苹果公司（Apple）股价当前大幅攀升。因有消息称iPhone 17全球需求强劲，又一家投行上调了苹果公司评级，公司股价本周创下历史新高。
苹果公司（Apple）的股票最近“高兴得像个终于缠着爸妈买到手机的孩子”。由于有消息称iPhone 17全球需求强劲，又一家投资银行对苹果股票竖起大拇指，这家iPhone制造商股价于近日创下历史新高，突破去年12月创下的历史高点。
上周末，Counterpoint Research报告称，iPhone 17系列在美国和中国上市后的前10天内，销量较iPhone 16系列增长了14%。
路通资本（Loop Capital）将苹果公司评级从“持有”上调至“买入”，并将目标价从226美元大幅上调至315美元；Evercore ISI也重新将苹果纳入其“战术性跑赢大盘名单”（Tactical Outperform List）。此前，该公司曾在2024年初因营收预期疲软而被移除。
这对苹果来说是一场亟需的秋日反弹。过去一年，公司历经坎坷： iPhone 16因人工智能功能推迟上线而市场反响平淡，加之关税反复带来的不确定性，其股价在昨日之前年内累计涨幅仅约3%，在“美股七雄”中表现倒数第二，仅优于亚马逊（Amazon）。
不过，部分分析师仍不确定苹果能否维持iPhone 17的强劲开局。Sherwood报道称，按照常规的换机周期，这波销量上涨或许只是因为疫情期间购机的用户恰好进入了换机阶段。——ML（*）
本文最初发表于Morning Brew。
译者：刘进龙
审校：汪皓
苹果公司（Apple）股价当前大幅攀升。因有消息称iPhone 17全球需求强劲，又一家投行上调了苹果公司评级，公司股价本周创下历史新高。
苹果公司（Apple）的股票最近“高兴得像个终于缠着爸妈买到手机的孩子”。由于有消息称iPhone 17全球需求强劲，又一家投资银行对苹果股票竖起大拇指，这家iPhone制造商股价于近日创下历史新高，突破去年12月创下的历史高点。
上周末，Counterpoint Research报告称，iPhone 17系列在美国和中国上市后的前10天内，销量较iPhone 16系列增长了14%。
路通资本（Loop Capital）将苹果公司评级从“持有”上调至“买入”，并将目标价从226美元大幅上调至315美元；Evercore ISI也重新将苹果纳入其“战术性跑赢大盘名单”（Tactical Outperform List）。此前，该公司曾在2024年初因营收预期疲软而被移除。
这对苹果来说是一场亟需的秋日反弹。过去一年，公司历经坎坷： iPhone 16因人工智能功能推迟上线而市场反响平淡，加之关税反复带来的不确定性，其股价在昨日之前年内累计涨幅仅约3%，在“美股七雄”中表现倒数第二，仅优于亚马逊（Amazon）。
不过，部分分析师仍不确定苹果能否维持iPhone 17的强劲开局。Sherwood报道称，按照常规的换机周期，这波销量上涨或许只是因为疫情期间购机的用户恰好进入了换机阶段。——ML（*）
本文最初发表于Morning Brew。
译者：刘进龙
审校：汪皓
Apple’s stock is giddier than an 11-year-old who just strong-armed their parents into buying them a smartphone. The iPhone maker hit a new all-time high yesterday after news of strong global demand for the iPhone 17 led another investment bank to give Apple’s stock two thumbs up.
Apple’s stock is giddier than an 11-year-old who just strong-armed their parents into buying them a smartphone. The iPhone maker hit a new all-time high yesterday after news of strong global demand for the iPhone 17 led another investment bank to give Apple’s stock two thumbs up.
Over the weekend, Counterpoint Research reported that the iPhone 17 lineup outsold the iPhone 16 lineup by 14% in the US and China during its first 10 days in each market.
Yesterday, Loop Capital upgraded Apple from a “hold” to a “buy,” and pumped its price target from $226 to $315. The day before, Evercore ISI re-added $AAPL to its “Tactical Outperform List” after removing it in early 2024 over soft revenue projections.
This is a much-needed autumnal boost for Apple, which has had a bumpy year due to a muted reaction to the iPhone 16—largely because of delays to its AI features—and on-again, off-again tariff fears. Before yesterday, its stock was only up ~3% this year, making it the second-worst performer in the Magnificent Seven (after Amazon).
Still…some analysts aren’t sure Apple can maintain the iPhone 17’s initial sales surge. Based on usual purchase cycles, it may have simply been time for pandemic-era phone buyers to upgrade, Sherwood reported.—ML
This report was originally published by Morning Brew.