Wedbush：苹果(AAPL.US)对美追加1000亿美元投资是“战略性好棋” 维持“跑赢大盘”评级

Group 1 - Apple announced an additional $100 billion investment in the U.S., bringing its total planned investment to $600 billion over the next four years [1] - The "American Manufacturing Plan" (AMP) will involve collaboration with ten companies to enhance Apple's supply chain and advanced manufacturing in the U.S. [1] - Initial partners in the AMP include Corning, Coherent, GlobalWafers, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, Broadcom, and MP Materials [1] Group 2 - Wedbush analysts view the additional investment as a strategic move by CEO Tim Cook, maintaining an "outperform" rating for Apple with a target price of $270 [1][2] - The AMP will significantly expand Apple's long-term partnership with Corning, moving smartphone glass production to Corning's Kentucky facility [2] - Apple reaffirmed its procurement agreement with MP Materials for rare earth magnets and investment in related projects in California [2] Group 3 - Analysts noted that while the investment is a positive step, producing iPhones in the U.S. remains unrealistic due to cost structures compared to Asia and India [3] - Apple will continue to invest in Mac, AI, and other related projects, but will not manufacture core flagship products like the iPhone domestically [3]