Apple(US:AAPL) Sou Hu Cai Jing·2025-10-13 07:26Core Insights - The report from Citigroup highlights that renewed trade tensions between China and the U.S. may lead investors to shift their focus from export-oriented stocks to domestic concept stocks and non-export-oriented companies [1][3] - Despite the trade tensions, companies like Apple and those in the AI supply chain may remain unaffected due to their overseas production capabilities [1][3] - The report suggests that the pullback in the AI supply chain could present buying opportunities, supported by several positive catalysts in the future [1][3] Industry Impact - The renewed trade restrictions are likely to prompt a reevaluation of investment strategies, with a potential increase in interest towards localized businesses [1][3] - Companies mentioned as part of the AI supply chain that could benefit from this situation include ASMPT, Omnivision, Sanan Optoelectronics, Chang, Kingdee International, Q Tech, and Xiaomi [1][3]