来源：央视财经 6日当天，特朗普和苹果公司首席执行官库克在白宫宣布一项1000亿美元新投资。今年2月，苹果公司承 诺将在美国投资超过5000亿美元，并雇佣2万名员工。加上此次宣布的新投资计划，苹果未来四年在美 投资总额将达到6000亿美元。1000亿美元投资将包括一项新的制造项目，旨在将更多生产业务带回美 国。库克告诉特朗普，苹果手机的最终组装在一段时间内仍会在海外进行，但他强调，已经有多个零部 件在美国制造。外界预计，大幅投资将帮助苹果公司规避美国政府的高关税。 ...

Core Points - Apple CEO Tim Cook presented a unique glass art piece to President Trump during a press conference, highlighting Apple's new U.S. manufacturing initiative [1][2] - The glass art piece, designed by a former U.S. Marine Corps sergeant currently working at Apple, features the Apple logo and is mounted on a 24K gold base [2] - The base of the art piece is produced in Utah, emphasizing Apple's commitment to U.S. manufacturing [2] Company Relations - Tim Cook is known for fostering a strong relationship with President Trump, which has influenced other CEOs to seek similar direct engagement [2] - Trump's previous threats to impose tariffs on Apple and other smartphone manufacturers unless they moved production back to the U.S. underline the importance of this relationship [2]

Group 1: Economic and Political Context - The U.S. has faced significant challenges in its trade and energy strategies against China, leading to a softening of its stance towards China due to internal crises [1][12][21] - Trump's approval rating on economic policies has plummeted to 37%, with only 29% support among independent voters, indicating a severe political risk ahead of midterm elections [3][5] - A Gallup poll shows that 62% of respondents oppose Trump's current tariff policies, and 55% believe his economic strategy has failed [3][5] Group 2: Employment and Economic Data - The U.S. added only 73,000 jobs in July, significantly below the expected 106,000, with previous months' data also revised downwards, reflecting economic weakness under Trump's trade policies [7][10] - The low job growth has led to dissatisfaction among small business owners, who are feeling the pressure from rising raw material costs due to tariffs [10][12] Group 3: Energy Policy and Market Reactions - OPEC+ has decided to increase oil production by 548,000 barrels per day starting in September, countering Trump's strategy to manipulate oil prices [12][14] - Trump's plan to pressure the Federal Reserve into lowering interest rates through energy price manipulation has failed, as the Fed maintains its independence [10][12] Group 4: International Relations and Trade Dynamics - The U.S. has retracted several countermeasures against China, indicating a shift in strategy as it seeks to regain political credibility [16][19] - Global reactions to U.S. tariffs have been mixed, with many countries opting to wait for China's response rather than aligning with U.S. demands [18][19] - China's steady and strategic approach in negotiations has positioned it favorably in the ongoing trade conflict, maintaining control over the narrative [19][21]

Core Viewpoint - LG Energy Solution (LGES) has signed a $4.3 billion battery supply agreement with Tesla to provide lithium iron phosphate (LFP) batteries for its energy storage systems, marking a significant step in Tesla's efforts to reduce reliance on Chinese imports due to tariff issues [1][3][4]. Group 1: Agreement Details - The contract is a three-year agreement from August 2027 to July 2030, with an optional extension of up to seven years and potential increases in supply based on negotiations with the client [4][10]. - The LFP batteries will be supplied from LGES's factory located in Michigan, USA [3][4]. Group 2: Market Context - The LFP battery market has been predominantly led by Chinese companies, with LGES being one of the few American producers [8]. - Tesla's energy and power generation business accounts for over 10% of its total revenue, highlighting its importance despite a slowdown in vehicle sales [12]. Group 3: Strategic Implications - This agreement signifies Tesla's acceleration towards localizing its supply chain in the U.S. to mitigate tariff pressures and geopolitical risks, which is crucial for the growth of its energy business [13]. - The partnership with LGES represents Tesla's first use of non-CATL batteries in its energy storage systems, indicating a shift in its sourcing strategy [8][12].

