Group 1 - Apple Inc. stock surged over 5%, marking its largest increase in recent months, following the announcement of a $100 billion investment in U.S. manufacturing [3][4] - The investment plan aims to bring more of Apple's supply chain back to the U.S. and assemble more key components domestically, with CEO Tim Cook expected to attend the announcement [3][4] - This new commitment raises Apple's total investment in the U.S. to $600 billion, up from a previously announced $500 billion over the next four years [3] Group 2 - Analysts suggest that this latest commitment may alleviate the White House's concerns regarding Apple's reliance on India for iPhone assembly [4] - Apple is expected to focus on high-end products, AI labs, and semiconductor engineering in the U.S., rather than large-scale production of low-end devices [4] - The company has been negotiating for tariff exemptions to avoid potential profit margin erosion and increased consumer prices due to new tariffs on Indian goods [4] Group 3 - Other companies, such as AMD, experienced stock fluctuations, with AMD's shares dropping 6% despite raising its third-quarter revenue forecast to $8.7 billion, which is above analyst expectations [5] - AMD's performance is impacted by uncertainties regarding the approval of sales licenses for its MI308 chips to Chinese customers, raising concerns about its recovery in shipments to China [5]
今夜 苹果公司股价暴涨!