TRIPP MICKLE2025年8月1日投资者担心，苹果在将人工智能整合到产品方面进展缓慢。 Karsten Moran for The New York TimesThe tech industry has spent much of the past week boasting about how artificial intelligence is boosting sales. Then there’s Apple.过去一周，科技行业在大部分时间里炫耀人工智能如何提振销售额。但苹果公司的情况却有所不同。The iPhone maker, which has been slow to release A.I. products, reported on Thursday that revenue increased 9.6 percent in the most recent quarter to $94.04 billion behind sales of legacy businesses like the iPad, Mac and App Store. The familiar products lifted profits 9 percent from a year earlier to $23.43 billion, surpassing the company’s record for the quarter, which was set in 2021.这家iPhone制造商在人工智能产品的发布上一直动作迟缓。周四，该公司公布，最近一个季度的营收同比增长9.6%，达到940.4亿美元，得益于iPad、Mac和App Store等传统业务的销售。这些经典产品推动利润同比增长9%，至234.3亿美元，超过了该公司2021年创下的同期纪录。Apple benefited from a rush by U.S. customers to buy iPhones and Macs before tariffs increased prices. The purchases helped lift iPhone sales in the most recent quarter more than 13 percent to $44.58 billion. The company also reported double-digit sales growth for the Mac.美国消费者赶在关税上调前抢购iPhone和Mac，苹果为此受益。这推动最近一个季度的iPhone销售额增长逾13%，达到445.8亿美元。该公司还报告Mac的销售额实现了两位数增长。During a call with analysts, Tim Cook, Apple’s chief executive, said one percentage point of its 10 percent increase in quarterly sales could be attributed to people who bought products earlier than they normally would have. The company said it expected to increase its revenue in the current quarter by 4 to 9 percent.在与分析师的电话会议上，苹果首席执行官蒂姆·库克表示，该季度10%的销售额增长中，有1个百分点要归功于那些比平时提前购买产品的消费者。苹果称，预计本季度营收将增长4%至9%。The results blew past expectations. Wall Street analysts had predicted quarterly sales of $89.34 billion and profit of $21.43 billion. The company’s shares rose more than 3 percent in after-hours trading.这一业绩远超预期。华尔街分析师此前预测，该季度销售额为893.4亿美元，利润214.3亿美元。公司股价盘后上涨逾3%。Long a stock market leader, Apple has become a laggard this year. Investors have been disappointed by its failure to release compelling A.I. products, troubled by its exposure to tariffs on smartphones made abroad and concerned about how global antitrust actions could cut into its sales. Shares of the company have fallen 15 percent this year, even as the tech-heavy Nasdaq index has increased 9.5 percent.长期以来，苹果一直领跑股市，但今年却成了落后者。投资者对其未能推出有吸引力的人工智能产品感到失望，对其在海外生产的智能手机可能面临关税心存忧虑，并担心全球反垄断行动可能影响它的销售额。尽管以科技股为主的纳斯达克指数上涨了9.5%，但苹果股价今年已下跌15%。“The perception is Apple is missing the boat on this A.I. revolution,” said Mike Frazier, chairman of Bedell Frazier Investment Counselling, an Apple investor. “They have to show that they’re willing to invest in this and have a clear, innovative strategy.”“人们认为苹果在这场人工智能革命中错失了机会，”持有苹果股票的贝德尔·弗雷泽投资咨询公司董事长迈克·弗雷泽表示，“他们必须表明自己愿意在这方面投资，并拥有清晰、创新的战略。”Apple usually spends its summer building anticipation for its next iPhone release, which comes each fall. But its promotion of a new software aesthetic in June was overshadowed by its executives’ apologies in media interviews because the company had failed to release an upgraded version of its virtual assistant, Siri, with generative A.I. They said it didn’t meet the company’s quality standards and needed improvement.苹果通常会在夏季为每年秋季推出的新款iPhone造势。