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港股“子”曰 | 苹果17 为何卖得那么好?
Mei Ri Jing Ji Xin Wen· 2025-10-21 08:44
Group 1 - Apple's stock price surged nearly 4%, reaching a historical high and a total market value of $3.89 trillion, surpassing Microsoft to become the second-largest company globally, only behind Nvidia [1] - The strong sales of the iPhone 17, which sold approximately 14% more units in its first 10 days compared to the iPhone 16 in both the US and China, contributed significantly to this stock performance [1] - The design changes in the iPhone 17, which are more pronounced than those in previous models, are believed to be a key factor driving consumer demand [2] Group 2 - Apple is set to announce its Q4 fiscal year 2025 earnings on October 30, which will include sales data for the new iPhone [3] - The stock performance of Apple is expected to positively impact its supply chain companies listed in the Hong Kong market, such as Sunny Optical Technology and Luxshare Precision, which are significant partners of Apple [4] - Recent trends indicate that these supply chain companies have been in a state of adjustment since September, and a sustained increase in Apple's stock could provide a positive stimulus for them [4]