苹果宣布6000亿美元投资计划！iPhone会涨价吗？

Core Viewpoint - Apple plans to invest $600 billion in the U.S. over the next four years, which includes a new manufacturing initiative aimed at increasing domestic production [3][6][8]. Group 1: Investment Plans - Apple's CEO Tim Cook announced an additional $100 billion investment in the U.S., raising the total planned investment to $600 billion over four years [6]. - The investment will include partnerships with ten U.S. companies, focusing on components widely used in Apple products [8]. - A significant portion of the investment, $2.5 billion, will be allocated to expand collaboration with Corning, aiming to establish the largest and most advanced smartphone-level production line in the U.S. [9]. Group 2: Market Reactions - Following the announcement, Apple's stock surged by 5.09%, resulting in a market capitalization increase of $153.8 billion (approximately 1.1 trillion RMB) [11]. - Despite positive market reactions, experts express concerns about the potential for increased production costs in the U.S., which could impact iPhone pricing and sales [13][18]. Group 3: Pricing Concerns - There are worries that the shift to U.S. manufacturing may lead to higher prices for iPhones, as production costs in the U.S. are significantly higher compared to other countries [13]. - An example is provided of the Liberty Phone, manufactured in the U.S. at a price of $1,999 (approximately 14,348 RMB), compared to a similar model produced in China priced at $799 [4][14]. Group 4: Financial Performance - Apple's recent financial report for Q3 2025 showed total revenue of $94.04 billion, a 10% year-over-year increase, exceeding market expectations [14]. - Revenue from the Greater China region grew by 4%, indicating a recovery after a decline in previous quarters [15].