Apple's quarterly results on Thursday are expected to show the company can spark a strong iPhone upgrade cycle even without the flashy artificial intelligence tools it has been slow to release, a delay that has dulled its appeal on Wall Street.

苹果公司将于周四公布季度业绩，预计将显示该公司即使没有推出姗姗来迟的炫目人工智能工具，也能引发强劲的iPhone升级周期—— 正是人工智能工具的发布延迟削弱了其在华尔街的吸引力。

The consumer tech giant's new iPhone 17 lineup that launched on September 19 has drawn strong early demand in crucial markets, including the U.S. and China, as a sharper display, larger storage options and an upgraded processor attract buyers.

这家消费科技巨头于9月19日发布的新款iPhone 17系列在关键市场（包括美国和中国）吸引了早期强劲需求， 更清晰的显示屏、更大的存储选项和升级的处理器吸引了买家。

While the July–September period captured only a few days of the new iPhone sales, the trend bodes well for the holiday quarter - Apple's most lucrative as many consumers upgrade their devices then.

尽管7月至9月期间仅涵盖了新iPhone销售的几天， 但这一趋势预示着节日季度的良好表现——苹果公司节日季度利润最丰厚，因为许多消费者会在那时升级设备。

The numbers have also eased some fears that the company may fall behind rivals, such as Samsung Electronics, which have been quicker to refresh their devices with AI features.

这些数字也缓解了人们对该公司可能落后于竞争对手的担忧，比如三星电子， 这些公司一直在更快地更新其具有人工智能功能的设备。

Apple shares clocked their best quarterly gain in more than two years in the July-September period, rising 24%. The iPhone maker also became just the third company to hit $4 trillion in market value on Tuesday, but its stock still trails other members of "Magnificent Seven" for the year, for being an AI laggard.

苹果股价在7月至9月期间创下两年多来的最佳季度涨幅，上涨了24%。 这家iPhone制造商周二还成为第三家市值达到4万亿美元的公司， 但由于在人工智能领域落后，其股票今年仍落后于“七巨头”的其他成员。

Overall, Wall Street estimates that iPhone sales rose 8.6% to $50 billion, a record for the July-September period, which marks Apple's fiscal fourth quarter, according LSEG-compiled data.

根据伦敦证券交易所集团汇编的数据，华尔街总体预计，iPhone销售额增长8.6%，达到500亿美元，创下7月至9月期间的纪录， 这标志着苹果的第四财季。

Total revenue likely rose 7.6% to $102.17 billion, while profit would total $1.77 per share. The company, which has been moving more U.S.-bound iPhone production to India to offset tariff impacts, said in July it expects about $1.1 billion in costs from the duties in the period.

总收入可能增长7.6%，达到1021.7亿美元，而每股利润将达到1.77美元。 这家公司一直在将更多销往美国的iPhone生产转移到印度，以抵消关税影响， 它在7月份表示，预计本季度的关税成本约为11亿美元。

Some analysts said investors would also look for clarity on its AI plans after reports on high-profile departures, though Apple has delayed the rollout of its AI-powered Siri to 2026.

一些分析师表示，在有报道称高端人才离职后，投资者还希望清楚地了解其人工智能计划， 尽管苹果已将其人工智能驱动的Siri的发布推迟到2026年。

"They're clearly challenged. They have not come up with any compelling offerings and they don't seem to have a strategy that's compelling enough to keep a lot of very high-end AI talent working there," said Bob O'Donnell, president at TECHnalysis Research.

TECHnalysis Research的总裁鲍勃·奥唐奈表示：“它们显然面临挑战。它们还没有拿出任何引人注目的产品，而且似乎也没有一个足够引人注目的战略来留住许多非常高端的AI人才。”