Core Viewpoint - Apple's stock price reached an all-time high, leading to significant gains in its supply chain stocks in both A-shares and Hong Kong markets [1][3]. Group 1: Market Performance - As of October 21, A-share Apple supply chain stocks showed strong performance, with companies like Lianxu Electronics hitting the daily limit [1]. - In the Hong Kong market, Apple-related stocks surged, with Foxconn Index rising nearly 6% and Apple Index increasing by about 5% [1]. - The FTSE China A50 Index futures rose over 2% in the afternoon [1]. Group 2: Sales Data - Counterpoint Research reported that iPhone 17 series sales in the first 10 days post-launch increased by 14% compared to the iPhone 16 series, with the standard version in China nearly doubling in sales [3]. - On October 20, during the Tmall Double 11 pre-sale, Apple's iPhone series achieved sales exceeding the total for the previous year within the first hour [3]. Group 3: Analyst Insights - Analysts believe that the long-term investment value of Hong Kong stocks is becoming apparent, presenting a good entry point for investors [4]. - The Chief Investment Officer of DBS Bank noted that Chinese tech companies are still significantly undervalued compared to their U.S. counterparts, indicating potential for substantial capital inflow into the Chinese stock market [4]. - A 1% reallocation of U.S. market funds to China could increase the market capitalization of Chinese stocks by 21% [4].
苹果概念股大涨,蓝思科技涨近8%,中国果粉买爆iPhone 17
21世纪经济报道·2025-10-21 05:21