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2025-08-01 17:43:27
iPhone Sales Rebound Strongly: How Can Apple Break Its AI Dilemma? ⑴ Despite facing fierce market competition and uncertainty caused by Trump's tariff rhetoric, Apple reported quarterly results that exceeded expectations, sending its stock price up 2% in pre-market trading. ⑵ The financial report showed that Apple's revenue grew at its fastest pace since 2021, and it forecast "mid- to high-single-digit" growth for the current quarter, far exceeding analysts' expectations of 3.27%. ⑶ JPMorgan analysts noted that the sharp rebound in iPhone sales was surprising, especially in a quarter when consumers typically wait and see before new phone releases. ⑷ Apple CEO Tim Cook warned that Trump's tariff rhetoric would result in an additional $1.1 billion in costs this quarter, adding to the $800 million loss in the previous quarter. ⑸ Faced with fierce competition, Apple's AI development has lagged behind, and its stock price has fallen 17% this year, lagging behind the other "Magnificent Seven" companies. ⑹ Cook stated that the company is increasing its AI spending to catch up with competitors, but analysts believe that despite Apple's strong brand loyalty, it still needs to deliver AI results quickly.
