苹果公司周四预测，受iPhone强劲需求和中国市场强劲反弹的推动，其3月份季度的营收将增长高达16%，远超华尔街预期。

此前，苹果公司公布的假日季业绩也超出预期。首席执行官蒂姆·库克告诉路透社，市场对最新款iPhone需求“惊人”。

苹果iPhone 17系列的推出提振了其在主要市场的销量，缓解了投资者对硬件销售停滞的担忧。这些设备因其升级的摄像头功能和性能提升而广受好评，同时，苹果也受益于用户升级换代的浪潮。

财报发布后，苹果股价在盘后交易中一度上涨3.5%，但随后涨幅收窄至0.8%。

据伦敦证券交易所集团的数据显示，苹果预计其第二财季的营收将增长13%至16%，高于分析师预期的10%。该公司还预测运营支出为184亿美元至187亿美元，略高于第一季度的支出。

截至12月的第一财季，iPhone收入增长至852.7亿美元，远超分析师预期的786.5亿美元。苹果公司表示，iPhone销量在所有地区均创下纪录，凸显了尽管宏观经济形势不明朗，但市场需求依然强劲。

库克在接受路透社采访时表示：“iPhone的需求简直令人震惊，收入同比增长23%，创下公司历史上最高的季度业绩。”

据伦敦证券交易所集团的数据显示，这家iPhone制造商公布的季度收入为1438亿美元，同比增长16%，超过了分析师平均预期的1384.8亿美元。库克表示，该公司目前的iPhone装机量已达25亿台。

每股收益为2.84美元，远高于市场普遍预期的2.67美元。

苹果公司公布的第一财季毛利率为48.2%，高于其自身预期以及伦敦证券交易所集团数据显示的分析师预期（47.45%）。这一结果表明，DRAM内存芯片和黄金等大宗商品成本的上涨尚未反映在苹果的业绩中。

eMarketer分析师雅各布·伯恩表示：“消费者对通胀感到疲倦，加上内存芯片持续短缺，将在未来几个季度对硬件利润率构成压力，因此高利润率的服务业务增长势头显得尤为重要。”

本月初，苹果宣布与Alphabet旗下的谷歌达成合作，将Gemini人工智能模型整合到苹果的生态系统中，这是苹果加强人工智能功能战略的一部分。周四，苹果还以16亿美元收购了人工智能初创公司Q.ai，该公司专注于通过细微的面部表情来识别语音、情绪或心率，这是苹果有史以来规模最大的交易之一。

苹果在大中华区的销售额同比增长38%，达到255.3亿美元，远超Visible Alpha此前预测的213.2亿美元。尽管苹果在中国面临着来自本土竞争对手和监管机构的压力，但库克表示，iPhone在中国的销量创下历史新高，iPhone 17的推出也推动了从安卓设备转投苹果的用户数量实现两位数增长。

苹果并未披露其在印度（一个重要的增长市场）的销售数据，但库克告诉路透社，该公司在印度的销售额实现了“两位数”增长，iPhone、Mac和其他产品的收入均创下新高。他还透露，苹果计划在孟买开设一家零售店。

与华尔街预期相比，苹果可穿戴设备、家居和配件业务的销售额明显低于预期，为114.9亿美元，低于此前预期的120.4亿美元。苹果去年发布了一款名为 AirPods Pro 3 的产品，该产品具备语言翻译功能。库克表示，这款新产品的需求量超出了苹果的预期。

库克说，“AirPods Pro 3 在本季度供不应求，我们认为，如果不是因为供应受限，我们的业绩本可以实现同比增长。”

Mac 的收入为 83.9 亿美元，略低于分析师预期的 89.5 亿美元。

iPad 的销售额增长至 86 亿美元，超过了此前预期的 81.3 亿美元，这主要得益于教育领域需求的稳定增长以及高价位 iPad Pro 机型的持续热销。

包括 Apple Music、iCloud 和其他软件在内的服务业务收入攀升至创纪录的 300.1 亿美元，基本符合分析师预期的 300.7 亿美元。

Apple on Thursday forecast a surge of up to 16% in revenue for the March quarter, well ahead of Wall Street’s expectations, powered by strong demand for its iPhones and a sharp rebound in China.

