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苹果与帕兰提尔盘前交易股价下跌,此前两家公司在盘后发布财报Apple and Palantir shares slide in premarket trading following post-bell earnings

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苹果和帕兰提尔周二在盘前交易中股价下跌。这家iPhone制造商正面临全球内存短缺以及争夺电脑组件的困境。

Apple and Palantir shares fell in premarket trading on Tuesday. The iPhone maker is reckoning with a global memory crunch and a scramble for computer components.

在苹果和帕兰提尔于周一收盘后公布财报后,两家公司的股价在周二盘前交易中下跌。

Apple Palantir shares fell in premarket trading Tuesday after both announced earnings after the bell on Monday.

这家iPhone制造商公布的第四季度营收好于预期,但在iPad销量上未达到预期,并发布了令投资者失望的利润率预测。

The iPhone maker reported better-than-expected revenue in its fourth-quarter earnings, but fell short of estimates on iPad sales and issued a margin forecast that disappointed investors.

帕兰提尔第三季度营收超出华尔街预期,其中美国商业营收首次超过政府营收。在盘前交易中,苹果股价最新下跌4.4%,帕兰提尔下跌6%。

beat Wall Street's third-quarter estimates with U.S. commercial revenue topping government for the first time. Apple was last trading 4.4% lower, and Palantir was down 6% in premarket trading.

苹果的这份财报是约翰·特纳斯(John Ternus)于9月接替蒂姆·库克(Tim Cook)担任首席执行官以来的首份财报。

Apple's earnings Apple's earnings were the first since John Ternus took over as CEO from Tim Cook in September.

在此之际,该公司正面临全球内存短缺以及争夺电脑组件的困境。该公司周日本周一表示,本季度的内存成本高于6月份的那段时期。

It comes as the company reckons with a global memory crunch and a scramble for computer components. The company said Monday that its memory costs were higher this quarter than in the June period.

尽管如此,特纳斯在一份声明中表示,苹果刚刚迎来了其“有史以来最好的财年”。他告诉CNBC的麦肯齐·西加洛斯(MacKenzie Sigalos),苹果的增长是在面临供应限制和外汇逆风的情况下实现的。

Despite that, Ternus said in a statement that Apple had just capped off its "best fiscal year ever." He told CNBC's MacKenzie Sigalos that Apple's growth came in spite of supply constraints and foreign exchange headwinds.

杠杆股份公司(Leverage Shares)高级研究分析师维奥莱塔·托多罗娃(Violeta Todorova)表示:“令人担忧的是盈利能力。管理层指出,内存是主要的压力来源,其次是推出Siri AI的成本。由于需求超出计划,内存短缺预计还将限制Mac和iPad的供应。”托多罗娃补充说,尽管该股在2026年已上涨25%,领先于其他大型科技股,但这种溢价导致“几乎没有容忍失望的空间”。

"The concern is profitability," said Violeta Todorova, senior research analyst at Leverage Shares. "Management pointed to memory as the main pressure, together with the cost of rolling out Siri AI. Memory shortages are also expected to limit Mac and iPad supply, as demand has run ahead of plans." While shares have risen 25% in 2026, ahead of other big tech names, that premium leaves "little room for disappointment," Todorova added.

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