苹果(AAPL.US)当地时间8月6日宣布将在美国追加1000亿美元投资，引发市场广泛关注。富国银行以亚 伦·拉克斯为首的分析师团队指出，这项投资应被视为"旨在尽量减少关税影响的协议"，其核心逻辑在 于特朗普政府对进口半导体征收100%关税的潜在威胁下，承诺在美国建厂的企业可获得关税豁免。该 机构维持对苹果股票的"增持"评级，目标价245美元。 与此同时，投行Wedbush此前也发布积极评价，称此次投资是"库克的战略妙棋"。以丹尼尔·艾夫斯为首 的分析师团队强调，苹果通过AMP计划不仅将扩大与康宁在肯塔基州的智能手机玻璃生产线合作，还 与Coherent签署多年期协议，在得州工厂生产Face ID核心组件VCSEL激光器;同时重申与MP Materials的 稀土磁体采购协议，投资其加州矿山项目。 对此，Wedbush维持苹果"跑赢大盘"评级，目标价270美元，并指出库克"兼具10%政治智慧与90%商业 头脑"，成功化解特朗普政府"美国优先"政策带来的不确定性。 不过分析师也坦言，从成本结构看，iPhone在美国本土制造仍不现实，苹果核心产品生产重心仍会留在 亚洲及印度，未来投资将更侧重Mac、AI等非核心领 ...

Core Viewpoint - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for investment opportunities, particularly focusing on companies like Apple and OpenAI [3]. Group 1: Apple Inc. Developments - Apple’s AI team is experiencing employee turnover, with staff moving to competitors such as OpenAI [5]. - Apple announced a commitment to invest an additional $100 billion in the U.S. over the next four years, raising its total investment in the country to $600 billion [6]. - Following the investment announcement, Apple’s stock surged by 5.09%, marking its largest single-day increase in approximately three months, with a trading volume of $21.526 billion and a market capitalization increase of $153.3 billion (approximately ¥1.101 trillion) [5]. Group 2: OpenAI and Employee Incentives - OpenAI plans to offer $1.5 million bonuses to each employee over the next two years to counteract high salary offers from competitors like Meta [5]. - The announcement of these bonuses has generated excitement among OpenAI employees, highlighting the competitive landscape for talent in the AI sector [5]. Group 3: Market Reactions and Analyst Insights - Analysts from Wedbush view Apple’s $100 billion investment as a strategic move by CEO Tim Cook, enhancing the company’s long-term prospects [12]. - The investment is expected to significantly expand Apple’s partnership with Corning, particularly in the production of smartphone glass in the U.S. [13]. - Despite the positive outlook, analysts caution that producing core flagship iPhones in the U.S. remains impractical due to cost structures compared to Asia and India [15].