Apple Hits Yearly High! Will iPhone 17 Momentum Fuel a Year-End Rally?
$Apple(AAPL)$ have surged for two consecutive days, reaching an all-time high and pushing its market capitalization close to $4 trillion.
With this rally, Apple has overtaken Microsoft to reclaim the title of second-largest company, though it still trails NVIDIA’s $4.44T valuation by some distance.
Before this recent jump, among the “Magnificent 7,” only Apple and Amazon had yet to hit new highs year-to-date, while the rest had already broken records.
Loop Capital upgraded Apple from “Hold” to “Buy,” noting that the company is entering the early stage of a long-term adoption cycle. It expects iPhone shipments to continue growing through 2027.
So what did Apple do right this time?
According to Counterpoint Research, early sales of the iPhone 17 series in China and the U.S. have been exceptionally strong — up 14% compared to the iPhone 16 series.
The base iPhone 17 saw particularly strong momentum in China, with sales nearly doubling, while the high-end iPhone 17 Pro Max led growth in the U.S. market.
With China’s shopping festival approaching, Apple’s sales momentum is expected to continue.
On October 20, Apple’s official Tmall flagship store announced its participation in the 2025 Double 11 sale, offering discounts of ¥300 off the iPhone 17 Pro series (starting at ¥8,699 after coupon) and ¥9,699 for the iPhone 17 Pro Max, both with up to 12-month interest-free installments. Estimated delivery times: 15 days for iPhone 17 Pro and 22 days for Pro Max.
Now that $Amazon.com(AMZN)$ is the only “Mag 7” stock that hasn’t surged —
Do you think Apple’s year-end rally will continue?
Or is it time to bottom-fish Amazon?
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That said, I’m more interested in bottom-fishing Amazon $Amazon.com(AMZN)$ . While Apple is at record highs, Amazon remains the only “Mag 7” laggard — and that gap won’t last. E-commerce is rebounding, AWS is stabilizing, and AI-driven cloud demand could be its next growth engine.
So while I respect Apple’s strength, I see more upside in Amazon. Apple’s run looks stretched, but Amazon feels like the next “sleeping giant” ready to awaken. I’m betting 2026 will be Amazon’s comeback year.
@Tiger_SG @MillionaireTiger @TigerStars
The iPhone 17 is the reliable heartbeat of the line up - powerful, polished and priced well for Apple loyalists. Then there is the iPhone Air with its ultra thin titanium frame, feather like feel and A19 Pro chip.
Loop Capital raised its target to USD 315 while Wedbush reaffirmed USD 310. Whispers of USD 300 no longer feels like fantasy. In fact it feels like trajectory.
If the iPhone Air takes flight especially in China where early demand is strong, it could be the catalyst that turns Q4 into a phenomenonal quarter.
Apple is reminding us that it still knows how to make magic.
@Tiger_SG @Tiger_comments @TigerStars @CaptainTiger @TigerClub
Check them in the history - “community distribution“
Amazon (AMZN) might be undervalued, with long-term growth potential in AWS, advertising, and new ventures; it could be a good buy for long-term investors, but the stock might stay under pressure if AWS growth slows or retail margins tighten, especially with weaker consumer spending
Apple is likely to continue its year-end rally due to a strong product cycle and solid market position, whereas Amazon could be a good long-term buy but might need a catalyst, like strong earnings or a retail rebound, for a short-term rally。。。
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@Huat99
@Snowwhite
I suspect this rally will not last for long, not with the us president being so volatile and China having a stranglehold on their economy, Apple could very well be the next whipping boy if the president angers China further...
Amazon, meanwhile, looks more like a stealth opportunity. Its e-commerce margins are rebounding, AWS growth is re-accelerating, and cost discipline is kicking in. While Apple may consolidate, AMZN could play catch-up, especially if AI-driven cloud demand sustains.
In short: Apple’s rally may flatten but not fade; Amazon offers deeper upside if you’re patient. Momentum vs. value — pick your battlefield.
Loop Capital上调评级也算是顺势而为，毕竟苹果已经从“稳健蓝筹”重新回到“成长股”的轨道。更重要的是，苹果正在推动AI功能深入iOS生态系统，这为未来几年的升级换机潮埋下伏笔。如果iPhone出货量真能持续增长到2027年，那现在的估值还不算离谱。
至于亚马逊，目前的确是“华丽七侠”中唯一没怎么起飞的成员，但我不认为它会一直落后。苹果短期可能还有冲高动能，但年末阶段我会更关注亚马逊的复苏机会——尤其在电商旺季与云业务反弹的双重推动下，它的补涨潜力不容忽视。简单说，苹果可继续持有，而亚马逊则值得开始关注布局。
在最近的這次跳躍之前，在“華麗7”中，只有蘋果和亞馬遜今年迄今尚未創下新高，而其餘的都已經打破了記錄。