三面受敌下苹果市值破4万亿，揭秘库克6个月的力挽狂澜

Core Insights - Tim Cook successfully turned around Apple from a challenging year, increasing its market value from $2.6 trillion to $4 trillion within six months [2][5] - Cook's conservative strategies focused on protecting and developing the business, rather than launching revolutionary products [5][11] Market Value Recovery - Apple's market value reached $4 trillion, a tenfold increase since Cook took over from Steve Jobs 14 years ago [2] - The company faced significant challenges, including potential tariff increases and competition in the AI sector, which initially caused a drop in stock price [5][9] Supply Chain Management - Cook strategically shifted some iPhone assembly to India to mitigate tariff impacts, despite Trump's disapproval [5][8] - The reliance on a well-established supply chain in China remains a critical factor for Apple, as it cannot easily relocate manufacturing back to the U.S. [5][6] Political Maneuvering - Cook learned to navigate Trump's administration by providing favorable headlines, such as a $350 billion investment commitment, which was largely pre-planned [6][8] - In 2023, Cook announced a $600 billion investment in the U.S., which also consisted of previously planned expenditures [8] Revenue from Google Partnership - Apple relies heavily on its partnership with Google, which generates over $20 billion annually, accounting for about 20% of its operating profit [9][14] - Cook's efforts to maintain this contract were crucial, especially during antitrust proceedings against Google [9] Product Launches and Market Performance - The recent iPhone 17 launch did not feature groundbreaking innovations but still attracted consumer interest, leading to a forecasted revenue increase of up to 12% during the holiday season [11][14] - Apple's stock remains strong, supported by a $100 billion annual stock buyback program and consistent revenue growth from its ecosystem [11][14] Long-term Strategy and Leadership - Cook's leadership style contrasts with Jobs' product-centric approach, focusing more on operational efficiency and revenue generation from services [14][15] - Analysts speculate that a future CEO may need to prioritize innovation in the AI era, but no immediate changes in leadership are anticipated [14][15]