Apple(US:AAPL) Hua Er Jie Jian Wen·2025-08-08 01:31Core Viewpoint - Apple's commitment of $600 billion in investments is a strategic move to gain political favor and secure tariff exemptions, particularly focusing on the semiconductor sector [1][2]. Group 1: Investment Details - Apple announced an additional $100 billion investment on top of its previously stated $500 billion plan, emphasizing local procurement, data center construction, R&D spending, and direct employment [1]. - The total investment plan includes local procurement, data center expenditures, R&D, direct employment, and content production across 20 states, explicitly excluding stock buybacks or acquisitions [3]. - The new $100 billion investment will particularly target the semiconductor field, with plans to produce 19 billion chips across 24 factories in 12 states this year [3]. Group 2: Political Strategy - This is not the first time Apple has made such commitments; a similar $350 billion investment was promised in 2018 to avoid tariffs during Trump's first term [2]. - Apple's public commitment to support U.S. manufacturing has become a well-established strategy to mitigate political risks [2]. Group 3: Market Reactions and Analyst Opinions - Analysts on Wall Street have expressed skepticism regarding the authenticity of the $600 billion figure, questioning how Apple can invest such a large amount and whether it includes acquisitions [4][5]. - Despite doubts about the investment details, the general sentiment among analysts is that this strategy represents a clear victory for Apple's business and investors [5][6]. - HSBC noted that Apple's plan supports a scenario where profits remain stable without additional damage, indicating a positive outlook for investors [6].