Apple(US:AAPL) Sou Hu Cai Jing·2025-08-07 17:35Core Insights - Apple has committed to invest an additional $100 billion in domestic manufacturing in the United States, leading to a significant increase in its stock price by 5.79% to $214.66, and a market capitalization increase of approximately $160 billion, reaching $3.19 trillion [1] - The new investment plan aims to enhance the localization of key components in Apple's supply chain, thereby increasing the share of domestic manufacturing in its industry chain [1] Investment Strategy - This is not Apple's first large-scale investment in the U.S.; earlier in February, the company announced plans to invest over $500 billion in the next four years to boost domestic manufacturing and R&D capabilities [3] - Apple plans to hire approximately 20,000 employees, focusing on R&D, software development, and cutting-edge fields such as artificial intelligence and machine learning [3] Government Relations and Risk Mitigation - The investment comes in the context of previous warnings from former President Trump regarding tariffs on iPhone production if manufacturing was not brought back to the U.S. [3] - By committing to this additional investment, Apple aims to strengthen its relationship with the U.S. government and respond to policies promoting the return of manufacturing [3] - The localization strategy is expected to reduce potential tariff risks and costs associated with international trade tensions, while also ensuring stable product supply and competitiveness in the global market [3]