--- title: "Apple rose nearly 4%, leading the Dow Jones. Why have investors suddenly turned optimistic?" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/261944733.md" description: "Apple's stock rose nearly 4% on Monday, leading the Dow Jones Industrial Average, primarily benefiting from strong sales data in the U.S. and Chinese markets. Research firm Counterpoint Research pointed out that sales of the iPhone 17 series increased by 14% in the first 10 days after its launch compared to last year, with sales of the base model iPhone 17 increasing by 31%. Analysts believe that increased subsidies from telecom operators have made high-end models more accessible, driving Apple's sales. Despite facing market competition and innovation pressures, analysts remain optimistic about Apple's future" datetime: "2025-10-20T22:09:48.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/261944733.md) - [en](https://longbridge.com/en/news/261944733.md) - [zh-HK](https://longbridge.com/zh-HK/news/261944733.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/261944733.md) | [English](https://longbridge.com/en/news/261944733.md) # Apple rose nearly 4%, leading the Dow Jones. Why have investors suddenly turned optimistic? According to a report by MarketWatch, Apple ( AAPL-US) stock demonstrated strong momentum on Monday (20th), closing up nearly 4%, leading the Dow Jones Industrial Average. ![cover image of news article](https://imageproxy.pbkrs.com/https://cimg.cnyes.cool/prod/news/6198448/l/3358503ddcecf14e549e656cb59944ee.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Strong sales data from the U.S. and Chinese markets boosted Apple's stock price (Image: Reuters/TPG) Market optimism partly stems from third-party reports on impressive sales data from the two key markets of the U.S. and China. According to research firm Counterpoint Research, sales of the iPhone 17 series in the first 10 days after launch grew by 14% compared to last year's iPhone 16 series. Analyst Mengmeng Zhang pointed out that the performance of the base model iPhone 17 was particularly outstanding, with sales growing by 31% compared to the previous generation. She stated in her report that this base model phone is "a great value, and Chinese consumers are responding to Apple with their actions." Another analyst, Maurice Klaehne, added that the subsidy amounts from U.S. telecom operators have increased by about 10%, which has heightened consumer interest in the iPhone 17 Pro Max, making "the ultra-high-end Apple models more accessible, driving the trend towards premiumization and strengthening the connection between high-value customers and the Apple ecosystem." According to Dow Jones market data, Apple's stock price reached a high of $263.21 during trading on Monday, closing at $262.24. For Apple investors, this third-party data brings hopeful signals, indicating that the company may be gradually overcoming recent challenges that hindered iPhone sales growth. The competition in the Chinese smartphone market is becoming increasingly fierce, and some on Wall Street have criticized Apple for a lack of breakthroughs in product innovation. At the same time, Apple's pace in launching artificial intelligence (AI) applications has also been deemed too slow, failing to trigger a new wave of device upgrades. Melius Research analyst Ben Reitzes holds an optimistic view of Apple's future prospects. He noted that as of last Friday's close, Apple's stock price has only risen about 1% this year, but has rebounded approximately 46% since its low in 2025 Reitzes emphasized in a report on Monday that the impressive sales performance of the iPhone Air in China is noteworthy, as the model sold out within minutes of its launch in major cities like Shanghai and Beijing. He anticipates that Apple will launch a new foldable phone in 2026, which is expected to be particularly popular in the Chinese market. This foldable phone is expected to be priced at around $2,000, and it is anticipated to boost overall revenue by increasing the proportion of high-end products in its portfolio. At the same time, Apple is also expected to launch an all-glass curved body iPhone in 2027 to celebrate the 20th anniversary of the iPhone. Reitzes believes that these new products will give Apple stronger pricing power. Additionally, he pointed out that Apple is expected to update Apple Intelligence in early 2026, which could allow Apple to "laugh last" in the AI field. Advancements in AI technology may also bring new hardware products to Apple, such as a MacBook with a touchscreen and a robotic assistant expected to be launched in 2027. Reitzes believes that consumer robotics will be the next cutting-edge development area for Apple after smartphones. According to Bloomberg, Apple is currently developing a desktop robot with dynamic tracking and facial recognition capabilities. Reitzes stated that Apple has a competitive advantage in the home robotics market due to its integrated device ecosystem and emphasis on privacy. These products have not yet been reflected in Wall Street's financial forecasts, but if successfully launched, they could bring the company billions of dollars in additional revenue. However, not all analysts believe that Apple can successfully turn the situation around. Jefferies analyst Edison Lee pointed out in a report on Sunday that the strong sales of the iPhone Air may dilute the sales momentum of the Pro series. He also mentioned that the estimated wait time for the new iPhone is shortening, indicating that demand may have cooled in the weeks following its launch ### 相關股票 - [Apple (AAPL.US)](https://longbridge.com/zh-HK/quote/AAPL.US.md) ## 相關資訊與研究 - [The AirPods Max 2 are a great sequel, but not an ambitious one](https://longbridge.com/zh-HK/news/281193458.md) - [Park Place Capital Corp Sells 2,031 Shares of Apple Inc. $AAPL](https://longbridge.com/zh-HK/news/280989201.md) - [UK fines Apple subsidiary $516,000 over Russia sanctions breach](https://longbridge.com/zh-HK/news/280985250.md) - [iPhone Maker Apple Celebrates Its 50th Anniversary](https://longbridge.com/zh-HK/news/281373049.md) - [Apple releases security fix for older iPhones and iPads to protect against DarkSword attacks](https://longbridge.com/zh-HK/news/281413474.md)