Workflow
苹果亏大了,预计损失9亿美元!今年以来股价下跌近16%,市值蒸发4.3万亿元,评级被华尔街机构下调

Core Viewpoint - Apple Inc. is facing significant challenges due to U.S. tariff policies, which are expected to result in a loss of approximately $900 million in the upcoming fiscal quarter, leading to investor concerns about the company's profitability and a decline in stock price [1][3]. Financial Performance - For the quarter ending March 29, 2025, Apple reported revenues of $95.4 billion, a year-over-year increase of 5%, with a net profit of $24.8 billion, also up 5% [4]. - iPhone revenue reached $46.8 billion, reflecting a 2% year-over-year growth, while the services segment grew by 12% to $26.6 billion [4]. Market Challenges - In the U.S. market, iPhone sales saw a significant increase of 8% in early 2025, but there are no signs of consumers stockpiling Apple products [5]. - Revenue in China slightly declined to $16 billion, indicating intensified competition from local smartphone manufacturers [5]. Legal and Regulatory Issues - A recent court ruling requires Apple to loosen its control over the App Store and cease collecting commissions from certain applications, which could disrupt its core business model [6][7]. - The ruling also mandates that Apple must allow developers to include external payment links, potentially reducing Apple's revenue from app transactions [8]. - The court has initiated an investigation into Apple for contempt of court regarding its non-compliance with previous rulings [8]. Future Outlook - Despite the challenges posed by tariffs and legal issues, Apple's CEO expressed confidence in the company's operational capabilities, particularly in supply chain optimization [4].