苹果公司于7月31日发布2026财年第三财季财报。[1]该季度营收达1094.17亿美元，同比增长16.4%，净利润297.89亿美元，同比增长27%，综合毛利率站上50%。[1]首席执行官库克评价这是"苹果有史以来最好的Q2财报"。[1]
然而财报发布后，苹果股价开盘跌超9%，创2025年4月以来最大跌幅。[1]股价大幅下跌的主要原因在于公司对未来的谨慎预期。苹果预计第四财季营收增长将放缓至9%至11%，远低于市场预期的12.1%增长幅度。[1]值得注意的是，苹果股价在7月29日曾触及历史高位342.89美元，市值短暂站上5万亿美元。[1]
Apple's stock opened down more than 9% on July 31, marking its steepest single-day decline since April 2025, despite the company delivering robust quarterly results [1]. The tech giant reported third-quarter fiscal 2026 revenue of $109.417 billion, up 16.4% year-over-year, alongside net income of $29.789 billion, representing a 27% increase compared to the prior year period [1]. The company's gross margin expanded to surpass 50% [1].
The market reaction reflected investor concerns over Apple's forward guidance rather than disappointment with past performance. The company projected fourth-quarter fiscal 2026 revenue growth of 9% to 11%, falling short of the market consensus expectation of 12.1% growth [1]. CEO Tim Cook characterized the results positively, stating "this is Apple's best Q2 earnings report ever" [1]. The sell-off occurred despite the stock having reached an all-time high of $342.89 on July 29, when the company's market capitalization briefly exceeded $5 trillion [1].
