苹果涨幅扩大至8%，第四财季收入和盈利均高于预期

华尔街见闻2022-10-28

周五，苹果盘中涨幅扩大至8%。美东时间27日周四美股盘后，苹果公布，在截至公历2022年9月24日的今年第三季度、即公司2022财年第四财季（下称第三季度），公司的总收入和盈利均高于分析师预期，且明显强于上一个季度、即第二季度的表现。第三季度营业收入为901.46亿美元，创史上三季度营收新高，同比增长8.14%，分析师预期886.4亿美元，二季度同比增长2%，为2020年新冠疫情爆发以来最低单季...

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精彩评论

AI天涯路
2022-10-30
AI天涯路
生日这天唯一不令我抑郁的事情。
专注的投资者
2022-10-29
专注的投资者
苹果的财报在美国科技股中是比较好看，单独撑起一片天，但仍然会受到宏观经济的影响
抢菜抢菜抢菜
2022-10-29
抢菜抢菜抢菜
做多
南山小鱼人
2022-10-28
南山小鱼人
细狗🐶

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iPad和服务逊色分业务看，三季度苹果的主要产品iPhone的收入略低于预期，和预期一样增近10%，Mac电脑和可穿戴设备及配件的收入猛增、远超预期，而iPad平板的收入超预期下降，较二季度加速下滑，服务业务的收入增长远不及预期，并且较二季度增长明显放缓。三季度iPhone收入426.26亿美元，同比增长9.67%，分析师预期增长9.78%至426.7亿美元，二季度同比增近2%。三季度Mac收入115.08亿美元，同比增长25.39%，分析师预期增长0.78%至92.5亿美元，二季度同比降10%。三季度iPad收入71.74亿美元，同比下降13.06%，分析师预期下降5.36%至78.1亿美元，二季度同比降2.4%。三季度可穿戴设备、家居产品及配件的收入96.5亿美元，同比增长9.85%，分析师预期增长0.17%至88.0亿美元，二季度同比降8.2%。三季度包括App Store在内的服务业务收入191.9亿美元，同比增长4.98%，分析师预期增长9.26%至199.7亿美元，二季度同比增12%。iPhone 14 Pro需求强劲 供应受限今年9月发布iPhone 14系列新机后，苹果不止一次因iPhone 14基本款的需求低迷而传出调整产量的消息，上月末媒体称苹果放弃了iPhone 14增产计划，上周还有消息称，苹果在iPhone 14 Plus上市不到两周就减产。严格来说，三季度真正属于iPhone 14新品销售的时间只有约两周。不过，三季度iPhone的销售还是大致符合华尔街的强劲增长预期。这可能印证了分析师此前预计的情况，即iPhone 14基本款疲软是因为消费者更青睐配置芯片更高级、摄像性能更好的高端机iPhone 14 Pro机型。摩根大通分析师此前估算，不同于iPhone 12和13系列的基本款和Pro机型销售额五五开，Pro机型的销售额将占iPhone 14系列的60%。本次三季报公布后，苹果CFO Maestri称，因iPhone 14 Pro机型的需求强劲，供应受限。苹果在努力满足需求。苹果还在应对智能手表Apple Watch Ultra需求旺盛造成的供应限制。主要地区市场仅日本收入同比下降分地区看，三季度苹果在主要市场的销售收入大多同比增长，只有日本下降，其中：三季度美洲地区营收398.08亿美元，同比增长8.12%，二季度同比增长4.5%。三季度欧洲营收227.95亿美元，同比增长9.62%，二季度同比增长1.8%。三季度大中华区营收增长154.7亿美元，同比增长6.23%，二季度同比下滑1.1%。三季度日本营收57亿美元，同比下降4.86%，二季度同比下降近16%。三季度其他亚太地区营收63.73亿美元，同比增长22.75%，二季度同比增长14%。有评论认为，作为第三大市场，大中华区三季度的营收低于分析师预期的156.5亿美元，这可能是市场失望的一个原因。服务业务收入创最低单季增速 CFO部分归咎于外汇影响华尔街见闻注意到，三季度服务业务创造了史上最低的季度收入增速。苹果CFO Maestri称，服务业收入减速源于外汇影响，以及数字广告和游戏业务放缓。财报公布前就有媒体指出，投资者越发担心苹果的服务业务增长放缓，因为在iPhone已成为更成熟的产品后，服务是苹果业务多元化的重要领域。一些分析师将苹果的服务业务视为消费者需求的先行指标。也就是说，服务业务比iPhone销售更早反映消费者需求的形势。CFO称宏观经济有挑战性且动荡 CEO称在放慢招聘今年7月公布二季度财报时，苹果CEO库克称，苹果还未在内部数据中发现宏观经济负面因素影响iPhone销售的迹象。而本次发布三季报后，苹果CFO 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