但今年6月，该公司对新软件美学的宣传却因高管们在媒体采访中的道歉而黯然失色——因为公司未能推出带有生成式人工智能的虚拟助手Siri升级版。他们表示，该版本未达到公司的质量标准，需要改进。Mr. Cook said Apple was making “good progress on a more personalized Siri” and expected to release the product next year. He added that the company was significantly increasing its investment in A.I. and allocating more people to work on A.I.库克称，苹果在“更个性化的Siri”方面取得了“良好进展”，预计明年推出该产品。他还说，公司正大幅增加在人工智能方面的投资，并调配更多人手从事相关工作。“We’re putting all of our energy behind it,” he said. “We have an exciting road map ahead.”“我们正全力以赴推进此事，”他说，“我们有一个令人兴奋的未来规划。”The product woes have been compounded by President Trump’s trade policies. Apple said U.S. tariffs of 30 percent on Chinese imports had added $800 million in costs in the quarter. The company expects the costs to increase to $1.1 billion in the current quarter.特朗普总统的贸易政策让苹果的产品问题雪上加霜。苹果表示，美国对中国进口商品征收30%的关税在本季度增加了8亿美元成本。该公司预计本季度成本将增至11亿美元。Apple still makes most of its iPhones in China but has intensified its efforts to shift production to India. In the most recent quarter, the percentage of iPhones exported to the United States from India rose to 44 percent, up from 13 percent in the previous quarter, said Canalys, a market research firm.虽然苹果的iPhone仍主要在中国制造，但已加大努力将生产转移到印度。市场研究公司Canalys表示，最近一个季度，从印度出口到美国的iPhone比例从上一季度的13%升至44%。Apple’s shift to India has irritated Mr. Trump, who wants iPhones made in the United States. In May, a month after granting Apple a reprieve from some tariffs, he threatened to put a 25 percent tariff on smartphones made anywhere outside the United States.苹果向印度转移生产的做法惹恼了特朗普，他希望iPhone在美国制造。今年5月，在给予苹果部分关税宽限期一个月后，他威胁要对所有境外生产的智能手机征收25%的关税。The company is facing separate challenges in China. Domestic companies like Huawei and Xiaomi continue to cut into Apple’s share of the world’s largest smartphone market, and Beijing is battling tepid consumer spending. Apple said on Monday that it would, for the first time, close a store in China, where it began retail operations in 2008.苹果在中国市场也面临挑战。华为、小米等中国本土企业持续蚕食苹果在这个全球最大智能手机市场的份额，而且中国政府正应对消费者支出疲软的问题。苹果周一表示，自2008年开始在华开展零售业务以来，将首次关闭在中国的一家门店。In its most recent quarter, Apple said, sales in China rose 4.4 percent to $15.37 billion. It was its first increase in six quarters but still below its 2023 sales record for the quarter.苹果称，最近一个季度在中国的销售额增长4.4%，达到153.7亿美元。这是六个季度以来的首次增长，但仍低于2023年同期的销售纪录。Apple’s services business, which includes sales from the App Store, Apple Pay and Apple Music, continues to grow. The company said sales had risen 13.3 percent to $27.42 billion.苹果的服务业务，包括App Store、Apple Pay和Apple Music的销售额持续增长。该公司表示，这部分销售额增长13.3%，达到274.2亿美元。But Apple’s services business could lose one of sources of revenue — the $20 billion that Google pays annually to be the automatic search engine on iPhone web browsers. A federal judge ruled last year that Google had broken the law to maintain a search monopoly. The judge is considering restricting payments to Apple to address Google’s illegal behavior. A decision is expected in August.但苹果的服务业务可能会失去一个收入来源——谷歌为成为iPhone网页浏览器的默认搜索引擎而每年支付的200亿美元。一名联邦法官去年裁定，谷歌为维持搜索垄断地位而违反了法律。法官正考虑限制对苹果的支付，以解决谷歌的违法行为。裁决预计将于8月作出。Tripp Mickle为时报报道苹果公司和硅谷新闻，常驻旧金山。他对苹果公司的关注包括产品发布、制造问题和政治挑战。他也报道整个科技行业的趋势，包括裁员、生成式AI和机器人出租车等。翻译：晋其角点击查看本文英文版。