Group 1 - Apple's stock price reached a new high of $269.98, with a market capitalization surpassing $4 trillion, making it the third company to join the "trillion-dollar club" after Nvidia and Microsoft [1] - Since the launch of the latest iPhone series on September 9, Apple's stock has increased by approximately 13%, marking a shift from decline to growth for the first time this year [1] - Strong demand for the new iPhone has boosted market confidence and alleviated investor concerns regarding Apple's slower pace in the AI competition [1] Group 2 - The sales performance of the new iPhone series is the primary driver behind the rebound in Apple's stock price, with early sales in the U.S. and European markets up about 14% compared to the previous generation [2] - The iPhone remains Apple's most important profit engine, with hardware sales expanding the long-term user base and enhancing customer loyalty [2] - Analysts expect strong iPhone demand to lead to better-than-expected performance for Apple's September quarter, with a positive outlook for the December quarter [2] Group 3 - Apple is gradually restoring market trust through new product features and privacy computing strategies, with the latest iPhone integrating generative AI capabilities and higher-performance chips [3] - Unlike competitors focusing on cloud AI, Apple emphasizes localized computing and data privacy, aiming to balance user experience and data security [3] - Despite facing supply chain and cost challenges, Apple is absorbing some costs to maintain stable pricing, which may impact short-term profit margins but helps solidify its high-end market share [3]
挺进四万亿美元俱乐部!苹果凭新品热潮提振估值预期