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AppleApple(US:AAPL) 券商中国·2025-04-06 13:27

Group 1: EU's Response to Tariffs - The EU is seeking to unite against Trump's tariffs, potentially approving targeted countermeasures against up to $28 billion of U.S. imports [1][3][4] - The EU faces 25% tariffs on steel, aluminum, and automobiles from the U.S., with a broader 20% "reciprocal tariff" on nearly all other goods starting next week [3][4] - The EU Commission will present a list of U.S. products for countermeasures, including meat, grains, wine, wood, and clothing [3][4] Group 2: Impact on Apparel and Footwear Brands - Major apparel brands like Nike and Lululemon may be forced to raise prices due to tariffs on imports from countries like Cambodia, Vietnam, and Thailand [2][9] - Currently, only 2.5% of clothing and 1% of footwear in the U.S. is domestically produced, making these brands heavily reliant on imports [9][10] - The Vietnamese textile and apparel sector, which exports $44 billion to the U.S., is particularly vulnerable to the impending tariffs [10] Group 3: Apple's Cost Increase - Apple's annual costs could increase by approximately $8.5 billion due to tariffs on Chinese imports, potentially raising the retail price of the iPhone 16 Pro Max from $1,599 to $2,300 [2][11] - 90% of Apple's phones are assembled in China, presenting a significant challenge in absorbing or passing on tariff costs [11] Group 4: Jaguar Land Rover's Export Suspension - Jaguar Land Rover has suspended exports to the U.S. for one month to mitigate the impact of a 25% tariff on imported cars [6][7] - The U.S. is the second-largest market for British car exports, accounting for nearly 20% of total sales [6][7]