iPhone17点燃换机潮，这些公司“实锤”进入供应链

Group 1 - The iPhone 17 series is experiencing strong early sales in both China and the US, with sales 14% higher than the iPhone 16 series, and the basic model's sales in China nearly doubling [1] - The delivery times for the iPhone 17 have increased by approximately 13% compared to last year, indicating a potential "upgrade cycle" as longer delivery times typically correlate with better product cycles [1] - Apple's stock rose about 4%, reaching a historic high with a market capitalization of $3.89 trillion, surpassing Microsoft to become the second-largest company in the US by market value [1] Group 2 - On the first day of pre-sales for the iPhone 17, sales exceeded the total sales of the previous year within just one minute, setting a new sales record [3] - The current "upgrade wave" is attributed to enhancements in core hardware aspects such as appearance, heat dissipation, and battery life in the iPhone 17 series [3] - Apple has successfully restructured its product lineup, with the standard version addressing high refresh rate shortcomings, the Air version redefining lightweight flagship standards, and the Pro series pushing performance boundaries [3] Group 3 - Apple COO Sabih Khan visited Lens Technology to observe the manufacturing process of the iPhone 17, highlighting the company's focus on smart manufacturing practices [4] - The market is closely monitoring opportunities within the Apple supply chain, with multiple Apple-related stocks receiving significant institutional attention since August [4] - The iPhone 17 series features comprehensive upgrades in chips, heat dissipation, and sensors, leading to expectations of better-than-expected performance from the supply chain [4]