Technology & Development - The industry emphasizes understanding the difference between progressive web apps and those distributed through app stores like Google Play or Apple Store [1] - The industry acknowledges Google's statement that noncustodial wallets are not within the Play Store's scope, but the distinction remains important [1]

Investment Rating - Investment rating is maintained at "Buy" [3] Core Views - The company reported FY25Q3 revenue of $94 billion, a year-over-year increase of 9.6%, slightly above Bloomberg consensus expectations by 5.30% [6] - Operating profit reached $28.2 billion, up 11.2% year-over-year, exceeding Bloomberg consensus by 9.26% [6] - GAAP net profit was $23.4 billion, reflecting a 9.3% year-over-year increase, also above Bloomberg consensus by 9.31% [6] - Service revenue was $27.4 billion, up 13.3% year-over-year, surpassing Bloomberg expectations by 2.14% [6] - Product revenue was $66.6 billion, a year-over-year increase of 8.2%, exceeding Bloomberg expectations by 6.83% [6] - iPhone revenue was $44.6 billion, up 13.5% year-over-year, higher than Bloomberg expectations by 11.29% [6] - The Greater China region saw a revenue increase of 4.35% year-over-year, marking the first positive growth in two years, driven by national subsidy policies and promotional activities [6][7] - The company anticipates revenue growth of $416.5 billion, $438.1 billion, and $464.3 billion for FY2025, FY2026, and FY2027 respectively, with year-over-year growth rates of 6.5%, 5.2%, and 6.0% [9] Summary by Sections Financial Performance - FY25Q3 revenue was $94 billion, operating profit was $28.2 billion, and GAAP net profit was $23.4 billion, all exceeding expectations [6] - Service revenue reached $27.4 billion, while product revenue was $66.6 billion, with notable performance in iPhone and Mac sales [6][7] Regional Performance - The Greater China region achieved a revenue of $15.4 billion, marking a 4.35% increase year-over-year, attributed to national subsidies and promotional sales [6][7] - Other regions, including the US, Europe, Japan, and Asia-Pacific, also showed positive growth trends [6] Product Insights - Mac revenue increased by 15% year-over-year, driven by new M4 chip products [7] - iPad revenue declined by 8.1% year-over-year due to high base effects from the previous year [7] - Service business revenue reached a record high, with significant growth in Apple TV+ viewership and Apple Store revenue [7] Future Outlook - The company plans to launch the iPhone 17 series in September, with a focus on new product features [8] - Attention is drawn to the progress of Apple intelligence and the Google antitrust case, which may impact service revenue and overall profits [8][9]

Group 1 - Shanghai police dismantled a criminal gang selling counterfeit Labubu toys, with a case amount exceeding 12 million yuan [1] - ByteDance donated 10 million yuan to support disaster relief efforts in severely affected areas, focusing on emergency supplies for children and the elderly [2] - China's import and export trade with Central and Eastern European countries reached a record high of 522.88 billion yuan in the first half of the year, a year-on-year increase of 6.8% [4] Group 2 - Hunan's import and export to the EU grew by nearly 30% in June, with Germany being the largest trading partner, showing a growth of 35.1% [6] - Shanghai's first aviation pre-clearance cargo station started trial operations, improving customs efficiency by approximately 30% and reducing logistics costs by 15% [7] - Apple announced the closure of its first direct store in China, located in Dalian, which will cease operations on August 9, 2025 [8] Group 3 - Zhongshi Technology stated that its thermal management solutions are versatile and applicable in the robotics field [9] - Microsoft introduced the Copilot mode in its Edge browser, enhancing user experience with AI features that predict user actions [10] - Huatai Securities expects the Federal Reserve to maintain its current interest rate during the July meeting, with future rate decisions dependent on economic data from July to August [11]

值得关注的是，此次关停将成为苹果公司在中国市场关闭的首家直营门店。目前苹果公司尚未公布闭店具体原因。 大连百年城店开业至今已近十年，此次关闭引发市场广泛关注。苹果公司未对闭店原因及后续布局做出进一步说明。 苹果公司中国官网7月28日发布公告称，Apple Store大连百年城店将于2025年8月9日20时正式停止营业。该店于2015年10月24日开业，不仅是苹果公司在大 连的首家直营店，也是辽宁省第二家官方零售门店。 ...

| | | 7月29日，据苹果中国官网显示，AppleStore大连百年城店将于2025年8月9日20点停止营业，这也成为苹果中国首家关停的直营店。 新的直营店在深圳即将开张。7月25日，苹果中国官网宣布，Apple Store深圳前海壹方城店将于8月16日开幕，这将是深圳第三家苹果直营店。官网信息显 示，目前苹果在中国大陆共有49家直营店，其中北京有5家。 5月2日，苹果发布2025财年第二财季，即2025年一季度的财报。一季度，苹果实现营收953.59亿美元，同比增长5.08%；净利润为247.80亿美元，同比增长 4.84%。其中，大中华区收入为160.02亿美元，同比下降2.26%，上年同期为163.72亿美元。 来源：北京日报客户端 记者：袁璐 如遇作品内容、版权等问题，请在相关文章刊发之日起30日内与本网联系。版权侵权联系电话：010-85202353 对此，苹果向记者提供一则声明回应称，鉴于大连百年城购物中心内多家零售商的离开，苹果决定于2025年8月9日关闭那里的零售店。声明表示，这家店的 团队成员将有机会继续在苹果担任他们的职务。同时，苹果期待与消费者在附近的Apple大连恒隆广场零售店见面 ...

7月29日消息，苹果中国官网显示，AppleStore大连百年城店将于2025年8月9日20：00停止营业。据深 圳新闻网称，这成为苹果中国首家关停的直营店。针对停业的原因，记者致电苹果大连百年城店，客服 称"原因暂时不是很清楚"。对于停业后是否会在附近再开新店，该客服表示，"暂时没有收到通知。"该 店关闭之后，苹果在大连将仅剩下恒隆广场一家门店。(界面) ...

金十数据5月21日讯，今日有多个博主和网友发帖称，中国内地的苹果Apple Store即日起支持微信支 付。Apple Store线下零售店自2018年2月7日起便已支持支付宝（线上更早）、2019年香港&澳门Apple Store也已支持AliPay HK。中国内地Apple Store零售店目前接受银联卡、支付宝与微信支付，以及 Visa、Mastercard、JCB、American Express支付卡。 （IT之家） 苹果门店支持微信支付 ...