松了一口气，苹果等巨头躲过“末日场景”，美方豁免部分商品“对等关税”

Core Viewpoint - The U.S. government has agreed to exempt certain electronic products, including smartphones and computers, from "reciprocal tariffs," providing significant relief to major tech companies like Apple, Nvidia, and Microsoft [2][9]. Group 1: Tariff Exemption Details - The exemption applies to electronic products entering the U.S. after April 5, and companies can seek refunds for tariffs already paid [3]. - Financial analysts indicate that this marks a complete reversal in U.S. tariff policy, highlighting the government's shift in approach [4]. - Analysts suggest that the exemption is crucial for the U.S. tech industry, preventing a potential decade-long setback in technological advancement, particularly in artificial intelligence [6][11]. Group 2: Market Reactions and Implications - The announcement has alleviated significant market pressure, with analysts describing it as the best news for tech investors in recent times [10][11]. - The exemption is seen as a response to overwhelming feedback from tech and business leaders in Silicon Valley, indicating a potential change in business dynamics [17]. - Despite the positive news, there remains uncertainty regarding future tariff policies, particularly concerning semiconductors [6][21]. Group 3: Company Strategies and Adaptations - Apple is not solely relying on tariff exemptions and is actively diversifying its supply chain, including increasing production capacity in India [24][25]. - Analysts estimate that Apple may need to double its production capacity in India to meet U.S. demand, although this could take time [25]. - There are suggestions that Apple could mitigate price increases through financing plans and increased carrier subsidies [26]. Group 4: Broader Industry Impact - The tariff exemption is expected to have a significant impact on the global semiconductor industry, showcasing the resilience and growth of China's semiconductor sector [20]. - Historical comparisons are drawn to previous tariff exemptions under the Trump administration, raising questions about the long-term effectiveness of such measures [21].