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蘋果連續四季營收下滑,尚能飯否?

11月2日美股盤後,蘋果發布了2023財年四季報。儘管營收、淨利潤和EPS均超預期,但整體銷售額已連續第四個季度下降。四季度,蘋果總營收為895億美元,市場預期為892.8億美元,去年同期為901.5億美元;同時,大中華地區營收為150.8億美元,也不及市場預期的170.1億美元 Show More
11月2日美股盤後,蘋果發布了2023財年四季報。儘管營收、淨利潤和EPS均超預期,但整體銷售額已連續第四個季度下降。四季度,蘋果總營收為895億美元,市場預期為892.8億美元,去年同期為901.5億美元;同時,大中華地區營收為150.8億美元,也不及市場預期的170.1億美元。盤後蘋果股價跌近4%,對此您怎麼解讀?
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    $Apple (AAPL.US)$ 171.64 $Microsoft (MSFT.US)$ $Tesla (TSLA.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Taiwan Semiconductor (TSM.US)$ Apple's earnings report is thunderous in the pre-market
    Last night, Megu continued to soar, and the NASDAQ rose 1.78%, which is very good!
    Apple's regional revenue: America: US$40.115 billion; Europe: US$22.463 billion; Greater China: US$15.84 billion; Japan: US$5.505 billion; rest of Asia Pacific: US$6.331 billion; total net sales of US$89.498 billion. The village accounts for about 18%. This has always been the case, so it's not that important.
    Revenue fell by 0.2% year on year, and net profit increased 10% year on year. This is the first time since 2001 that revenue fell short of expectations for four consecutive quarters. Among them, revenue in the Greater China region once again fell short of expectations. The decline in the chain in the past few quarters was basically due to the village. On the other hand, emerging markets such as India and Southeast Asia have always set records! This is the pain that Apple must endure in the context of our break-up with Big Beauty. All companies doing business with us have to endure, including broken cars. Tolerance is not the key; the key is whether you can afford it. Because of Apple's strength in markets such as India and Southeast Asia, it has proven to be affordable; I'm afraid it will be very difficult for other companies!
    According to this financial report, the probability is that IP sales are not very good, but because of the high profit per unit price...
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