外媒：AirPods Pro 3缺货或令苹果上季度少赚2.3亿美元

CNMO01-30

【CNMO科技消息】据CNMO了解，在苹果2026财年第一季度的财报电话会议上，首席财务官Kevan Parekh透露，AirPods Pro 3的供应限制对公司的“可穿戴设备、家居和配件”类别营收产生了显著影响。该类别本季度营收为115亿美元，同比下降2%。Parekh明确指出，若非AirPods Pro 3的供应受限，该类别本应实现增长。有外媒据此推测，AirPods Pro 3缺货可能让苹果...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130134648a467b12d&s=b><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】据CNMO了解，在苹果2026财年第一季度的财报电话会议上，首席财务官Kevan Parekh透露，AirPods Pro 3的供应限制对公司的“可穿戴设备、家居和配件”类别营收产生了显著影响。该类别本季度营收为115亿美元，同比下降2%。Parekh明确指出，若非AirPods Pro 3的供应受限，该类别本应实现增长。有外媒据此推测，AirPods Pro 3缺货可能让苹果...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130134648a467b12d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z9505.USD","symbol_name":"美盛-美国大盘成长股A 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3的市场反响：“客户对其丰富沉浸的音质、无与伦比的主动降噪水平以及明显改善的佩戴舒适度赞不绝口。”","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4573":"虚拟现实","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4581":"高盛持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) 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Watch、HomePod、Apple Vision Pro等），但AirPods Pro 3的单品供应问题足以拖累整个数十亿美元级别的业务板块陷入负增长，突显了其对公司业绩的关键作用。Parekh的声明令许多人感到意外，因为在2025年底并未出现广泛的库存短缺或发货时间延长的报道。这反过来体现了AirPods产品线对苹果相关业务盈利能力的至关重要地位。相关报道不过，苹果CEO库克在财报会议发言中盛赞AirPods Pro 3的市场反响：“客户对其丰富沉浸的音质、无与伦比的主动降噪水平以及明显改善的佩戴舒适度赞不绝口。”他特别提到了实时翻译等功能正在改变人们的沟通方式。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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