苹果(AAPL.US)亮眼业绩遭遇“成本乌云”！库克预警：存储芯片价格攀升恐将拖累新季度毛利率

Core Viewpoint - Apple reported record quarterly revenue but issued a warning about rising component costs impacting profit margins [1] Group 1: Financial Performance - For the second quarter of fiscal year 2026, Apple expects revenue growth of 13% to 16% year-over-year, exceeding Wall Street's previous forecast of 10% [1] - In the first fiscal quarter, Apple's gross margin reached 48.2%, surpassing both the company's guidance and analysts' expectations of 47.45% [1] - Apple's quarterly sales surged 16% to $143.8 billion, exceeding analysts' average forecast of $138.4 billion [2] Group 2: Market Challenges - Rising storage chip prices are expected to exert pressure on hardware gross margins in the coming quarters [2] - Apple faces supply chain issues with the 3nm processors for iPhones and the third-generation AirPods Pro, which are independent of each other [1] - The company experienced a $1.4 billion negative impact on performance due to tariff issues during the holiday season [3] Group 3: Competitive Position - Apple has regained its position as the world's largest smartphone seller, surpassing Samsung [3] - The success of the latest iPhone series, particularly high-end models, has significantly contributed to sales and profit growth [2] - Concerns remain regarding the sustainability of Apple's market dominance, particularly in pricing strategy and the development of next-generation devices [3]