苹果股价涨超6%，分析师预计新品可能涨价

Core Viewpoint - Apple is initiating a new round of price reductions for the iPhone 16 series, while upcoming products may face price increases due to tariff impacts [1][2] Group 1: Tariff Impact - Apple's CEO Tim Cook indicated that the company expects a cost increase of $900 million for the quarter ending in June due to tariffs, without new tariffs being imposed [1] - The uncertain tariff environment complicates Apple's ability to predict cost impacts beyond June, with imported Apple products still subject to a 30% tariff and products from India and Vietnam facing a 10% tariff [1] Group 2: Pricing Strategy - Analysts suggest that Apple may raise prices on high-end products during the fall product launch to offset some tariff impacts, although the company aims to dissociate price increases from tariffs [1] - Price increases are likely to be justified through new features and design improvements rather than directly linked to tariff costs [1] Group 3: Market Competition - The rising costs from tariffs are expected to affect iPhone demand in the U.S. market, with Apple potentially adopting aggressive promotional strategies in other markets to stabilize sales and market share [2] - Samsung has launched its flagship S25 Edge model ahead of Apple, featuring enhanced AI capabilities, which poses a competitive threat in the high-end market [2] - According to Counterpoint Research, Samsung held a 20% share of the global smartphone market in Q1 2025, slightly ahead of Apple's 19%, indicating a competitive landscape [2]