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seekingalpha

05/03/2025, 06:40 AM UTC

苹果：iPhone与中国市场销售积极但存在风险Apple: Positive iPhone And China Sales But With Risks

1、苹果第二季度营收和每股收益超预期，主要受服务收入增长推动；2、iPhone销售额增长2%，但服务收入环比仅微增1.2%；3、面临汇率波动、关税影响和供应链调整等挑战，预计成本将增加9亿美元，维持持有评级。

1. Apple exceeded Q2 revenue and EPS estimates, driven by strong services revenue; 2. iPhone sales grew 2% while services revenue saw modest sequential growth of 1.2%; 3. Challenges include forex headwinds, tariff impacts, and supply chain adjustments, with a $900 million cost impact forecasted, justifying a hold rating.

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