该行将今年9月底止财年营收预期从4550亿美元上调至4660亿美元，每股收益预期从8.26美元上调至8.47 美元；将2027财年的营收预期从4820亿美元上调至4890亿美元，每股收益预期从9.12美元上调至9.13美 元。该行认为，苹果最大的优势在于其庞大且强大的生态系统，虽然对2026年下半年及2027年的存储器 供应状况有所担忧，但苹果应能胜过竞争对手。因此，该行将其目标价从300美元上调至310美元，维 持"跑赢大市"评级。 大和发表研报指，苹果去年12月底止首财季业绩大幅超出预期，营收按年增长16%至1438亿美元，远超 预期，高出预测值50亿美元；每股收益为2.84美元，超出预期17美仙。强劲的表现使渠道库存降至低 位，其供应链面临限制。今年3月底止苹果第二财季营收指引显示，收入料录按年13%至16%强劲增 长。该行注意到三个主要问题：存储器供应量；存储器成本；对中国市场的销售。尽管被多次问及，苹 果CEO库克除了第二季指引外，不愿对存储器问题发表评论。 ...

Group 1 - The core event of the Apple launch this year featured Travis Scott, who made a surprise appearance wearing Apple-themed sneakers alongside CEO Tim Cook [1] - Tim Cook is known for frequently wearing Nike products, as evidenced by his recent appearance in a custom Nike Vomero Plus during the reopening of the Apple Store in Ginza, Tokyo [10] - Travis Scott's official website has indicated that certain products are sold out, suggesting high demand and exclusivity for his merchandise [7] Group 2 - The collaboration between Travis Scott and Apple is not unexpected, given Cook's history of wearing Nike, indicating a strong connection between the brands [10] - Future appearances by Cook showcasing new footwear are anticipated, generating excitement among fans and consumers [13]

Group 1 - The core message of the meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, is the commitment to strengthen cooperation in the electronic information sector and Apple's continued investment in China despite ongoing US-China trade tensions [1][2]. - Apple has announced a new investment fund of 720 million RMB aimed at expanding its renewable energy capacity in China, contributing to its goal of achieving 100% renewable energy usage in its supply chain by 2030 [2][3]. - A new "China Renewable Energy Infrastructure Fund" led by Apple's suppliers, with a total scale of 1 billion RMB, aims to add 1 million MWh of clean electricity to China's power grid by 2030 [3]. Group 2 - Compared to other US companies like Nvidia and Qualcomm, Apple has been less affected by the US-China trade war, maintaining a cautious approach while still committing to investments in China [2]. - The meeting emphasized the importance of US companies in stabilizing US-China relations and promoting pragmatic cooperation, with a focus on collaborative innovation with Chinese enterprises [3][5].

Group 1 - The core issue revolves around India's response to the U.S. imposing a 25% tariff on Indian imports, which has led to a reevaluation of India's international political and economic relationships [4][9] - The U.S. President Trump has criticized India's high tariffs and non-tariff barriers, claiming a significant trade deficit with India, which has resulted in increased tensions [4][11] - India has indicated plans to retaliate against U.S. tariffs by potentially increasing tariffs on U.S. goods, as stated by Indian officials, although these responses have not been confirmed by Prime Minister Modi [9][11] Group 2 - The economic implications for India are significant, as the country is heavily reliant on Russian oil imports at discounted prices, and the new tariffs could strain its economy further [9][12] - The BRICS nations, including China, Russia, India, and Brazil, are seen as a potential counterbalance to U.S. economic pressure, with India possibly reconsidering its alliance with the U.S. in favor of closer ties with these nations [11][12] - India's economic statistics, including GDP and per capita income, are questioned for their accuracy, suggesting that the country may not be as robust as it claims, which could impact its negotiating power [11]