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苹果概念股尾盘涨幅扩大 苹果大中华区营收回暖 市场继续关注美国关税政策

Core Viewpoint - Apple reported strong financial results for Q3 of fiscal year 2025, with total revenue reaching $94.04 billion, a 10% year-over-year increase, marking the strongest quarterly revenue growth since December 2021 [1] Group 1: Financial Performance - Total revenue for Apple in Q3 reached $94.04 billion, up 10% year-over-year [1] - Net profit was $23.434 billion, reflecting a 9% increase year-over-year [1] - Diluted earnings per share were $1.57, which is a 12% increase compared to the previous year [1] Group 2: Regional Performance - Revenue from Greater China was $15.369 billion, showing a 4% year-over-year growth, indicating a recovery in the Chinese market [1] Group 3: Market Impact and Strategy - Following the announcement of a 25% tariff on goods from India by the U.S. government, Apple's manufacturing strategy in India may be directly affected [1] - In Q2, 44% of the 27.1 million smartphones shipped to the U.S. were assembled in India, a significant increase from 13% in the same period last year [1] - Apple CEO Tim Cook indicated that the production lines for iPhones aimed at the U.S. market are expected to be fully transferred to India by fiscal year 2026 [1]