Ge Long Hui·2025-10-21 02:08Core Insights - Apple's stock price reached an all-time high, pushing its market capitalization close to $4 trillion, surpassing Microsoft to become the second-largest company in the U.S., only behind Nvidia [1] - The surge in Apple's stock is attributed to stronger-than-expected demand for the latest iPhone series, leading to optimistic expectations for a long-awaited upgrade cycle among consumers [1] - Counterpoint's report indicates that early sales of the iPhone 17 series in China and the U.S. are robust, with sales 14% higher than the iPhone 16 series, particularly noting that the basic iPhone 17 model nearly doubled its sales in China [1] Company Performance - The Apple-related stocks in the A-share market saw significant increases, with notable gains including: - Matrix Technology up 9.30% with a market cap of 6.289 billion - Inno Laser up 8.98% with a market cap of 6.185 billion - Huaxin Electronics up 7.80% with a market cap of 45.9 billion - Wenta Technology up 7.33% with a market cap of 50.7 billion - Tonglian Precision up 7.31% with a market cap of 8.412 billion [2] - Other companies such as Xinwei Communication, Luxshare Precision, and GoerTek also experienced gains ranging from 4.14% to 6.56% [2] Market Dynamics - The strong performance of the iPhone 17 Pro Max in the U.S. is driven by wireless carriers offering subsidies to attract high-value customers, while the basic iPhone 17 appeals to average consumers due to its balance of price and performance [1]