Core Insights - Apple's market value dropped by $52.4 billion overnight after the fall product launch event, but the stock price rebounded after the iPhone 17 series pre-sale began in China [1][4] - The iPhone 17 series is showing strong pre-sale performance, with sales volume surpassing the previous generation iPhone 16 series [1][3] - The base model iPhone 17 is expected to be the most popular among consumers due to significant upgrades while maintaining the same price [3] Sales Performance - On September 12, the iPhone 17 series pre-sale on JD.com exceeded last year's total sales within one minute, setting a new sales record [1] - The iPhone 17 series achieved over 2 million reservations within 6 hours of opening pre-orders [1] - The iPhone 17 256GB model became the most popular variant, with reservation numbers significantly higher than the previous generation [1][3] Market Challenges - Despite strong pre-sale data, analysts express concerns about Apple's future growth in China due to local competitors offering AI features tailored to the market [4][5] - Apple's lack of significant AI updates during the launch event has been noted as a potential challenge for its market position [3][5] - The iPhone Air model's delayed launch in China raises uncertainties about the new series' overall sales performance [5]
市值一度蒸发超500亿,苹果股价终于涨回发布会当天