Updated from 11:17 am EDT to correct the third paragraph, first sentence on Apple's plans in China.
Why? Because the AAP holding's suppliers have gained. That means Avago Technologies (AVGO) - Get Broadcom Inc. Report , SkyWorks Solutions (SWK) - Get Stanley Black & Decker, Inc. Report and NXP Semiconductor (NXPI) - Get NXP Semiconductors NV Report .
According to the Wall Street Journal, Apple will launch its Apple Pay service in China this February, Cramer added, but the 5.5% gain in NXP Semi, 1.5% gain in Avago and 1% rally in Skyworks is more responsible for the Apple stock rise, he said on CNBC's "Stop Trading" segment.
When these supply stocks move higher, it's usually because someone knows something positive, he added. If Apple is able to fuel a comeback, it could lead the broader market higher, too.
There will likely be good news for the supplier stocks, which have low valuations and a lot of production ahead of them. "I think Apple goes higher," Cramer concluded.
At the time of publication, Cramer's Action Alerts PLUS had a long position in AAPL.