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分析师:若美印能达成贸易协议,可能会给苹果带来巨大的好处
AppleApple(US:AAPL) news flash·2025-05-27 02:35

Core Viewpoint - A potential trade agreement between the U.S. and India could significantly benefit Apple and its iPhone supply chain [1] Group 1: Trade Agreement Implications - If a trade agreement is announced in the coming weeks, Apple may emerge as one of the biggest beneficiaries [1] - The report suggests that despite tariff threats from Trump, swiftly relocating iPhone production and assembly to India could be Apple's most prudent move [1] Group 2: Production Considerations - Wedbush analysts state that moving iPhone production to the U.S. is "impossible," as it would raise the iPhone's price to around $3,500 and take approximately 5-10 years [1] - The analysts believe that Apple will continue to navigate the complex tariff situation in negotiations with the Trump administration [1]