Apple(US:AAPL) 雪球·2025-08-09 03:35Group 1 - The core viewpoint of the article highlights the strong performance of the US stock market, particularly driven by technology stocks, with Apple achieving a weekly gain of 13%, marking its best performance since July 2020 [1][2][5] - The three major US indices collectively rose, with the Dow Jones up 1.35%, S&P 500 up 2.43%, and Nasdaq up 3.87%, continuing to set new closing highs [3][5] - The market's positive momentum is attributed to the strong rebound in technology stocks, particularly Apple's impressive earnings report and optimistic expectations for the iPhone 16 series [5][6] Group 2 - Apple's service business revenue reached a record high of $27.4 billion, growing 13.3% year-over-year, and now accounts for 29% of total revenue [7][8] - The service business is characterized by high profit margins of 75.6%, significantly higher than the hardware business at 34.5%, making it a key driver of profit growth [7][8] - The service business has shown consistent double-digit growth for eight consecutive quarters, with diverse revenue sources including App Store and Apple Music [7][8] Group 3 - Apple's AI strategy is evolving, with a focus on a hybrid model of device and cloud integration, having launched over 20 Apple Intelligence features [9][10] - The company plans to invest $500 billion in AI development over the next four years, with a 15% increase in R&D spending, particularly on NPU chips [10] - The integration of services and AI is reshaping valuation logic, indicating a new growth trajectory for the company [10][11] Group 4 - Tesla's stock rose by 2.29%, while Google increased by 2.44%, and other tech giants like Nvidia and AMD also performed well [13] - The automotive and consumer electronics sectors saw significant gains, with companies like GoPro and Sony experiencing increases of over 7% and 4%, respectively [13] - However, industrial stocks are under pressure due to tariff impacts, with companies like Caterpillar reporting an 18% decline in operating profit [20][21] Group 5 - Recent non-farm payroll data showed a significant drop in job creation, with only 73,000 jobs added in July, leading to increased expectations for interest rate cuts by the Federal Reserve [16][17] - Morgan Stanley predicts the Fed will cut rates four times, each by 25 basis points, potentially lowering the policy rate to 3.5% [17] - The ongoing tariff pressures are affecting multiple industries, with significant implications for global trade dynamics and corporate profitability [19][20]