Group 1 - The core viewpoint of the article is that Apple Inc. is expecting a revenue growth rate of up to 16% for the quarter ending in March, surpassing market expectations due to strong iPhone demand, a significant recovery in the Chinese market, and accelerated growth in the Indian market [1] Group 2 - Apple's performance during the holiday season exceeded expectations, with CEO Tim Cook stating that the demand for the latest iPhone models was "incredible," leading to record quarterly performance [2] - For the fiscal quarter ending December 27, 2025, Apple reported a 16% year-over-year revenue growth, with iPhone sales revenue increasing by 23%, both exceeding analyst expectations by nearly 4% and 9% respectively, and surpassing the company's guidance of 10%-12% [2] - Earnings per share (EPS) also reached a record high, exceeding analyst expectations by over 6%, while service business revenue achieved a new quarterly high for the first time in three years [2] - The iPhone 17 series contributed to sales growth in key markets, alleviating investor concerns about stagnation in hardware sales, despite previous setbacks and competition leading to talent loss [2] - CFO Luca Maestri noted that a surge in Chinese consumers purchasing the iPhone 17 has driven a trend of upgrading Apple products or switching from competitors, marking a recovery in the Chinese market after two years of fluctuating sales due to intense competition from local brands like Huawei [2] Group 3 - Following the earnings announcement, Apple's stock price initially rose by 3.5% in after-hours trading but later narrowed the gains, ultimately closing up by 0.8% [3]
库克称最新款手机的需求“惊人”,苹果中国市场需求回暖