Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-05-19 23:07Group 1 - The U.S. government is reviewing Apple's collaboration with Alibaba to implement AI technology in the Chinese version of the iPhone, which could impact Apple's business in China if the partnership is hindered [1][2] - Alibaba confirmed its partnership with Apple to advance AI model technology, emphasizing the need for a localized partner for Apple's services in China [1] - U.S. officials are concerned that the agreement may enhance Chinese companies' AI capabilities and increase Apple's exposure to Chinese data-sharing regulations [1][2] Group 2 - President Trump expressed discontent with Apple's production plans in India, preferring that the company keep its manufacturing in the U.S., highlighting the challenges faced by U.S. companies in balancing international partnerships and domestic job creation [2] - The Chinese market accounts for nearly 20% of Apple's sales, and abandoning partnerships with Chinese firms could lead to severe consequences for Apple's business in China, where competition is fierce [2][3] - Analysts suggest that without a local AI partner, Apple's smartphones may fall behind competitors like Huawei and Xiaomi in AI functionality [3]