智通财经APP获悉，摩根士丹利最新研究报告显示，苹果(AAPL.US)App Store收入在7月呈现加速增长态势，尤其在美国市场表现强劲，目前尚未显现出Epic Games诉苹果案裁决的负面影响。
根据Sensor Tower数据，7月前20天美国区App Store收入同比激增12.5%，较6月份11.5%的同比增速进一步加快。中国市场同比增长7.1%，日本市场则下滑1.9%，全球其他地区同比增幅高达21%。
以埃里克·伍德林为首的摩根士丹利分析师在周二报告中指出："若以7月20日作为第三财季截止日计算，App Store净收入同比增长将达到12.6%，较我们原预测的11.0%高出210个基点。在其他条件不变情况下，这将为我们预测的9月季度服务业务11.7%增长率(市场共识预期为10.8%)带来60个基点(约合1.6亿美元)的上行空间。"
值得关注的是，投资机构发现尽管Epic Games诉苹果案已有裁决，App Store收入仍保持增长势头。伍德林表示："自苹果与Epic禁令颁布已逾两月，尽管存在外部支付链接风险，我们仍未发现这对苹果在美国App Store的货币化能力产生实质性影响。"
苹果公司拟于7月31日公布2025财年第三季度财报。市场普遍预期其营收将达888.9亿美元，每股收益1.43美元。
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