Apple(US:AAPL) 智通财经网·2025-09-30 04:43Core Viewpoint - Bank of America highlights strong demand for Apple's iPhone 17 series, despite initial user criticism regarding lack of standout features, driven by significant upgrades in AI capabilities and key performance metrics [1][2] Group 1: iPhone 17 Demand and Delivery - The delivery cycle for the iPhone 17 series is significantly longer than last year's models, indicating strong demand, with the average delivery time around 19 days compared to 5 days for the iPhone 16 series [2][3] - In China, the standard iPhone 17 has a delivery time of up to 25 days, while other international regions average about 18 days, reflecting robust demand [3] - The iPhone 17 Pro and Pro Max models have delivery times similar to last year, with Pro Max slightly longer at 21 days, while the Pro model remains at 14 days [3] Group 2: Market Sentiment and Stock Performance - Apple's stock has rebounded over 10% since September, driven by strong iPhone 17 demand and market optimism regarding its potential benefits from the AI sector, with analysts projecting a target price of $300 [2] - As of the latest market close, Apple's stock price was $254.43, with a market capitalization of $3.8 trillion, ranking just behind Nvidia and Microsoft [2] Group 3: AI Market Potential - Bernstein's report anticipates a massive $1 trillion opportunity in AI inference systems by 2030, benefiting large tech companies like Apple focused on IT hardware and consumer electronics [1][5] - The AI infrastructure market is expected to see exponential growth, with Nvidia's CEO predicting AI infrastructure spending could reach $3 trillion to $4 trillion by 2030 [5][6] - Apple is positioned as a key player in the AI inference revolution, with its extensive ecosystem of 2.35 billion active devices providing a significant advantage for integrating AI capabilities [6][7]