Apple conference call: "Very open" attitude towards AI acquisitions, tariffs stimulate consumption contributing to 10% growth

Wallstreetcn
2025.08.01 03:31
portai
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The consumption stimulated by tariffs is mainly concentrated in two categories: iPhone and Mac, particularly evident in the U.S. market; good progress has been made in the development of "more personalized Siri," with these features set to be released next year; significant growth in capital expenditure is primarily driven by AI-related investments, and while capital expenditure will increase in the future, it "will not grow exponentially."