基本面角度看,2023财年,苹果公司实现营收总额3833100 million US dollars, year-on-year growth-2.8%; Net profit attributable to the parent company970100 million US dollars, year-on-year growth-2.81%。两项核心指标来看,苹果公司的业绩面确实如巴克莱银行所说“存在颓势”。但是,需要注意到,苹果公司的营收和净利润的绝对值依然处于相对高位。其他经营指标来看,毛利率44.13%,净利率25.31%,业务及行业利润空间丰厚。资产负债率82.37%, much higher than60%的警戒线,需对此保持警惕。综合多项指标来看,苹果公司的基本面数据整体表现良好,但短期的经营困境也非常显著。
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