Core Viewpoint - The statement emphasizes that the U.S. will focus on manufacturing domestically, implying that other countries will bear the financial burden of this shift [1] Group 1 - The U.S. will not pay for manufacturing costs, indicating a strategic shift towards domestic production [1] - Other countries are expected to "pay" for the U.S. manufacturing initiatives, suggesting a potential change in international trade dynamics [1]

来源：内容来自wccftech & udn 。 台积电已决定优先在美国建设工厂，而不是其他所有国家，因为一份新报告显示，台积电正在向其他 项目投入大量资金，并推迟其他项目。 据报道，台积电在日本的第二家晶圆厂无限期推迟，所有焦点转向美国工厂。 公众号记得加星标⭐️，第一时间看推送不会错过。 毫无疑问，台积电在美国设立晶圆厂的计划备受关注，尤其是在特朗普政府上台后。这家台湾巨头宣 布将在美国投资超过1000亿美元时，成功引起了美国政府的关注，台积电也宣布将美国作为优先事 项。如今，据《华尔街日报》报道，由于公司资金已转向美国，台积电正在推迟在日本的工厂建设。 台积电突然对美国产生兴趣并非出于"商业"考虑；相反，这是在特朗普总统施压以及他计划对台湾芯 片征收高达100%关税之后发生的。台积电显然已将所有精力转移到维持来自美国的客户需求上，因 此其在日本和德国的项目目前已暂停。目前，台积电在日本建造的第二家工厂也面临不确定性，这家 台湾巨头尚未公布正式的投产日期。 有趣的是，台积电亚利桑那州工厂是目前台湾以外唯一一家生产尖端工艺节点的工厂，最重要的是， 该工厂计划在2020年前将工艺节点扩展到1.4纳米。NVIDI ...

Group 1 - Trump Group has launched a smartphone priced at $499, claiming it is "Made in America" to align with Trump's policies on revitalizing American manufacturing and increasing jobs [1][3] - The CEO of Purism, the only American smartphone manufacturer, has publicly criticized the claim, stating that the phone is produced by a Chinese company [1] - The official website of Trump Group has removed the "Made in America" label, now stating the phone has a "design that makes Americans proud" and was "born in America" [1] Group 2 - The specifications of the phone have been altered, with the screen size changed from 6.8 inches to 6.25 inches, and the 12GB RAM specification removed [3] - The initial shipping date promised for September has been changed to "later this year" [3] - The mobile service plan, named "The 47 Plan," is priced at $47.45 per month, symbolizing Trump's two presidential terms as the 45th and 47th president [3][6]

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," which has faced scrutiny and criticism regarding its actual manufacturing origins [1][3]. Group 1: Product Claims and Changes - The smartphone was initially marketed as being designed and manufactured in the U.S., but it was revealed that it is produced by a Chinese company [1]. - The official website has removed the "Made in America" label, now stating the phone has a "design that makes Americans proud" and was "born in the U.S." [1]. - Specifications have been altered, with the screen size changing from 6.8 inches to 6.25 inches, and the previously advertised 12GB RAM being removed [3]. Group 2: Service Offerings - Trump Mobile's service plan, named "The 47 Plan," is priced at $47.45 per month, symbolizing Trump's two presidential terms [3][7]. - The initial shipping date for the smartphone has been postponed from September to "later this year" [3].

Core Viewpoint - The Trump Group has launched a smartphone named T1, priced at $499, claiming it is "Made in America," which has faced scrutiny regarding its actual manufacturing origins [1] Group 1: Product Launch and Claims - The T1 smartphone features a design heavily influenced by Trump, including a gold exterior and patriotic symbols [1] - Eric Trump stated that the phone and its mobile service aim to support Trump's policies on revitalizing American manufacturing and increasing U.S. employment [1] Group 2: Media Scrutiny and Manufacturing Origin - Following the launch, U.S. media questioned the authenticity of the "Made in America" claim, with Purism's CEO revealing that the phone is produced by a Chinese company [1] - Subsequently, the Trump Group modified its marketing language, removing the "Made in America" claim and instead stating that the phone has a design that "makes Americans proud" and was "born in America" [1]

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," but this assertion has been challenged by media and industry experts, revealing that the phone is actually produced by a Chinese company [1]. Group 1 - The smartphone was released in mid-June and has faced immediate scrutiny from American media [1]. - Todd Weaver, CEO of the only domestic smartphone manufacturer Purism, publicly criticized the Trump Organization's claim of American manufacturing [1]. - Following the backlash, the Trump Organization has altered the product description on its official sales website, removing the "Made in America" label and instead stating that the phone features a "design that makes Americans proud" and was "born in the USA" [1].