（以下内容从国金证券《AI周观察：云厂AI飞轮效应初现，苹果财报表现良好》研报附件原文摘录）摘要苹果公布了2025年第二季度（FY2025Q3）收入达到创纪录的940亿美元，同比增长10%。产品收入达666亿美元，同比增长8%，主要由iPhone和Mac的增长所推动。公司整体毛利率为46.5%，位于我们预期区间的高端，环比下降60个基点，主要原因是约8亿美元的关税相关成本。苹果预计下一季度总收入将...
Source Link（以下内容从国金证券《AI周观察：云厂AI飞轮效应初现，苹果财报表现良好》研报附件原文摘录）摘要苹果公布了2025年第二季度（FY2025Q3）收入达到创纪录的940亿美元，同比增长10%。产品收入达666亿美元，同比增长8%，主要由iPhone和Mac的增长所推动。公司整体毛利率为46.5%，位于我们预期区间的高端，环比下降60个基点，主要原因是约8亿美元的关税相关成本。苹果预计下一季度总收入将...
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