Apple(US:AAPL) 雪球·2025-04-13 04:07Group 1 - The U.S. government has agreed to exempt certain electronic products, including smartphones, computers, and chips, from "reciprocal tariffs" [2][5] - This exemption applies to products entering the U.S. after April 5, and companies can seek refunds for tariffs already paid [5] - Analysts suggest this marks a significant shift in U.S. tariff policy, indicating a "180-degree turn" [3][6] Group 2 - The U.S. bond market has experienced a historic sell-off, with the 10-year Treasury yield rising nearly 50 basis points, the largest increase since 2001 [10] - The sell-off has led to a significant outflow from U.S. stocks and bonds, with funds moving towards gold as a safe haven, pushing gold prices above $3200 per ounce [10] - Concerns about a potential recession in the U.S. have been raised by financial leaders, including BlackRock's CEO [12] Group 3 - The recent tariff exemptions are seen as beneficial for companies within the Nvidia and Apple supply chains, potentially alleviating previous concerns about export tariffs [16] - Analysts believe that the removal of tariff worries could lead to a recovery in earnings per share (EPS) for the Apple supply chain [16] - Investment considerations for companies like Luxshare Precision and GoerTek include assessing their valuation and the impact of institutional buying during recent market volatility [17][18]