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特朗普威胁加征25%关税,苹果天塌了
AppleApple(US:AAPL) Jin Tou Wang·2025-05-26 11:20

Core Viewpoint - Former President Trump has publicly pressured Apple to manufacture iPhones in the U.S. or face a 25% tariff, leading to a significant drop in Apple's market value and stock price [1][2] Group 1: Trump's Pressure on Apple - Trump has previously warned Apple CEO Tim Cook about the need for domestic production, stating that if Apple wants to sell iPhones in the U.S., it must produce them locally [1] - Trump's recent comments have caused Apple's stock to drop by 3.57% in pre-market trading, negatively impacting U.S. stock index futures [1] - The pressure from Trump is part of a broader strategy to revive American manufacturing and bring jobs back to the U.S. [3] Group 2: Supply Chain Challenges - Apple's supply chain is heavily reliant on international components, with parts sourced from over 40 countries, primarily in Asia [2] - If iPhones were to be produced entirely in the U.S., the retail price could increase from approximately $1,000 to $3,500, making it economically unfeasible [2] - Analysts suggest that enduring a 25% tariff is preferable to the long-term costs associated with relocating production to the U.S. [3] Group 3: Employment and Economic Impact - Trump's goal of increasing U.S. manufacturing jobs may not be achievable, as recent analyses indicate that tariffs could lead to a net loss of jobs rather than an increase [3][4] - High labor costs and a lack of skilled workers in the U.S. present significant barriers to domestic manufacturing for companies like Apple [4] - Historical attempts by companies like Motorola to produce in the U.S. have failed due to high costs, suggesting that Apple may face similar challenges [4]