Apple(US:AAPL) 券商中国·2025-10-21 04:40Core Viewpoint - The article highlights a significant surge in Apple-related stocks, driven by positive market sentiment and strong early sales of the iPhone 17 series, indicating a potential recovery in the consumer electronics sector [1][2][4]. Group 1: Market Performance - On October 21, Apple concept stocks experienced a collective rise, with related indices increasing nearly 3%. Notable gains included Fuliwang rising over 12% and Huanxu Electronics hitting the daily limit [1]. - Following a strong performance in the U.S. market, where Apple shares rose approximately 4% to a record high of $262.24 per share, the total market capitalization reached $3.89 trillion, surpassing Microsoft [4]. Group 2: Sales Data and Analyst Insights - Counterpoint Research reported that early sales of the iPhone 17 series in China and the U.S. were robust, with sales 14% higher than the iPhone 16 series. The basic model saw nearly double the sales in China, while the iPhone 17 Pro Max experienced rapid demand growth in the U.S. [2][4]. - Melius Research analysts noted that Apple has one of its strongest long-term product roadmaps in years, with expectations for new product categories to drive revenue and profit growth [5]. Group 3: Market Sentiment and Structural Changes - Analysts observed a shift in market sentiment due to easing trade tensions, leading to a notable recovery in risk appetite. This was reflected in the performance of various indices, with the ChiNext Index rising over 3% [7]. - The article discusses the potential for a structural change in the market, suggesting that the recent adjustments may not solely be due to trade relations but also reflect deeper economic factors [8][9].