事件：苹果（AAPL.O）于北京时间1月30日发布26FQ1（25CQ4，12月季）财报。综合财报及电话会议信息，我们评论如下：评论：1、25Q4：业绩超预期，iPhone需求强劲、中国市场表现亮眼。苹果12月季营收1437.6亿美元，创历史新高，高于市场预期（1385.2亿美元），同比+15.7%环比+40.3%，主要系iPhone需求强劲；净利润421.0亿美元，同比+15.9%环比+...
Source Link事件：苹果（AAPL.O）于北京时间1月30日发布26FQ1（25CQ4，12月季）财报。综合财报及电话会议信息，我们评论如下：评论：1、25Q4：业绩超预期，iPhone需求强劲、中国市场表现亮眼。苹果12月季营收1437.6亿美元，创历史新高，高于市场预期（1385.2亿美元），同比+15.7%环比+40.3%，主要系iPhone需求强劲；净利润421.0亿美元，同比+15.9%环比+...
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