100%关税雷声大雨点小？美银：科技巨头“美国制造”战略将化解特朗普关税冲击

Group 1 - The core viewpoint is that the actual impact of Trump's proposed 100% tariff on imported semiconductor chips may be less than expected due to commitments from major tech companies to expand manufacturing in the U.S. [1] - Apple CEO Tim Cook announced a plan to invest an additional $100 billion in the U.S. over the next four years, bringing the total investment to $600 billion when combined with a previous commitment of $500 billion [1] - Major foundries like TSMC, Samsung, and Intel, along with manufacturers such as Texas Instruments and Micron Technology, have pledged to increase their manufacturing presence in the U.S. [1] Group 2 - Analysts from Bank of America, led by Vivek Arya, suggest that while the 100% tariff rate appears significant, its actual impact may be minimal [1] - The implementation details of the Section 232 tariffs are still pending, but companies may effectively respond to the policy, potentially alleviating the current uncertainty in the industry [2] - Wells Fargo analysts believe that Apple's additional $100 billion investment is primarily aimed at securing tariff exemptions, while Wedbush views this investment as a strategic move [2]