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苹果市值反弹背后:iPhone 17热销与AI焦虑并存

Core Viewpoint - After the launch of the iPhone 17, Apple's stock price increased, recovering all losses for 2025 within two trading days, indicating strong market demand for its new products [1] Group 1: Stock Performance - As of Monday's close, Apple's stock rose by 4%, with a year-to-date increase of over 2%, making it one of the latest large tech companies to return to growth [1] - Despite the recent recovery, Apple's stock performance in 2025 still lags behind other large tech companies, primarily due to lower investments in AI chips and data centers compared to competitors [1] Group 2: Product Launch - Apple launched new products including the iPhone, Apple Watch, and AirPods, with the mid-range $999 iPhone Air featuring a significant design overhaul for the first time in years [1] - Early order wait times for the new iPhone suggest strong demand, particularly in the Chinese market [1] Group 3: Competitive Concerns - Apple has delayed a key upgrade to its Siri assistant until 2026, raising concerns about its integration of AI technology compared to competitors like Google and Microsoft [1]