苹果又追上微软。[惊_老虎社区_美港股上老虎

苹果又追上微软。[惊讶]

苹果反超微软再成美国第二大市值公司

凭借这一表现，苹果反超微软的3.84万亿美元，再度成为美国第二大市值公司，但要赶超4.44万亿美元的英伟达仍有一段距离。从年初的开盘价248.06美元到4月8日的低点，苹果股价的最大跌幅一度达到31%。但自4月触底后，苹果开启了强劲反弹模式，累计涨幅超过50%，并在9月下旬成功回到去年年末收盘位之上。此次股价再创历史新高，更是将其年度表现推向新高度。

苹果反超微软再成美国第二大市值公司

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17系列的超预期需求，引发了外界对于期待已久的换机潮的乐观预期，成为近期苹果股价走强的主要驱动力。</p><p>针对销量欠佳的iPhone Air超薄机型，日本瑞穗证券最新报告显示，由于实际销量低于预期，苹果已决定将该机型产量削减100万台，并将产能转移至其他畅销机型。调整后，整个17系列年度<span>出货</span>预期从8800万台上调至9400万台，预计生产工作将于2026年初完成。</p><p>随着苹果市值重回美国第二，市场对科技股的关注再度升温。即将到来的美股财报季中，特斯拉将于周三盘后发布三季度财报，苹果、微软等科技巨头也将陆续披露季度业绩，这些财报表现或将为科技股后续走势提供关键指引。</p><p><strong>未经授权 禁止转载</strong></p><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/l4sfibEYR5pUf979ZOSA6TqRcPELjZicZo5sJYxcicsfdcNjPpiaE8S9RyQJET6FF1iaqnx3ptoXFnx3UgCsIn6wE3w/640?wx_fmt=gif\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果反超微软再成美国第二大市值公司</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021094710a46b39a1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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宋佳楠美东时间10月20日，美股高开高走，三大指数均涨超1%。纳指涨1.37%，道指涨1.12%，标普500指数涨1.07%。大型科技股普涨，苹果涨约4%，奈飞涨超3%，英特尔、Meta涨超2%，特斯拉、谷歌、亚马逊涨逾1%，微软小幅上涨，英伟达小幅下跌。这当中，苹果股价收盘报262.24美元，创下历史新高，总市值飙升至3.89万亿美元。凭借这一表现，苹果反超微软的3.84万亿美元，再度成为美国第二大市值公司，但要赶超4.44万亿美元的英伟达仍有一段距离。回顾今年以来苹果股价的走势，大部分时间里，其在标普500成分股中表现较为逊色。从年初的开盘价248.06美元到4月8日的低点，苹果股价的最大跌幅一度达到31%。但自4月触底后，苹果开启了强劲反弹模式，累计涨幅超过50%，并在9月下旬成功回到去年年末收盘位之上。此次股价再创历史新高，更是将其年度表现推向新高度。Loop Capital将苹果评级从“持有”上调至“买入”，成为最新一家看好iPhone需求改善趋势的投行。其在报告中指出，当下正处于苹果长期预期的采纳周期起点，预计到2027年全年，iPhone出货量将持续增长。此外，近日Counterpoint Research发布的数据也极大地提振了市场信心。报告显示，iPhone 17系列在中国和美国市场的早期销售极为强劲，销量较iPhone 16系列高出14%。其中，iPhone 17基本款在中国市场表现格外突出，销量几乎翻了一番；而高端机型iPhone 17 Pro Max在美国的需求增速最为迅猛。iPhone 17基础款采用“加量不加价”策略，在芯片、屏幕、存储和摄像头升级的同时，执行256GB版本5999元、512GB版本7999元的定价。而上代产品iPhone 16标准版发售初期256GB版本售价为5499元，512GB版本售价为8999元。在美国市场，无线运营商为吸引高价值用户推出的补贴政策，极大地推动了iPhone 17 Pro Max的销量，基础款iPhone 17则凭借价格与性能的良好平衡吸引了不少消费者。市场普遍认为，iPhone 17系列的超预期需求，引发了外界对于期待已久的换机潮的乐观预期，成为近期苹果股价走强的主要驱动力。针对销量欠佳的iPhone Air超薄机型，日本瑞穗证券最新报告显示，由于实际销量低于预期，苹果已决定将该机型产量削减100万台，并将产能转移至其他畅销机型。调整后，整个17系列年度出货预期从8800万台上调至9400万台，预计生产工作将于2026年初完成。随着苹果市值重回美国第二，市场对科技股的关注再度升温。即将到来的美股财报季中，特斯拉将于周三盘后发布三季度财报，苹果、微软等科技巨头也将陆续披露季度业绩，这些财报表现或将为科技股后续走势提供关键指引。未经授权 禁止转载","news_type":1,"symbols_score_info":{"AAPL":1.5,"MSFT":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":418,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}