【如需和我们交流可扫码添加进社群】预期展望:2025财年第四季度财报电话会议苹果 2025 财年第四季度的业绩将显示公司能够在应对更高关税成本的同时,保障利润率质量。46%-47% 的毛利率指引已涵盖约 11 亿美元的关税成本,但由于产品结构偏向 Pro 和 Pro Max 机型,再加上规模效应带来的效率提升,苹果的实际毛利率有望接近该区间的上限。目前,服务业务收入占比已接近三分之一,且毛利率接近...
Source Link【如需和我们交流可扫码添加进社群】预期展望:2025财年第四季度财报电话会议苹果 2025 财年第四季度的业绩将显示公司能够在应对更高关税成本的同时,保障利润率质量。46%-47% 的毛利率指引已涵盖约 11 亿美元的关税成本,但由于产品结构偏向 Pro 和 Pro Max 机型,再加上规模效应带来的效率提升,苹果的实际毛利率有望接近该区间的上限。目前,服务业务收入占比已接近三分之一,且毛利率接近...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.