苹果公司2026财年第一季度业绩大增，大中华区表现超预期

Core Insights - Apple reported a 16% year-over-year revenue growth for Q1 of fiscal year 2026, reaching $143.76 billion, with iPhone revenue at $85.27 billion, marking a historic high for both metrics [1][3] - Revenue from Greater China was $25.53 billion, exceeding market expectations, while revenue from the U.S. was $58.53 billion, slightly below market expectations [1] - Despite not meeting its 2024 commitment to enhance Siri's capabilities through AI, loyal customers continued to purchase the latest iPhone 17 series [1] Financial Performance - iPhone sales reached $85.3 billion, a 23% increase year-over-year, achieving the highest quarterly iPhone sales since its launch in 2007 [3] - The diluted earnings per share were $2.84, also a record high [1] Market Position - Apple maintained a nearly 20% market share at the end of last year, leading global sales ahead of Samsung [3] - The company is leveraging Google's latest AI model, Gemini 3, to address its shortcomings in artificial intelligence, which is seen as a significant breakthrough since the iPhone's launch [3] Stock Performance - Following the earnings report, Apple's stock rose over 1% in after-hours trading, although it has seen a slight decline year-to-date compared to the end of 2024 [3]