Xin Lang Ji Jin·2025-10-21 02:06Core Insights - 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 its predecessor in the first 10 days of launch in China and the U.S. [1] - IDC indicates that this quarter is exceptionally strong for Apple, with iPhone 17 orders significantly surpassing those of the iPhone 16, igniting the strongest upgrade cycle in recent years [1] - Apple is set to release its Q4 earnings report on October 30, which will include initial sales data for the iPhone 17 [1] - Industry experts highlight that this year is a pivotal one for Apple, with upgrades across its product lines, suggesting potential investment opportunities in the supply chain as new product sales and innovations exceed expectations [1] - As of September, Apple-related stocks accounted for 43.43% of the electronic ETF (515260) components, indicating a strong correlation between Apple's performance and its supply chain stocks [1] - According to招商证券, Apple is expected to lead innovation in the AI era, creating new growth opportunities for its supply chain and enhancing both current valuations and future earnings [1] Market Performance - On October 21, Apple supply chain stocks showed strong performance, with the electronic ETF (515260) rising 1.71% and recovering its 5-day moving average [2] - Notable gains were observed in individual stocks, including a more than 7% increase in闻泰科技, over 5% in立讯精密, and over 4% in歌尔股份,江波龙, and蓝思科技, among others [2] ETF Overview - The electronic ETF (515260) and its associated funds passively track the electronic 50 index, focusing on 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 such as寒武纪,工业富联, and海光信息, which are currently trending in the market [4]