苹果发虎威，避免关税影响实现增长

Core Viewpoint - Apple's revenue for the July to September period increased by 8% year-on-year, reaching $102.466 billion, with net profit rising by 86% to $27.466 billion, indicating strong performance amid a favorable political environment and successful new product launches [4][6]. Group 1: Financial Performance - For the July to September quarter, Apple's revenue grew by 8% compared to the same period last year, totaling $102.466 billion, while net profit surged by 86% to $27.466 billion [4]. - The revenue forecast for the October to December quarter is expected to increase by 10% to 12% year-on-year [4]. Group 2: Trade Relations and Tariffs - Apple's lobbying efforts with the Trump administration have begun to yield results, particularly regarding the easing of tariffs related to iPhones due to the recent US-China agreement [2][6]. - The reduction of tariffs on Chinese imports from 20% to 10% is viewed positively by Apple, as it will help lower costs, with an estimated tariff cost of $1.4 billion for the October to December period [5][6]. Group 3: Product Strategy - The iPhone 17, launched in September, maintained its starting price at $799, while increasing the base storage from 128GB to 256GB, effectively providing better value [8]. - Apple's strategy to avoid price increases for iPhones is linked to shifting production to India, which helps mitigate tariff impacts [9]. Group 4: Political Engagement - Apple's increased production in the US has helped alleviate criticism from the Trump administration, with plans to invest an additional $100 billion in US manufacturing over the next four years [11]. - The US government is actively engaging with Japan regarding the upcoming "smartphone new law," which could impact American companies, with Apple's lobbying efforts being a significant factor [12][14].