Even Warren Buffett's most trusted stock is facing pressure from Trump's tariffs and global slowdowns. So is now the time to buy, or to rethink Apple entirely?Apple (AAPL 0.49%) just posted solid earnings, but with Trump's tariffs looming and China sales slowing, even Warren Buffett's top tech stock is under pressure. In this video, I dive into Apple's latest financials, break down its risks, and explore the upside of Apple Intelligence and booming services revenue. Is Apple still a smart buy? Or has it los ...

Core Viewpoint - Apple's upcoming second-quarter fiscal 2025 results are anticipated to show challenges in iPhone sales due to intense competition in China, particularly from local brands like Huawei and Xiaomi, while the Services segment is expected to continue its strong growth trajectory [1][2]. iPhone Sales - iPhone net sales for the fiscal second quarter are estimated at $46.45 billion, indicating a modest year-over-year growth of 1.1% [3]. - The delay in the launch of Apple Intelligence in key markets, including Mainland China, raises concerns about iPhone sales performance [1]. Services Segment - The Services segment is projected to achieve a low double-digit growth rate year-over-year, with net sales estimated at $26.76 billion, reflecting a 12.1% increase [2][3]. - The growth in Services is supported by a strong install base, with over 1 billion paid subscribers, which has more than doubled in the past four years [4][5]. Mac Sales - Mac net sales are expected to reach $7.79 billion, suggesting a year-over-year growth of 4.6% [9]. - The Mac segment has benefited from strong demand for the new M4 chip series, contributing to a 14.1% year-over-year shipment growth, with Apple holding an 8.7% market share [6][8]. iPad Sales - iPad sales are projected to increase to $5.92 billion, indicating a year-over-year growth of 6.5% [12]. - The introduction of the new iPad Air with the M3 chip is expected to drive sales, with previous iPad sales having increased by 15.2% year-over-year to $8.09 billion [11][12].

2024 年 Q4 全球智能手机市场总结 数据来源：Counterpoint Research 市场监测服务 全球智能手机市场份额 Q2 2023 - Q4 2024 尽管 2024 年 Q4 全球智能手机市场整体持平，但全年仍实现 4% 的增长，主要得益于加勒 比和拉美以及欧洲市场的增长。 苹果以 23% 的市场份额领先 2024 年 Q4 全球智能手机市场，三星以 16% 的份额位居第 二。 小米排名第三，出货量同比增长 5%，而 vivo 同比增长 13%，成为 2024 年 Q4 前五大品牌 中增长最快的品牌。 OPPO 在 2024 年 Q4 出货量同比下降 3%，但在中国、拉美和西欧市场表现良好。 在 5G 细分市场，苹果以 32% 的市场份额占据全球领先地位，三星以 16% 紧随其后。 在前五大品牌中，小米以 33% 的同比增长率成为 5G 领域增长最快的品牌，主要受中国、 印度和俄罗斯市场的强劲需求推动。 低成本 5G 机型的普及以及 GenAI 在中低价位段的渗透，将成为 2025 年需要关注的关键趋 势。 OPPO 自 Q3 2021 起包含 OnePlus 扫码跳转 阅读全文 Count ...