Apple has orchestrated a significant market turnaround in China, reclaiming dominance with double-digit iPhone 17 shipment growth and the success of its agentic AI platform, "Siri 2.0." This localized AI strategy, integrating with Alibaba and Baidu, has neutralized the "Huawei threat" and is fueling a multi-year upgrade cycle. Wall Street analysts are aggressively recalibrating 2026 price targets, with Morgan Stanley hiking to $315 and some eyeing a $3.5 to $4 trillion market capitalization, underscoring strong investor confidence.