单周上涨13%，库克又一次搞定特朗普，苹果创2020年7月以来最佳单周表现

Core Viewpoint - Apple successfully mitigated an imminent tariff threat through strategic political maneuvering, resulting in its stock price achieving the best weekly performance in four years, with a market capitalization increase of over $400 billion, reaching $3.4 trillion, solidifying its position as the third-largest company globally by market value [1][2][3]. Group 1: Investment and Political Strategy - Apple announced an additional $100 billion investment on top of its previously stated $500 billion four-year spending plan, launching a new American Manufacturing Plan (AMP) aimed at establishing a complete end-to-end semiconductor chip supply chain in the U.S. [2][15]. - By committing to significant investments in the U.S., Apple secured a public endorsement from President Trump and avoided potential tariffs that could double the import prices of chips [2][15]. - The announcement of this investment plan is seen as a strategic move to navigate political risks, a tactic Apple has employed successfully in the past [13][14]. Group 2: Stock Performance and Market Sentiment - Following the announcement, Apple's stock surged by 13%, marking the largest weekly increase since July 2020, with the stock closing at $229.35 [2][11]. - Prior to this rebound, Apple’s stock had underperformed, lagging behind the Nasdaq index by approximately 20% over the previous three months, representing one of the weakest relative performances in the past 20 years [5][9]. - The market sentiment had been extremely pessimistic, creating conditions for a strong rebound, which many observers viewed as a classic "oversold rebound trade" [11] . Group 3: Financial Performance and Future Outlook - Apple reported a 10% increase in overall revenue and a 13% rise in iPhone sales for the June quarter, exceeding market expectations [18]. - The company’s active device installations reached an all-time high, indicating robust demand and a solid customer base [19]. - Analysts anticipate the release of the iPhone 17 series in September 2025, with historical data suggesting that Apple's stock typically rises over 10% in the month leading up to new product launches [19]. Group 4: Competitive Position and AI Strategy - Despite concerns about its position in the artificial intelligence sector, Apple’s CEO reassured employees that the company would eventually take control of AI, emphasizing its historical success as a latecomer in innovation [20]. - Analysts caution against underestimating Apple's potential to leverage its strong distribution network and ecosystem to succeed in new technological domains [20].