美股 財報 蘋果高度依賴中國製造和銷售，關稅可能推高成本或抑制需求 #美股 #英偉達 #特斯拉
美股數據張老師
[{'start': '0.000', 'end': '1.633', 'text': 'After the market closes on Thursday, May 1,'}, {'start': '2.133', 'end': '5.633', 'text': 'Apple (AAPL) and Amazon (AMZN) will release their second quarter financial reports for fiscal year 2025.'}, {'start': '6.000', 'end': '9.633', 'text': 'Apple estimates Q2 revenue growth to be low to mid-single digits.'}, {'start': '9.700', 'end': '15.066', 'text': 'Service revenue (App Store, iCloud, etc.) is expected to achieve low double-digit growth. Gross profit'}, {'start': '15.466', 'end': '18.433', 'text': 'margin is expected to be 46.5%-47.5%,'}, {'start': '18.700', 'end': '19.800', 'text': "exceeding analysts' expectations."}, {'start': '19.800', 'end': '21.433', 'text': 'iPhone is still the main revenue source.'}, {'start': '21.466', 'end': '24.400', 'text': 'Q2 sales are expected to be US$46 billion, a'}, {'start': '24.400', 'end': '28.000', 'text': "seasonal decline from Q1's US$69.14 billion. The"}, {'start': '28.000', 'end': '30.000', 'text': 'Chinese market performed weakly.'}, {'start': '30.566', 'end': '34.833', 'text': 'Q1 sales fell 11.1% year-on-year to US$18.51 billion.'}, {'start': '34.833', 'end': '37.666', 'text': 'Facing competition from local brands such as Vivo and Huawei,'}, {'start': '38.000', 'end': '41.033', 'text': 'and the fact that Apple Intelligence functions have not been launched in China'}, {'start': '41.566', 'end': '42.666', 'text': 'may limit demand.'}, {'start': '43.000', 'end': '48.133', 'text': 'Investors need to pay attention to the new features of iPhone 16 and iPhone  Will SE4 (released in spring 2025) trigger a replacement wave?'}, {'start': '48.166', 'end': '52.966', 'text': 'Services revenue hit a record of $26.34 billion in Q1 (up 14% year-on-year)'}, {'start': '53.033', 'end': '54.700', 'text': 'Q2 is expected to remain strong, which'}, {'start': '54.700', 'end': '56.333', 'text': 'may offset hardware weakness'}, {'start': '56.333', 'end': '61.766', 'text': "Regulatory pressure (such as the US court's ruling on the App Store's anti-guidance clause)"}, {'start': '61.766', 'end': '63.133', 'text': 'may affect future growth'}, {'start': '63.133', 'end': '63.866', 'text': 'In terms of the trade war,'}, {'start': '63.866', 'end': '66.200', 'text': 'Apple is highly dependent on China for manufacturing and sales.'}, {'start': '66.233', 'end': '69.100', 'text': 'Tariffs may push up costs or suppress demand.'}, {'start': '69.233', 'end': '75.733', 'text': 'Recent stock price volatility (rebound after a 25% plunge in early April) reflects market concerns about trade policies.'}, {'start': '75.766', 'end': '84.433', 'text': "Management's statements on supply chain diversification (such as manufacturing in India) and AI strategy (Apple Intelligence promotion) will be crucial"}]