Apple(US:AAPL) 证券时报·2025-05-02 09:43Group 1 - Protests erupted in major U.S. cities on May 1, with demonstrators expressing dissatisfaction with government policies and demanding a shift in funding priorities towards employment and education instead of foreign wars [1] - The U.S. Chamber of Commerce urged the Trump administration to implement a tariff exemption mechanism to prevent economic recession and mitigate harm to small businesses, representing over 3 million enterprises [3][4] - The White House rejected the request for immediate tariff relief, stating that assistance for small businesses would come through the largest tax cut in U.S. history [5][6] Group 2 - Apple reported a total net revenue of $95.359 billion for Q2, a 5% increase from $90.753 billion year-on-year, but the stock price fell over 4% post-announcement due to concerns over service revenue growth and tariff impacts [9][11] - CEO Tim Cook indicated that current global tariff rates could lead to an additional cost of $900 million for Apple in the upcoming quarter, complicating cost predictions due to the uncertain tariff environment [11] - The former U.S. Treasury Secretary Janet Yellen warned that the tariff policy could significantly harm the U.S. economy, increasing the likelihood of recession [15][16] Group 3 - The analysis from Apollo Global Management outlined a four-step timeline predicting a U.S. economic recession, starting with a halt in port container ship arrivals in early May and culminating in a recession by summer 2025 [17][18][20] - The Los Angeles port executive projected a 35% decline in cargo volume compared to the previous year due to tariff impacts, indicating potential inventory shortages for retailers [13][14]