Apple Inc. (NASDAQ:AAPL) is in the spotlight Friday, with the stock closing in on Nvidia Corporation (NASDAQ:NVDA) as the world's most valuable company, the iPhone Duo hitting stores today and earnings a week and a half away all drawing attention.
蘋果公司（納斯達克股票代碼：AAPL）周五備受矚目，其股價收盤時已逼近輝達公司（納斯達克股票代碼：NVDA），有望成為全球市值最高的公司；iPhone雙機型今日正式上市，而業績發佈也將在一周半後，種種因素共同吸引了市場關注。
- Apple stock is approaching key resistance levels. Why did AAPL hit a new high?
- 蘋果股價正逼近關鍵阻力位。為什麼AAPL創下新高？
Apple Is $42 Billion Behind Nvidia in the Race to Be the World's Most Valuable Company
蘋果在爭奪全球最具價值公司頭銜的競賽中，落後輝達420億美元
Apple closed at a record $348.22 Thursday, putting its market value at $5.082 trillion, just $42 billion behind Nvidia at $5.124 trillion, according to 24/7 Wall St. A gain of about 0.83% would close the gap. Apple last closed above Nvidia on July 27, and it first topped $5 trillion on Oct. 14. Nvidia's lead was about $903 billion on Oct. 6, and Benzinga reported it had shrunk by nearly $570 billion in six trading sessions as concerns about the cost of the AI build-out weighed on the chip maker. Apple's restrained AI infrastructure spending may be working in its favor, Benzinga said.
蘋果公司周四收於創紀錄的348.22美元，市值達到5.082兆美元，僅比輝達的5.124兆美元低420億美元，據24/7 Wall St.報導。若再上漲約0.83%，便可抹平這一差距。蘋果上一次收盤價高於輝達是在7月27日，而其市值首次突破5兆美元則是在10月14日。10月6日，輝達的領先優勢約爲9030億美元，但Benzinga報導稱，隨着市場對人工智能佈局成本的擔憂加劇，該芯片製造商的市值在六個交易日內縮水了近5700億美元。Benzinga表示，蘋果在人工智能基礎設施方面的謹慎支出或許正爲其帶來利多。
Tough reviews of the foldable iPhone Duo haven't shaken Apple's bulls, according to Yahoo Finance. 24/7 Wall St. noted that Apple trades at about twice Nvidia's forward price-to-earnings ratio, so a market-cap lead could prove short-lived.
據雅虎財經報導，關於可摺疊iPhone Duo的負面評價並未動搖蘋果的多頭信心。24/7華爾街指出，蘋果的市盈率約爲輝達前瞻市盈率的兩倍，因此其市值領先優勢可能難以持久。
The iPhone Duo, Apple's First Foldable, Hits Stores Today
蘋果首款可摺疊手機iPhone Duo今日上市
The iPhone Duo goes on sale today after pre-orders sold out within moments on Oct. 16 and shipping dates slipped to Nov. 16 and Nov. 23, according to AppleInsider. It said Apple is believed to have made fewer iPhone Duos than normal, so the sellout is harder to read, but that stores will have at least some stock today. The phone will not appear in Apple's fiscal fourth quarter, which ended Sept. 26.
據AppleInsider報導，iPhone Duo於10月16日開啓預售，但短短數小時內即告售罄，發貨日期也因此推遲至11月16日和11月23日。該媒體稱，蘋果此次生產的iPhone Duo數量似乎少於往常，因此售罄現象更難解讀，不過各門店今天至少會備有一些庫存。這款手機將不會計入截至9月26日的蘋果公司第四財季。
Apple to Report Fiscal Fourth-Quarter Results Nov. 2
蘋果將於11月2日公佈第四財季業績
Apple is due to report its fourth-quarter results after the market closes on Nov. 2. Analysts estimate earnings per share of $1.98 on revenue of $113.23 billion. Apple has guided to revenue growth of 9% to 11% and a gross margin of 47% to 48%. In the third quarter, Apple reported earnings per share of $2.02, beating the consensus estimate of $1.89, and revenue of $109.42 billion, beating the consensus estimate of $108.65 billion.
蘋果公司將於11月2日收盤後公佈其第四季度業績。分析師預計，該公司每股收益爲1.98美元，營收爲1132.3億美元。蘋果公司此前預計營收將增長9%至11%，毛利率爲47%至48%。在第三季度，蘋果公司公佈的每股收益爲2.02美元，高於市場普遍預期的1.89美元；營收爲1094.2億美元，也高於市場普遍預期的1086.5億美元。
What to Watch: December Quarter Outlook, iPhone Demand and Margins
值得關注：12月季度展望、iPhone需求與利潤率
Investors will be closely tracking Apple's December-quarter guidance, since the iPhone Duo launches in it and sales of the iPhone 18 Pro, which Apple launched in September, will run the full quarter. JPMorgan analyst Samik Chatterjee expects December-quarter earnings per share of $2.81, about 4% below the consensus estimate of $2.92, and about 8.5 million iPhone Duo units. Gross margin will also be in focus.
投資者將密切關注蘋果公司12月季度的業績指引，因爲iPhone Duo將在該季度上市，而蘋果於9月推出的iPhone 18 Pro也將實現全季銷售。摩根大通分析師薩米克·查特吉預計，12月季度每股收益爲2.81美元，較市場普遍預期的2.92美元低約4%，iPhone Duo的銷量約爲850萬部。此外，毛利率也將成爲市場關注的焦點。
Apple guided to 47% to 48% for the fourth quarter, down from 50.1% in the third quarter, which included about 2 points from tariff refunds, while citing memory costs and supply constraints. Services growth and any update on the planned December launch of Apple Intelligence in China will also be watched.
蘋果預計第四季度的增長率爲47%至48%，低於第三季度的50.1%，其中約有2個百分點來自關稅退稅，同時提到了內存成本和供應限制。市場還將關注服務業務的增長情況，以及有關蘋果智能在中國計劃於12月推出的最新進展。
Apple Shares Trade Flat
蘋果股價持平
AAPL Price Action: At the time of publication, Apple shares are trading 0.26% lower at $347.31, according to data from Benzinga Pro.
AAPL股價走勢：據Benzinga Pro數據顯示，截至發稿時，蘋果股價下跌0.26%，報347.31美元。 (Benzinga)