在经历过去一周科技股普遍下跌之后，苹果公司凭借持续强劲的iPhone市场需求，再次超过英伟达，重新成为全球市值最高的上市公司。近年来，苹果与英伟达围绕全球最高市值公司的位置持续展开拉锯战。苹果依靠iPhone产品线和服务业务的增长，而英伟达则受益于人工智能热潮带动的AI芯片需求。
此次苹果能够重新夺回榜首，与其近期密集推出多款硬件新品，以及首席执行官从Tim Cook平稳交接至约翰·特努斯有关，这些因素都提振了投资者信心。
截至10月30日收盘，苹果股价报344.63美元，公司总市值达到5.03万亿美元。英伟达当天同样遭遇股价下跌，收于204.64美元，对应市值约4.93万亿美元，暂时落后于苹果。
值得注意的是，尽管部分分析师对苹果未来销售前景持保留态度，但市场整体仍然给予积极评价。此前，Loop Capital曾表示，苹果将基础款iPhone发布时间从传统的9月调整至2027年初，可能会让部分消费者产生困惑。该机构认为，这一变化不仅可能导致部分销量流失，也可能影响基础款机型正式上市后的市场表现。
然而，从资本市场表现来看，投资者似乎更关注苹果整体产品战略和市场吸引力。苹果在2025年10月首次突破4万亿美元市值大关，并于2026年7月进一步跨越5万亿美元门槛。
自那以后，苹果对iPhone产品发布节奏进行了调整，将原本统一的年度发布拆分为两阶段进行，同时由于成本因素提高了部分产品售价。不过，公司也推出了多项备受关注的新产品，包括首款折叠屏手机iPhone Duo，以及其首次大规模进军智能家居领域推出的HomeView设备。
这两款新品在预售阶段便迅速售罄。其中，iPhone Duo的市场热度尤为突出，不少消费者重新出现了在全球各地苹果零售店门前排队数小时甚至数天等待购买的现象，这种场景已经多年未见。
市场分析认为，正是这些产品带来的销售动能和品牌影响力，帮助苹果在市值竞争中再次领先英伟达。不过，随着人工智能产业持续扩张以及双方业务各自增长，全球市值第一的位置未来数年仍可能在苹果和英伟达之间反复易手。
至少在当前阶段，苹果已经再次成为全球最具价值的上市公司。
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After a week of widespread decline in science and technology shares, Apple, with its continuing strong iPhone market demand, has once again outpaced Weeda, re-emerging as the highest-market listed company in the world. In recent years, Apple and Inweida have been engaged in continuous hacking around the location of the highest global market value company. Apples depend on the growth of iPhone product lines and service operations, while YVD benefits from the demand for AI chips driven by artificial intelligence heat.
The fact that apples were able to regain their head start was linked to their recent intensive launch of multiple hardware items, as well as to the smooth transition of CEOs from Tim Cook to John Tenus, which boosted investor confidence.
As at 30 October, the value of the Apple stock was $344,63, and the company ' s total market value was $5.3 trillion. The same day, Yin Weida also experienced a fall in stock prices of $204.64, corresponding to a market value of about $4.93 trillion, which temporarily lagged behind apples.
It is noteworthy that the market as a whole continues to be positively evaluated, despite some analysts ' reservations about the future sales prospects for apples. Previously, Loop Capital had indicated that apples could confuse some consumers by adjusting the base iPhonepublish period from the traditional September to early 2027. In the Agency ' s view, such a change could not only lead to a partial loss of sales, but could also affect market performance after the formal listing of the base machine.
However, in terms of capital market performance, investors appear to be more interested in the overall product strategy and market attraction of apples. Apples broke the $4 trillion market value mark for the first time in October 2025 and further crossed the $5 trillion threshold in July 2026.
Since then, apples have adjusted the rhythm of the iPhone product publish to two stages of the originally unified year publishsplit, while increasing the price of some products due to cost factors. However, the company has also introduced a number of new products of interest, including the initial folding screen phone iPhone Duo and its first large-scale launch of HomeView equipment in the area of intelligent homes.
These two new items were quickly sold out at the pre-sale stage. Of these, the iPhone Duo market heat is particularly high, and many consumers have returned to waiting hours or even days in front of apple retail stores around the globe, a scene that has not been seen for many years.
Market analysis suggests that it is these products that generate both the dynamism of their sales and branding, helping apples once again to lead Britain in market-market competition. However, with the continuing expansion of the AI industry and the growth of each other ' s business, the global market value position is likely to change hands again and again in the years to come.
At least at this stage, apples have once again become the world ' s most valuable listed company.
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