Apple(US:AAPL) 证券时报·2025-09-13 03:30Core Viewpoint - The pre-sale of the iPhone 17 series has exceeded market expectations, showcasing Apple's strong brand appeal in the high-end smartphone market [2]. Group 1: Pre-sale Performance - The iPhone 17 series has surpassed 7 million reservations globally, with the standard model being the most popular [1]. - As of the latest updates, all models of the iPhone 17 series have sold out, with over 2 million reservations on JD.com alone [4]. - Delivery times for the iPhone 17 series have been pushed to after October 15, indicating high demand [4][3]. Group 2: Product Features and Innovations - The iPhone 17 series features significant upgrades, including the A19/A19 Pro chip with AI computing power reaching 45 TOPS, enhancing on-device AI capabilities [11]. - The Pro series now includes a 48-megapixel rear camera and a new 2TB storage option for the iPhone 17 Pro Max, with the base model starting at 256GB [11]. - The iPhone 17 standard version supports a direct discount of 500 RMB under the "National Subsidy" program [12]. Group 3: Market Reaction and Stock Performance - Following the iPhone 17 series launch, Apple-related stocks in the A-share market have shown strong performance, with several stocks hitting their daily limit [14]. - Analysts believe that the iPhone 17 series marks the beginning of a strong product cycle for Apple, with expectations for continued innovation, including the upcoming iPhone Air and potential foldable models [15][16].