特朗普宣布对芯片征收关税后，苹果将在美国额外投资 1000 亿美元

Core Points - President Donald Trump announced that Apple will invest an additional $100 billion in the U.S., bringing its total investment over the next four years to $600 billion [1][2] - Trump attributed this investment to his "America First" policy, emphasizing the return of manufacturing jobs to the U.S. [1] - Apple CEO Tim Cook confirmed the investment and highlighted the company's commitment to domestic manufacturing, including a new AI server factory in Houston [2][3] Investment Details - The initial investment plan announced by Apple earlier this year was $500 billion, which included creating approximately 20,000 R&D jobs across the U.S. [3] - Previous commitments included $350 billion in 2018 and $430 billion in 2021, indicating a history of investment promises from Apple [3] - Trump's warning of a 25% tariff on companies that do not relocate manufacturing to the U.S. has been a significant factor in Apple's decision-making [3] Market Reaction - Following the announcement of the investment, Apple's stock (AAPL) surged by 3.8% during trading hours [6] - The White House described the agreement with Apple as a victory for manufacturing, aimed at enhancing national security and economic stability [6] International Considerations - Apple plans to shift a significant portion of its phone assembly business to India by the end of 2025, which is seen as a strategy to reduce reliance on China amid escalating trade tensions [4] - Trump's recent imposition of a 50% tariff on Russian oil imports to India raises questions about the potential impact on Apple's plans in India [5]