Workflow
关税博弈下的苹果(AAPL.US)答卷:千亿追加投资聚焦半导体与AI Wedbush看高目标价至270美元

Core Viewpoint - Apple announced an additional $100 billion investment in the U.S., which is seen as a strategy to mitigate tariff impacts and secure exemptions from potential 100% tariffs on imported semiconductors [1][2] Group 1: Investment Details - The new investment will focus on building server manufacturing facilities and localizing the supply chain, adding to the previously announced $500 billion investment plan, bringing the total to $600 billion [1] - Apple will launch the "American Manufacturing Plan" (AMP) and collaborate with ten companies, including Corning, Coherent, GlobalFoundries, and Texas Instruments, to promote advanced manufacturing processes in the U.S. [1] Group 2: Analyst Perspectives - Wells Fargo analysts view the investment as a means to reduce tariff risks and maintain an "overweight" rating on Apple stock with a target price of $245 [1] - Wedbush analysts describe the investment as "a strategic masterstroke" by CEO Tim Cook, maintaining a "outperform" rating with a target price of $270, while acknowledging that iPhone production will remain primarily in Asia and India [2] - Analysts noted that while the investment does not eliminate policy risks, it significantly eases tensions between Apple and the White House, allowing for more strategic growth opportunities [2]