That followed holiday-quarter results that beat estimates as well, with CEO Tim Cook telling Reuters that demand for the latest handsets was “staggering.”

Apple’s iPhone 17 lineup helped lift sales across key markets, easing investor concerns about a hardware sales plateau. The devices have been well received for their upgraded camera features and performance improvements, with Apple also benefiting from a wave of upgrades from users holding onto older models.

Apple shares rose 3.5% in extended trading after the results were released, but later pared gains to trade up 0.8%.

Apple expects revenue for its fiscal second quarter to grow 13% to 16%, versus a 10% rise that analysts expected, according to LSEG. The company also forecast operating expenses of $18.4 billion to $18.7 billion, slightly above spending in the first quarter.

IPhone revenue rose to $85.27 billion in the fiscal first quarter ended Dec., well above the $78.65 billion analysts had expected. Apple said iPhone sales set records in every geographic segment, highlighting broad-based demand despite macroeconomic uncertainty.

“The demand for iPhone was simply staggering, with revenue growing 23% year over year to achieve its biggest quarter in history,” Cook told Reuters in an interview.

The iPhone maker posted quarterly revenue of $143.8 billion, up 16% from a year earlier, topping analysts’ average estimate of $138.48 billion, according to LSEG. Cook said that the company now has an installed base of 2.5 billion devices.

Earnings per share came in at $2.84, comfortably ahead of the $2.67 consensus.

Apple reported fiscal first-quarter gross margins of 48.2%, above both its own guidance and analyst expectations of 47.45%, according to LSEG data. The result suggests that rising costs for DRAM memory chips and commodities such as gold have not yet shown up in Apple’s results.

“The backdrop of inflation-fatigued consumers and an ongoing memory chip shortage will pressure hardware margins in coming quarters, making that high-margin services momentum even more vital,” said eMarketer analyst Jacob Bourne.

Earlier this month, Apple announced its partnership with Alphabet’s Google, which integrates the Gemini artificial-intelligence models into Apple’s ecosystem, as part of its broader push to bolster AI features. On Thursday, Apple also acquired Q.ai, an AI startup focused on determining speech, moods or heart rates from minute facial expressions, for $1.6 billion in one of its largest-ever deals.

Sales in Greater China jumped 38% year-on-year to $25.53 billion, far exceeding the Visible Alpha estimate of $21.32 billion. Apple has faced pressure in China from local rivals and regulatory scrutiny, but Cook said that the iPhone hit a sales record there and that the iPhone 17 drove double-digit growth in the number of users switching from Android devices.

Apple does not disclose sales figures for India, a key growth market, but Cook told Reuters that the company saw “double-digit” sales growth, with revenue records for iPhones, Macs and other products. He also said Apple plans to open a store in Mumbai.

One notable miss compared with Wall Street expectations came in Apple’s wearables, home and accessories segment, where sales were $11.49 billion, missing expectations of $12.04 billion. Apple last year released a product called AirPods Pro 3 that can translate between languages, and Cook said that demand for the new product caught Apple off guard.

“AirPods Pro 3 were supply-constrained during the quarter, and we think we would have grown year over year if we would not have been constrained,” Cook said.

Mac revenue came in at $8.39 billion, slightly below analysts’ expectations of $8.95 billion.

IPad sales rose to $8.6 billion, beating estimates of $8.13 billion, helped by steady education demand and continued traction for higher-priced iPad Pro models.

Revenue from the services segment, which includes Apple Music, iCloud and other software, climbed to a record $30.01 billion, broadly in line with analysts’ expectations of $30.07 billion.