Apple faces supply chain issues with the 3nm processors for iPhones and the third-generation AirPods Pro, which are independent of each other [1] - The company experienced a $1.4 billion negative impact on performance due to tariff issues during the holiday season [3] Group 3: Competitive Position - Apple has regained its position as the world's largest smartphone seller, surpassing Samsung Electronics [3] - Concerns remain about maintaining this market dominance, particularly regarding pricing strategies and the development of next-generation devices, including wearables and the anticipated foldable iPhone [3]

智通财经获悉，美东时间周四美股盘后，苹果(AAPL.US)发布了2026财年第一季度财报。在iPhone 17系列的强劲拉动下，公司假日季营收创下历史新高，大 中华区市场实现38%的同比暴涨，同时苹果还给出了超预期的第二财季营收指引，一扫此前市场对其硬件增长见顶的担忧。 业绩概览：iPhone需求"火爆"，驱动创纪录增长 财报显示，在截至2025年12月27日的第一财季，苹果总营收达到创纪录的1438亿美元，同比增长16%，远超分析师平均预期1384亿美元，也高于公司自身此 前10%-12%的增长指引。每股收益为2.84美元，同样超过市场预期的2.68美元。 作为苹果的核心营收支柱，iPhone业务在本季度迎来爆发式增长，营收达853亿美元，同比大增23%，远超分析师782亿美元的预期，创下历史最佳季度表 现。苹果CEO库克表示，iPhone17系列的市场需求"堪称火爆"，在全球所有地理区域均创下销量纪录，其中高端版本尤为畅销，成为拉动营收和利润的关 键。这一成绩也助力苹果在近几个月超越三星(SSNLF.US)，重新夺回全球智能手机市场销量第一的宝座。库克透露，目前苹果全生态设备的安装基数已达 25亿台。 大 ...