Group 1 - Apple's latest quarterly revenue significantly exceeded expectations, driven by a resurgence in demand for iPhones and related products in China [1][2] - For the third fiscal quarter, Apple's revenue grew by 9.6% year-over-year, reaching $94 billion, surpassing analysts' average forecast of $89.3 billion [1] - Global iPhone sales increased by 13.5% year-over-year, amounting to $44.6 billion [1] Group 2 - Apple's revenue from Greater China reached $15.4 billion, a year-over-year increase of 4.4%, contrasting with declines in the previous two quarters [2] - The company expects overall revenue growth of 10% to 20% for the quarter ending in September, which is better than analysts' previous forecast of 3% [2] - Apple's gross margin for the quarter was 46.5%, exceeding the expected 46% [1][2] Group 3 - Related companies in Apple's supply chain include Q Technology (01478), AAC Technologies (02018), BYD Electronics (00285), GoerTek (01415), Sunny Optical Technology (02382), and Hon Teng Precision (06088) [3]
港股概念追踪|苹果最新财报远超华尔街的预期 大中华区产业链提振受益(附概念股)