【券商聚焦】招银国际：苹果业绩超预期看好iPhone周期和与谷歌AI合作

金吾资讯02-02

金吾财讯 | 招银国际表示，苹果公司上周五公布的FY1Q26业绩表现以及下季度指引超预期，FY1Q26收入同比增长16%，超出市场预期4%，这主要得益于强劲的iPhone销售以及中国市场的复苏及中国市场复苏（同比增长38%）。同时，受益于产品组合优化和规模效应，毛利率进一步提升至48.2%。展望FY2Q26E，管理层给出了以下指引：1）收入预计同比增长13-16%，尽管iPhone供应受限；2）...

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【券商聚焦】招银国际：苹果业绩超预期 看好iPhone周期和与谷歌AI合作

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【券商聚焦】招银国际：苹果业绩超预期看好iPhone周期和与谷歌AI合作