苹果吹响“美国制造”号角，投资承诺能否兑现？

Core Viewpoint - The announcement of a 100% tariff on imported chips and semiconductors by Trump, coupled with Apple's commitment to invest an additional $100 billion, highlights a political transaction that reveals the fragility of the "American manufacturing" narrative [1][5][6] Group 1: Political and Economic Implications - The high-profile event in the Oval Office symbolizes a political exchange rather than a genuine commitment to American manufacturing, exposing the superficiality of the "America First" policy [1][5] - Trump's tariffs are seen as a failed attempt to combat economic realities, as the U.S. remains dependent on global supply chains for critical materials [5][6] - The promise of investment from Apple serves as a shield against tariffs, indicating corporate anxiety regarding the unpredictability of Trump's policies [3][5] Group 2: Impact on Consumers and Workers - The high tariffs have led to increased costs for American households, with an estimated annual expenditure increase of $2,400, negatively affecting consumer welfare and economic growth [5][8] - The narrative of "American manufacturing" is criticized as a facade, with real job creation and manufacturing return remaining elusive, leaving blue-collar workers disappointed [5][8] - The collaboration between Apple and Trump is portrayed as a mutually beneficial arrangement, while consumers and workers bear the brunt of the economic consequences [5][8] Group 3: Future of American Manufacturing - The notion of a return to "American manufacturing" is deemed unrealistic, as it conflicts with the complexities of global supply chains and economic interdependencies [6][8] - The reliance on political rhetoric and superficial gestures, such as the gilded gift from Apple, fails to address the underlying challenges facing the manufacturing sector [6][8] - The future of manufacturing in the U.S. is suggested to depend on global collaboration and technological innovation rather than mere political promises [6][8]