沉睡巨头苏醒！苹果股价创新高

Core Viewpoint - Apple's stock price surged nearly 4%, reaching an all-time high, primarily driven by stronger-than-expected sales of the iPhone 17 series, which saw a 14% increase in sales compared to the previous generation in the first 10 days post-launch in China and the U.S. [1] Group 1: Company Performance - The iPhone 17 series is expected to lead to a significant upgrade cycle, with orders reportedly much stronger than those for the iPhone 16 [1] - Apple's upcoming Q4 earnings report on October 30 will include initial sales data for the iPhone 17, reflecting its performance in the first few weeks [1] Group 2: Industry Impact - The release of new Apple products is anticipated to create investment opportunities for companies in the Apple supply chain, with potential increases in orders and performance for related firms [1] - As of the end of September, Apple-related stocks accounted for 43.43% of the electronic ETF (515260), indicating a strong correlation between Apple's performance and the broader supply chain [1] - Continuous hardware innovation and the synergy with AI are expected to drive a new development cycle in the Apple supply chain, enhancing both current valuations and future performance [1] Group 3: Stock Movements - On October 21, stocks within the Apple supply chain experienced significant gains, with the electronic ETF (515260) rising by 1.71% and recovering its 5-day moving average [1] - Notable stock performances included a rise of over 7% for Wentech Technology and more than 5% for Luxshare Precision, with other companies like GoerTek, Jiangbo Long, and Lens Technology also seeing increases of over 4% [2] Group 4: ETF Composition - The electronic ETF (515260) tracks the electronic 50 index, heavily weighted towards semiconductor and consumer electronics sectors, including AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB) [4] - The top ten weighted stocks in the ETF include notable companies in the semiconductor space, reflecting current market trends and investor interest [4]