-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：苹果公司（AAPL）公布的3月季度营收增长17%至1112亿美元，超出此前15%的预期；每股收益（EPS）为2.01美元（+22%），高于市场普遍预期的1.94美元。iPhone 17系列产品表现强劲，营收达到创纪录的570亿美元（+22%），这主要得益于所有地区，尤其是中国市场（+28%）的强劲需求。我们认为，iPhone 17系列产品强劲的换机周期得益于平均售价和销量的双双上涨，且所有地区市场均表现稳健。管理层强调，iPhone 17系列产品的强劲需求是关键驱动因素。毛利率为49.3%，高于市场普遍预期的48.4%，服务业务继续保持强劲增长势头，营收达310亿美元（+16%）。苹果公司宣布将股息提高4%至每股0.27美元，并授权1000亿美元的股票回购计划。尽管我们对整体业绩感到满意，但我们认为更大的利好因素将出现在6月份的WWDC开发者大会上，届时苹果将整合人工智能Siri；以及9月份的硬件发布会上，届时苹果将推出首款可折叠手机。
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