苹果(AAPL.US)财报后多空交锋:AI智能体成“最大风险”,但iPhone与现金流仍撑起“增持”评级

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【苹果(AAPL.US)财报后多空交锋:AI智能体成“最大风险”,但iPhone与现金流仍撑起“增持”评级】智通财经APP获悉,苹果(AAPL.US)最新财季交出了一份“营收强、指引弱”的成绩单:营收和每股收益均超出华尔街预期,iPhone收入同比增长17%,但下一财季毛利率指引和服务业务增速展望明显低于市场预期,令投资者将目光从硬件韧性转向内存成本、Siri AI投入以及个性化AI智能体带来的中长期挑战。财报发布后,苹果股价周二盘前下跌约4%。

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