苹果股价涨超6%，分析师预计新品可能涨价

Core Viewpoint - Apple is initiating a new round of price reductions for the iPhone 16 series, but upcoming products may face price increases due to tariff impacts and cost increases [1][2]. Group 1: Tariff Impact and Cost Management - Apple's CEO Tim Cook indicated that the company expects a cost increase of $900 million for the quarter ending in June due to tariffs, without any new tariffs being introduced [1]. - The uncertain tariff environment makes it challenging for Apple to predict future cost impacts beyond June [1]. - Analysts suggest that Apple may raise prices on high-end products during the fall product launch to offset some of the tariff-related costs [1][2]. Group 2: Market Competition and Sales Strategy - Price increases could lead to a loss of market share for Apple, particularly in the U.S. market where demand for iPhones may be affected by rising costs [2]. - Apple is expected to adopt aggressive promotional strategies in other markets to stabilize sales and market share, as evidenced by recent price reductions in China [2]. - Samsung has launched its flagship model S25 Edge ahead of Apple, featuring enhanced AI capabilities, which poses a competitive threat in the high-end market [2]. - According to Counterpoint Research, Samsung held a 20% share of the global smartphone market in Q1 2025, slightly ahead of Apple's 19% [2].