Apple stock has rallied in the two days following the release of its new iPhones, erasing the company's 2025 losses. With an around 4% gain on Monday, Apple stock is now up slightly more than 2% for t... ...

VCG / VCG / Getty Images With Monday's gains, shares of Apple moved back into positive territory for the year. Key Takeaways Wedbush analysts raised their price target for Apple's stock over the weekend, pointing to signs of stronger-than-expected demand for the iPhone 17. "The Street is clearly underestimating this iPhone cycle,” the analysts said, after a launch that raised worries among analysts that many consumers could wait for bigger design changes and AI features. Wedbush said the stock could ...

Apple (AAPL) is the world's most recognizable consumer products brand and could be best known as the world's most valuable company for much of the past couple of decades. Of course, the rise of artificial intelligence (AI) and surging market capitalizations among companies in this space have changed the dynamics around how Apple is valued relative to other mega-cap tech behemoths. But it's also true that long-term investors who have stuck with this name have done screamingly well (just check out the stock ...

股价表现 - 新款iPhone发售两个交易日内公司股价持续上涨并抹去2025年全年跌幅 [2] - 周一单日股价上涨4% 推动年内涨幅略超2% [2] - 公司成为最后一家实现年内股价转涨的科技巨头企业 [2] 新产品发布 - 上周五发售新款iPhone Apple Watch及AirPods三大产品线 [2] - iPhone Air作为售价999美元的中端机型实现多年来首次重大外观重塑 [2] - 新款AirPods Pro 3具备自动语音文本翻译功能 [3] - 新款Apple Watch通过机器学习技术提供高血压风险预警功能 [3] 市场需求 - 前期预售等待时间显示该系列机型需求旺盛 [2] - 截至9月22日iPhone 17发货周期达18天 较去年iPhone 16的10天显著延长 [2] - 关键市场预售情况反映强劲需求 [2] 行业竞争态势 - 2025年至今公司在大型科技企业中表现仍处于落后地位 [3] - 人工智能芯片和数据中心投入规模远低于竞争对手 [3] - Siri语音助手关键升级推迟至2026年引发市场担忧 [3] - 人工智能技术整合进程被认为落后于谷歌微软等企业 [3]

iPhone 17需求表现 - iPhone 17系列首周末需求信号非常强劲 在线订单等待时间普遍高于一年前水平[2] - 美国市场Pro机型最受欢迎 T-Mobile销售中75%为Pro或Pro Max机型[3] - T-Mobile实现有史以来最大iPhone周末销量 较去年同期增长双位数百分比[3] 区域市场特征 - 中国市场基础版iPhone 17需求激增 等待时间最长[4] - 基础版机型符合政府补贴资格 消费者实际可获得15%折扣[4] - 公司已要求供应商增加基础版生产量以应对中国意外需求[4] 产品结构分化 - iPhone Air机型供应充足 可能不如其他型号受欢迎[5] - 公司重点聚焦设计、电池寿命和摄像头功能 而非人工智能功能[5] 销售预期 - iPhone 17在12月季度预计较去年iPhone 16增长5%[5] - 苹果公司股价年内首次转涨[1]

Key Points iPhone 17 demand may be up 20% to 30% over iPhone 16 demand from last year. Consumers seem to be more interested in buying cheaper trims of the iPhone 17. Earnings forecasts could still be conservative for Apple. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) jumped this morning after a couple bits of scuttlebutt leaked regarding the popularity of the new iPhone 17... alongside a positive note from investment bank Wedbush. As of noon ET, Apple stock is up 4.3%. ...

产品发布与设计特点 - 公司于9月25日新品发布会前通过社交平台发布小米17标准版真机外观图 预热发布会[1] - 产品延续6.3英寸"黄金尺寸"小直屏设计 为小米13系列起第四代迭代机型[1] - 采用超椭圆R角设计与1.18mm行业最窄边框工艺 实现屏占比与视觉观感双重突破[1] - 采用纯直屏方案 相较iPhone等2.5D曲面屏机型提升贴膜便利性并降低屏幕碎裂风险[1] - 机身厚度控制在8.06mm 重量仅191g 配合四微曲包裹式中框微弧过渡设计[1] - 背部相机模组引入iPhone同款冷雕玻璃工艺 通过整块玻璃一体成型打造无接缝质感[3] 产品系列与市场定位 - 小米17系列推出三款机型：标准版定位"史上最强小屏旗舰"[3] - Pro版主打"小尺寸科技影像巅峰"[3] - Pro Max版以"顶级影像科技旗舰"姿态冲击高端市场[3]

iPhone 17需求表现 - iPhone 17初期需求强劲 交货时间高于去年iPhone 16 [1][2] - 中国地区iPhone 17交货时间最长 其他地区交货时间也出现延长 [2] - iPhone 17 Pro和Pro Max交货趋势与去年机型基本一致 [2] 销量预测与升级周期 - iPhone 17实际销量较iPhone 16同期领先10%-15% [4] - 全球15亿iPhone用户中3.15亿人过去四年未升级设备 形成积压需求 [4] - 2026财年iPhone销量预计达2.4-2.6亿部 高于市场保守预测的2.3亿部 [4] 中国市场动态 - 中国市场需求强劲 可能抵消近年负增长趋势 [5] - 苹果抓住中国市场反弹机遇 需求问题得到改善 [5] 人工智能战略 - 苹果在人工智能领域处于领先地位 [1] - AI货币化未来数年可能为每股增加75-100美元价值 [5] - 全球24亿iOS设备和15亿iPhone用户构成最大消费级安装基础 [6] - AI溢价尚未充分体现在股价中 [7] 股价与评级 - 韦德布什将目标价从270美元上调至310美元 维持跑赢大盘评级 [1] - 美国银行维持买入评级 目标价270美元 [1] - 公司股价单日上涨3.83%至254.72美元 年内涨幅达4.37% [7] - 52周交易区间为169.21-260.09美元 [7]

Apple CEO Tim Cook joins Apple employees at the Apple store as customers line up for the release of Apple new iPhone 17 models in New York on Sept. 19, 2025.Apple shares have rallied in the two days since the company released new iPhones, and the stock has now erased its losses for 2025.With Apple's 4% gain on Monday, the stock is up a little over 2% for the year. It's the last of the tech megacaps to turn positive.On Friday, Apple released new iPhones, Apple Watch, and AirPods models on Friday. The new iPh ...

格隆汇9月22日｜苹果日内涨幅扩大至超4%。新一代iPhone 17系列上周正式发售后，市场对其需求的关 注度迅速升温。 ...