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苹果向特朗普妥协,公布6000亿美元美国投资计划

Core Viewpoint - Apple's commitment to invest $100 billion in U.S. manufacturing is a response to pressure from President Trump to shift production from China and India to the U.S. to avoid punitive tariffs on iPhones [2][3]. Group 1: Investment Plans - Apple announced a new investment plan totaling $100 billion for U.S. manufacturing, increasing its total investment commitment to $600 billion [2]. - The company previously committed to invest $500 billion over four years, which translates to an annual increase of approximately $39 billion and the creation of 1,000 jobs [2]. - Apple reported an $800 million loss due to tariffs in Q2 and anticipates an additional $1.1 billion increase in costs in Q3 if policies remain unchanged [2]. Group 2: Supply Chain and Partnerships - Apple is shifting more of its supply chain and advanced manufacturing to the U.S. to avoid high tariffs on its products [3]. - The company is collaborating with Corning Inc. for glass production in Kentucky, investing $2.5 billion, which will increase Corning's workforce in the state by 50% [3][4]. - Apple is expanding partnerships with Texas Instruments for chip manufacturing in Utah and Texas, and is also working with Samsung to produce new chips in Texas [4]. Group 3: Challenges and Market Reaction - Despite the new investment plans, Apple has not detailed how it will transition iPhone and other device production from overseas to the U.S., with assembly still occurring in China and India [5]. - Transitioning manufacturing operations back to the U.S. is expected to be a challenging task due to the existing workforce and customized processes in Asia [5]. - Following the announcement of the $100 billion investment plan, Apple's stock surged over 5%, marking its largest increase in nearly three months [5].