据彭博社、华尔街日报等媒体报道，北京时间10月31日，苹果公司发布了截至9月27日的2025财年第四季度财报。 财报显示，苹果第四财季总营收为1024.66亿美元，创同期历史纪录，较上年同期的949.30亿美元增长8%；净利润达274.66亿美元，较上年同期的147.36亿美 元大幅增长86%；每股摊薄收益为1.85美元，较上年同期的0.97美元增长91%。 第四季度财报发布后，苹果美股盘后上涨2.35%，市值飙升超900亿美元。 在同日举行的财报电话会议上，苹果CEO蒂姆·库克表示，"iPhone和服务业务的营收都创下了历史新高。"他还预计，下一季度营收将同比增长10%至12%， iPhone的销售额也将实现两位数增长，有望"创下公司历史和iPhone历史的最佳纪录"。 分析普遍认为，苹果公司的显著增长得益于其核心产品iPhone的销售势头强劲，仅iPhone一项业务就为其贡献了接近一半的营收。具体来看，第四财季 iPhone营收同比增长6.1%，达到490亿美元，但仍略低于分析师预期的501亿美元。 包含AirPods、Apple Watch、Apple TV机顶盒和HomePod智能音箱在内的"可穿戴设 ...

Core Viewpoint - Apple is launching a dedicated gaming application for its devices, aiming to strengthen its presence in the gaming market as Nintendo prepares to release the Switch 2 [1][4]. Group 1: New Gaming Application - Apple plans to pre-install a new gaming application on iPhone, iPad, Mac, and Apple TV, which will serve as a game launcher and manage in-game achievements, leaderboards, and other activities [1]. - The new app will provide access to the App Store's gaming section and promote Apple's monthly subscription service, Arcade, priced at $6.99 [1]. - This application will replace the Game Center social network, which was launched in 2010 but never gained significant market traction [1]. Group 2: Market Context and Challenges - Despite the new application potentially enhancing usability for Apple products in gaming, there are challenges in changing the perception of players and high-end game developers regarding Apple's gaming capabilities [4]. - Apple is not typically viewed as a gaming giant, with many developers and players believing that Mac still lags behind Windows computers [4]. - The application is set to launch with the next version of iOS in September, coinciding with the release of the next generation of iPhone [4]. Group 3: Financial Insights - Approximately two-thirds of Apple's App Store revenue comes from games and in-app purchases, including tokens, levels, and other game upgrades [5]. - The Mac platform has made progress in recent years, with faster chips improving graphics performance, and Apple has released tools to facilitate the porting of existing games to Mac [5]. - As part of its gaming strategy, Apple has acquired RAC7 Games, a small studio known for the popular game Sneaky Sasquatch [5].

Market Overview - The Dow Jones Industrial Average increased by 740.58 points, or 1.78%, closing at 42,343.65 [2] - The Nasdaq rose by 461.95 points, or 2.47%, ending at 19,199.16 [2] - The S&P 500 gained 118.72 points, or 2.05%, to close at 5,921.54 [2] - European markets showed mixed results, with the Euro Stoxx 50 up by 20.12 points (0.37%) and the German DAX increasing by 198.84 points (0.83%) [2] - Asian markets had varied performances, with the Nikkei 225 rising by 192.58 points (0.51%) while the Indian Sensex fell by 624.82 points (-0.76%) [2] Legislative Developments - Florida Governor Ron DeSantis signed legislation recognizing gold and silver as legal tender in the state, aimed at protecting residents from dollar depreciation [2] - The law establishes a framework for recognizing certain gold and silver coins as legal currency, exempting them from sales tax, and regulating their custodians [2] Economic Developments - Brazil extended trade protection measures for the steel industry, maintaining a 25% tariff on 19 steel products for an additional 12 months and expanding it to four more products [5] - India has surpassed Japan to become the world's fourth-largest economy, with plans to overtake Germany within 2.5 to 3 years [6] Corporate Actions - McKinsey has laid off over 10% of its workforce in the past 18 months, reducing its employee count from over 45,000 to approximately 40,000 [9] - Volvo announced a global layoff plan affecting about 3,000 employees, primarily in Sweden, representing 15% of its global office staff [10] - The restructuring is expected to incur a one-time cost of up to 1.5 billion Swedish Krona (approximately 1.127 billion RMB), impacting Volvo's financial performance in Q2 and extending into the next year [10]