Core Viewpoint - Apple concept stocks saw significant gains following the release of Apple's Q3 FY2025 financial report, indicating positive market sentiment towards the company's performance and growth prospects [1] Financial Performance - Apple's total revenue for Q3 FY2025 reached $94.04 billion, representing a 10% year-over-year increase, marking the strongest quarterly revenue growth since December 2021 [1] - The net profit for the quarter was $23.434 billion, a 9% increase year-over-year, with diluted earnings per share at $1.57, up 12% from the previous year [1] - Revenue from the Greater China region was $15.369 billion, showing a 4% year-over-year growth, suggesting a recovery in the Chinese market [1] Market Impact - Following the earnings report, shares of key Apple suppliers rose significantly, with BYD Electronics up 8.03%, Hong Teng Precision up 5.84%, and others also showing positive movement [1] - The announcement of a 25% tariff on goods from India by the U.S. President could impact Apple's manufacturing strategy in India, where a significant portion of iPhones are expected to be produced for the U.S. market by FY2026 [1] - Canalys reported that 44% of the 27.1 million smartphones shipped to the U.S. in Q2 were assembled in India, a substantial increase from 13% in the same period last year, highlighting the growing importance of Indian manufacturing for Apple [1]
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