苹果电话会实录：对AI收购持“非常开放”的态度，关税刺激消费贡献10%的增长

Core Viewpoint - The article highlights Apple's strong quarterly performance driven by significant sales growth in iPhone and Mac, alongside increased investments in AI and personalized Siri features, while also addressing the impact of tariffs on consumer behavior [1][3][9]. Group 1: Financial Performance - Apple reported a record revenue of $94.04 billion for the quarter, a nearly 10% year-over-year increase, marking the highest growth rate in three and a half years [1][14]. - iPhone revenue reached $44.6 billion, up 13% year-over-year, driven by the popularity of the iPhone 16 series [17][31]. - Mac revenue was $8 billion, reflecting a 15% year-over-year increase, primarily due to strong sales of the M4 MacBook Air [3][18]. Group 2: AI Investments and Developments - The company is significantly increasing its investments in AI, with a focus on enhancing personalized Siri features, which are expected to be released next year [1][7][8]. - Apple's CEO Tim Cook emphasized that AI is one of the most profound technologies of our time and that the company will continue to invest heavily in this area [1][16]. - The CFO noted that capital expenditures are expected to rise, primarily driven by AI-related investments, although it will not be exponential growth [1][39]. Group 3: Market Dynamics and Consumer Behavior - Tariffs have stimulated consumer demand, contributing approximately 1 percentage point to the overall 10% revenue growth [9][10]. - The demand surge is particularly evident in the U.S. market for iPhone and Mac products [10][26]. - Customer satisfaction for iPhone in the U.S. reached 98%, indicating strong brand loyalty and product appeal [3][31]. Group 4: Strategic Acquisitions - Apple maintains a very open attitude towards AI-related acquisitions that could accelerate its roadmap [2][5]. - The company has acquired approximately seven companies this year, focusing on various sectors, not limited to AI [6][7]. Group 5: Future Outlook - The company anticipates continued growth in the upcoming quarters, with a revenue guidance of mid to high single digits for the September quarter [29][35]. - The expected gross margin is projected to be between 46% and 47%, factoring in tariff-related costs [35].