iPhone 17需求强劲，苹果大涨创2025年来新高

Core Viewpoint - The strong demand for the newly launched iPhone 17 has led to extended shipping times, igniting market enthusiasm and pushing Apple's stock price to a new high since 2025, with a 4.3% increase on September 22, reaching $256.64 [1][3]. Group 1: Demand and Market Performance - The shipping times for the iPhone 17 are longer than those for the iPhone 16, indicating that demand exceeds Apple's initial supply [3]. - The strong performance of the iPhone 17 is providing significant support for Apple to regain momentum in the competitive smartphone market, particularly highlighted by robust demand in China [3][5]. - Apple's stock recorded a 4.3% increase on a single day, making it one of the best-performing stocks on the Nasdaq Composite, contrasting sharply with its earlier volatility in 2025 [3]. Group 2: China Market Insights - The Chinese market is identified as a key growth engine for Apple, with strong demand for the iPhone 17 being a positive signal despite competition from local brands like Huawei and Xiaomi [4][5]. - The 15% government subsidy in China is seen as a significant factor boosting iPhone 17 sales in the region [5]. - Analysts predict that the negative growth trend in China will turn positive in fiscal year 2026, supported by the strong demand for the iPhone 17 [5]. Group 3: Long-term Business Implications - The robust demand for iPhones is expected to provide long-term benefits for Apple's services business, which is one of the company's highest-margin segments [5]. - The recent antitrust ruling allowing Apple to continue its revenue-sharing agreement with Alphabet's Google is seen as additional long-term support for its services business [5].