BTS
2025-10-24

Apple (AAPL) looks strong heading into the year-end with the iPhone 17 launch and solid growth in its services segment, and historically, Apple performs well in Q4 with high investor confidence; however, inflation and economic pressures could slow consumer spending, potentially impacting iPhone sales or services growth

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。。。

Tag :@Huat99  @Snowwhite  

Apple Hits Yearly High! Will iPhone 17 Momentum Fuel a Year-End Rally?

@Tiger_SG：
$Apple(AAPL)$ 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?
Apple Hits Yearly High! Will iPhone 17 Momentum Fuel a Year-End Rally?

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Comment（12）

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  • Merle Ted
    ·2025-10-24
    TOP
    Intel up 3 in after hours. Maybe the government should buy a stake in Apple. Intel up 97 percent YTD.

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      [smile]
      2025-10-26
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  • Mortimer Arthur
    ·2025-10-24
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    If Apple goes to 300 or 400 next year maybe they will split.

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      2025-10-26
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  • Athena Spenser
    ·2025-10-24
    Skip AMZN till AWS/growth sparks.
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      2025-10-26
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  • Hilliton324
    ·2025-10-24
    You raise important points
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      2025-10-26
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  • Brando741319
    ·2025-10-26
    Good
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      2025-10-26
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  • VivianChua
    ·2025-10-25
    Nice 💚💚💚
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      [smile]
      2025-10-26
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