IT之家 10 月 31 日消息，科技媒体 Appleinsider 今天（10 月 31 日）发布博文，报道称在 2025 财年第 4 财季电话会议上，对于 iPhone Air 的销量问题，苹果 首席执行官蒂姆・库克（Tim Cook）回避了分析师的直接提问。 在电话会议上有分析师就近期网络上出现的"iPhone Air 减产"消息提问，库克仅以"公司不单独公布各机型销量"为由回避了问题。 当库克重点强调某款产品时，通常意味着其表现超出预期。因此该媒体认为，库克对 iPhone Air 的只字不提，可以解读为该产品的市场表现未达到内部期 望，或至少不是公司当前的宣传重点。 IT之家此前报道，目前关于 iPhone Air减产的问题，目前行业消息存在分歧。一方面，郭明錤等诸多消息源透露，苹果开始缩减 iPhone Air 产能，供应链的 产能普遍到 2026 年第 1 季度会缩减 80% 以上。 而另一方面，美国跨国投资银行和金融服务部门 TD Cowen 反驳了该说法，坚称其 2025 年第三、四季度产量预测（分别为 300 万和 700 万部）维持不变。 库克的沉默反映了苹果近年来的核心战略：通过高端硬 ...

Core Insights - The article emphasizes the importance of combining top-down macro analysis with bottom-up stock selection to identify mispriced investment opportunities in the market [1]. Group 1: Investment Strategy - The focus is on earnings, technological disruption, policy shifts, and capital flows as key factors for identifying investment opportunities [1]. - The approach includes managing multi-asset strategies and equity portfolios, indicating a diversified investment methodology [1]. Group 2: Market Analysis - The article highlights the significance of real-time positioning using tools like Bloomberg and data models to enhance investment decisions [1]. - It suggests that the current market environment is filled with noise, and the ability to deliver clear signals is crucial for successful investing [1].

Portfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shifts and capital flows — to identify mispriced opportunities before the market.On Seeking Alpha I share high-conviction ideas, contrarian views and deep breakdown ...

格隆汇10月31日｜苹果(AAPL.US)盘后一度涨近5%，现涨2.71%报278.76美元。苹果CEO库克周四透露 的信息显示，苹果对下一财季的iPhone营收和整体营收预期均超出华尔街预期，这主要得益于市场对 iPhone 17系列机型的强劲需求。苹果在截至9月的第四财季整体营收超过千亿美元，达到超预期的 1024.7亿美元。由于供应受限以及iPhone新品在中国上市推迟，iPhone销售不达预期。财报公布后，苹 果股价一度跌3%，后转为涨4%。库克表示，他预计当前财季iPhone销售将同比增长两位数，整体营收 同比增长10%至12%，均高于市场预期。 ...

Core Insights - Apple shares increased by over 3% in extended trading, reaching new highs after reporting earnings that surpassed analysts' expectations and a positive outlook for the holiday season [1][4] Financial Performance - Apple reported fiscal fourth-quarter earnings per share of $1.85, with revenue rising 8% year-over-year to $102.47 billion, both exceeding analysts' estimates [2][6] - Services revenue reached a record high of $28.75 billion, contributing significantly to overall revenue growth [2][6] Product Sales - iPhone sales rose 6% to $49.03 billion in the fourth quarter, driven by the launch of the iPhone 17 lineup in September, marking a record for September quarter revenue from iPhones [3][6] - CEO Tim Cook indicated that the strong iPhone sales could lead to a record holiday season for the company [3][6] Future Outlook - Tim Cook projected that December-quarter revenue would be the best ever for Apple, anticipating a growth rate of 10% to 12% [4][6] - Following recent gains, Apple's market capitalization surpassed $4 trillion, making it the second-most-valuable company globally, behind Nvidia [4]

Apple Earnings: Stock Rises After Solid Report—and Despite Some Misses CONCLUDED Last Updated: 1 hour ago By Adam Levine Apple shares, which initially fell on earnings news late Thursday, reversed course in late trading as investors learned more about its recent quarter and the one currently underway. Shares were up 3.2% from the close, to $280.02 in late trading. The after-hours price would be a new all-time high for the stock. Though its fourth-quarter earnings report was somewhat disappointing, Apple's g ...

Core Insights - Apple's fourth-quarter iPhone sales fell short of Wall Street expectations, attributed partly to supply chain issues affecting iPhone 16 and iPhone 17 models [1] - The company acknowledged it underestimated demand during the quarter [1] Group 1: Financial Performance - iPhone sales missed analyst expectations, indicating potential challenges in meeting market demand [1] Group 2: Supply Chain Impact - Supply chain issues were a significant factor in the sales miss for certain iPhone models [1] - The company is addressing these supply chain challenges to better align with consumer demand [1]

Core Viewpoint - Apple CEO Tim Cook provided a positive forecast for holiday quarter iPhone sales and overall revenue, surpassing Wall Street expectations, driven by strong demand for iPhone 17 models despite ongoing supply constraints [1][4]. Sales Performance - In the fiscal fourth quarter, Apple missed iPhone sales forecasts due to supply constraints and shipping delays to China, but overall sales reached $102.47 billion, exceeding analyst expectations of $102.26 billion [2][12]. - iPhone sales for the quarter were $49.03 billion, below expectations of $50.19 billion, while profit was $1.85 per share, beating forecasts of $1.77 per share [12][8]. Future Outlook - Cook anticipates double-digit growth in iPhone sales and overall revenue growth of 10-12% year over year for the holiday quarter, which exceeds analyst estimates of 9.8% growth in iPhone sales and 6.6% growth in total sales [4][15]. - The company is addressing supply constraints for several iPhone 17 models and is optimistic about returning to growth in China, despite recent sales contractions [5][6]. Product Insights - The new iPhone Air model faced delays in China, impacting sales, but Cook expressed enthusiasm about the product's reception and potential [5][6]. - Sales in the services segment reached $28.75 billion, surpassing estimates, while Mac and iPad sales also exceeded expectations [14]. Market Context - Apple's share price rose 3.8% in after-hours trading following the positive forecast, although its share gains have lagged behind competitors in the tech sector this year [2][7]. - The company continues to face challenges related to US-China trade tensions and the rollout of AI features, but these factors have had a lesser impact than anticipated [3][10].

1 hour ago Apple's Tariff Expense to Rise Next Quarter By Adam Levine After taking at $1.1 billion tariff expense in the fiscal fourth quarter, Apple expects the bill to rise to $1.4 billion in its current first quarter. CONCLUDED Apple Earnings: Stock Rises After Solid Report—and Despite Some Misses Last Updated: Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory Saved Articles Watchlist Newsletters Video Center Th ...

CONCLUDED Apple Earnings: Stock Rises After Solid Report—and Despite Some Misses Last Updated: 1 hour ago Apple Cash Return Nears $1 Trillion Customer Center Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory By Adam Levine Apple paid $15.4 billion in dividends in fiscal-year 2025, and spent another $90.7 billion on buybacks. That brings the company's total cash return since 2012 to $994 billion. It will lik ...