智通财经APP获悉，Wedbush发表研报，将苹果(AAPL.US)目标价从320美元上调至350美元，并维持"跑 赢大盘"评级。同时，苹果继续入选"IVES AI 30"赢家榜单。 以Dan Ives为首的分析师团队表示："我们将目标价从320美元上调至350美元，核心依据是2026年将成 为苹果真正投身人工智能(AI)革命的元年。此外，我们认为iPhone 17的销售势头将延续至年末，中国市 场表现同样亮眼。苹果在2025年第四季度的业绩增长预计将超越华尔街预期，即将到来的假日购物季也 有望为其业绩再添助力。" 分析师补充指出，苹果已着手梳理并制定未来一年的全面AI战略，在这一关键领域的新领导层布局， 标志着公司战略转型的开端。他们强调，2026年初苹果若能正式宣布与谷歌(GOOGL.US)旗下Gemini达 成AI领域合作，将成为两家公司未来发展的关键转折点，这也是检验苹果AI战略成效的重要时刻。 Ives团队称："当前苹果面临的核心挑战，仍是外界对其AI战略的认知空白。凭借全球规模最大的24亿 台iOS设备及15亿部iPhone用户基数，苹果已到加速推进AI业务的关键节点。" 分析师还表示："我们认为 ...

Core Insights - Apple's stock price surged by 3.9% to $262.24, reaching a historical high since December 2024, with a market capitalization increase of $147.5 billion, totaling $3.89 trillion, making it the second-largest company in the U.S. by market cap, following Nvidia [1] - Strong sales of the iPhone 17 series in both China and the U.S. have led to increased optimism in the market, with a 14% year-over-year sales growth compared to the iPhone 16 series [1][4] - Analysts express confidence in Apple's performance in China, indicating that the iPhone 17 series could drive steady revenue growth for the company [4] Sales Performance - The iPhone 17 series has shown robust sales momentum, particularly the standard version, which is noted for its attractive price-to-performance ratio [4] - Apple's annual shipment forecast for the iPhone 17 series has been raised from 88 million to 94 million units since its launch on September 10 [5] - The iPhone 17 series dominated the top three spots in a recent sales ranking during the "Double 11" shopping festival in China [2] Market Sentiment - The positive market sentiment has led to a rebound in A-share Apple concept stocks, with several companies experiencing significant gains [1] - Loop Capital upgraded its rating on Apple from "hold" to "buy," raising the target price to $315, indicating a potential upside of about 20% from the current price [5] Valuation Concerns - Some analysts question whether the current enthusiasm for the iPhone 17 series can sustain Apple's high valuation, as the company's price-to-earnings ratio exceeds 32, significantly higher than the 10-year average of 22 [6] - Among 33 analysts tracking Apple, 20 recommend buying, while 11 suggest holding, indicating a mixed outlook on the stock [6] Challenges Ahead - Apple faces challenges in integrating artificial intelligence into its products, with delays in the AI version of Siri and departures of key AI executives raising concerns about its competitive position in the Chinese market [11] - The company aims to enhance its AI capabilities across applications, but significant technical breakthroughs are required to achieve this goal [11]

Core Viewpoint - Apple's market value dropped by $52.4 billion after the autumn product launch, but the stock price rebounded following the pre-sale of the iPhone 17 series, indicating strong initial consumer interest [2][4]. Group 1: iPhone 17 Series Performance - The iPhone 17 series pre-sale in China exceeded the previous generation iPhone 16, with over 200,000 units reserved within 6 hours and record sales on e-commerce platforms [2]. - The most popular model appears to be the base iPhone 17, which features significant upgrades such as a 120Hz high refresh rate display and increased base storage from 128GB to 256GB, all without a price increase [2]. Group 2: Market Reactions and Challenges - Despite the strong pre-sale numbers, analysts express concerns about Apple's future in China due to the lack of significant AI updates and competition from local brands offering integrated AI features [4]. - Apple's stock price fell by 1.48% on the day of the launch and continued to decline, losing a total of $11.09 per share from the previous close before the event [3]. Group 3: iPhone Air and Regulatory Delays - The iPhone Air, which was highly anticipated for its design changes, is not expected to be a major sales driver due to compromises in battery life and camera performance [3]. - The release of the iPhone Air in China has been delayed, with Apple stating it is working closely with regulatory bodies to expedite the launch [5].

Core Insights - Apple's market value dropped by $52.4 billion overnight after the fall product launch event, but the stock price rebounded after the iPhone 17 series pre-sale began in China [1][4] - The iPhone 17 series is showing strong pre-sale performance, with sales volume surpassing the previous generation iPhone 16 series [1][3] - The base model iPhone 17 is expected to be the most popular among consumers due to significant upgrades while maintaining the same price [3] Sales Performance - On September 12, the iPhone 17 series pre-sale on JD.com exceeded last year's total sales within one minute, setting a new sales record [1] - The iPhone 17 series achieved over 2 million reservations within 6 hours of opening pre-orders [1] - The iPhone 17 256GB model became the most popular variant, with reservation numbers significantly higher than the previous generation [1][3] Market Challenges - Despite strong pre-sale data, analysts express concerns about Apple's future growth in China due to local competitors offering AI features tailored to the market [4][5] - Apple's lack of significant AI updates during the launch event has been noted as a potential challenge for its market position [3][5] - The iPhone Air model's delayed launch in China raises uncertainties about the new series' overall sales performance [5]