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金狗阿飞哥
苹果这份财报有点意思:业绩明明超预期,但市场也不是没有担忧!🍎
Q4营收1145亿美元,同比+12%;iPhone收入576亿美元,同比大增17%,双双超预期,iPhone依然能打。
EPS达到2.10美元,其中约0.05美元来自关税退款。
但另一面,存储芯片涨价叠加AI成本增加,下一季度毛利率指引只有45%—46%。
一边是iPhone强势增长,一边是成本侵蚀利润。苹果不缺增长,真正的考验是AI能否带来新的利润空
#苹果Q4营收超预期,下季度毛利率指引承压
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