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 ...

Group 1 - Apple plans to initiate a significant design overhaul for its iPhone series starting with the iPhone 17, aiming to enhance the flagship product's appeal over the next three years [2][3] - The iPhone 17 series is expected to include four models: standard, Air, Pro, and Pro Max, with the iPhone 17 Air featuring a record thickness of only 5.5mm, but potentially compromising on battery capacity [3][4] - The upcoming iPhone 17 will shift to eSIM technology, eliminate the physical SIM card slot, and introduce a high refresh rate screen for the standard version [3][4] Group 2 - Apple is set to launch its first foldable iPhone in 2026, featuring a flip design with an external screen of approximately 5.5 inches and an expanded size of 7.8 inches when opened [4] - The foldable iPhone will include four cameras and utilize Apple's self-developed C2 baseband, while also reintroducing Touch ID [4][5] - The iPhone 18 Pro series is expected to have minimal design changes, while the 20th anniversary iPhone in 2027 will feature a curved glass design [4][5] Group 3 - Apple's iPhone revenue for the third fiscal quarter ending June 29, 2025, was $40.26 billion, reflecting a year-over-year growth of 5.8%, despite increasing competition from domestic brands [5] - In the second quarter of 2025, Apple's shipment volume in China was 9.6 million units, a year-over-year decline of 1.3%, ranking fifth behind Huawei, Vivo, OPPO, and Xiaomi [5] - Analysts suggest that the slow pace of design updates has diminished consumer excitement for new iPhone models, prompting Apple to initiate a major design overhaul to rekindle interest [5] Group 4 - Apple is actively pursuing partnerships with AI leaders like OpenAI and Anthropic to enhance its AI capabilities, while also developing a new team focused on creating a ChatGPT-like "answer engine" [6][7] - The company plans to diversify its AI product line over the next three years, including a touchscreen HomePod, a second-generation Vision headset, smart glasses, and a large foldable computer [6][7] - Apple's strategy emphasizes leveraging its ecosystem and user experience to compete in the smart glasses market, with pricing being a critical factor for success [6][7]