苹果股价重挫9%！美国关税大棒下iPhone会涨价吗

澎湃新闻2025-04-04

美国关税大棒，让依赖全球供应链的苹果公司股价遭遇重挫。　　4月4日，苹果股价大跌9.25%，报收203.19美元，市值一夜之间减少超过3100亿美元。　　外媒援引分析人士的观点认为，美国总统唐纳德·特朗普对世界各国征收了一系列全面的关税，这可能会极大地改变全球贸易格局，而iPhone等消费品可能是受打击最严重的产品之一，如果公司将成本转嫁给消费者，价格将增加30%至40%。　　苹果是利用全球...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2524543273?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-04 15:03","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2524543273","market":"sg","top_or_hot":-1,"title":"苹果股价重挫9%！美国关税大棒下iPhone会涨价吗","media":"澎湃新闻","content":"<div>\n<p>美国关税大棒，让依赖全球供应链的苹果公司股价遭遇重挫。\n　　4月4日，苹果股价大跌9.25%，报收203.19美元，市值一夜之间减少超过3100亿美元。\n　　外媒援引分析人士的观点认为，美国总统唐纳德·特朗普对世界各国征收了一系列全面的关税，这可能会极大地改变全球贸易格局，而iPhone等消费品可能是受打击最严重的产品之一，如果公司将成本转嫁给消费者，价格将增加30%至40%。\n　　苹果是利用全球...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-04-04/doc-ineryuyu4599170.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果股价重挫9%！美国关税大棒下iPhone会涨价吗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价重挫9%！美国关税大棒下iPhone会涨价吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-04 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2025-04-04/doc-ineryuyu4599170.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国关税大棒，让依赖全球供应链的苹果公司股价遭遇重挫。\n　　4月4日，苹果股价大跌9.25%，报收203.19美元，市值一夜之间减少超过3100亿美元。\n　　外媒援引分析人士的观点认为，美国总统唐纳德·特朗普对世界各国征收了一系列全面的关税，这可能会极大地改变全球贸易格局，而iPhone等消费品可能是受打击最严重的产品之一，如果公司将成本转嫁给消费者，价格将增加30%至40%。\n　　苹果是利用全球...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-04-04/doc-ineryuyu4599170.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0096362180.USD","symbol_name":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-04-04/doc-ineryuyu4599170.shtml","article_id":"2524543273","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-04-04/doc-ineryuyu4599170.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2524543273","pubTimestamp":1743750180,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"美国关税大棒，让依赖全球供应链的苹果公司股价遭遇重挫。　　4月4日，苹果股价大跌9.25%，报收203.19美元，市值一夜之间减少超过3100亿美元。　　苹果每年销售超过2.2亿部iPhone；其最大的市场包括美国、中国和欧洲。　　他认为，如果关税问题持续下去，苹果可能会对今年9月发布的iPhone 17涨价。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4505":"高瓴资本持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","AAPL":"苹果","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4574":"无人驾驶","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4553":"喜马拉雅资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4571":"数字音乐概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4576":"AR","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","BK4566":"资本集团","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"translate_title":"Apple's stock price plummeted 9%! Will iPhone price increase under the big stick of US tariffs?","themeId":"3d82fc6d01751d629844b5fa16731cef","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6},"content_text":"美国关税大棒，让依赖全球供应链的苹果公司股价遭遇重挫。\n　　4月4日，苹果股价大跌9.25%，报收203.19美元，市值一夜之间减少超过3100亿美元。\n　　外媒援引分析人士的观点认为，美国总统唐纳德·特朗普对世界各国征收了一系列全面的关税，这可能会极大地改变全球贸易格局，而iPhone等消费品可能是受打击最严重的产品之一，如果公司将成本转嫁给消费者，价格将增加30%至40%。\n　　苹果是利用全球供应链整合最成功的公司，但美国最新的关税政策对苹果供应链所在的多国普遍征收重税，因此苹果受到考验最为严峻。\n　　苹果每年销售超过2.2亿部iPhone；其最大的市场包括美国、中国和欧洲。\n　　在美国推出的最便宜的iPhone 16标价为799美元，但根据Rosenblatt Securities分析师的预测计算，其价格可能高达1142美元，他们表示，如果苹果能够将成本转嫁给消费者，成本可能会上涨43%。\n　　更昂贵的iPhone 16 Pro Max，顶配售价为1599美元，如果涨价43%转嫁到消费者身上，价格可能接近2300美元。\n　　不过，也有观点认为，苹果不会立即对iPhone进行涨价。\n　　Counterpoint高级分析师格里特·施内曼（Gerrit Schneemann）认为：“我不认为他们会在短期内涨价，没有必要。”施内曼称。他指出，苹果的利润率约为38%，这使其有更大的余地来消化关税带来的成本增加，至少在短期内是这样。\n　　他认为，如果关税问题持续下去，苹果可能会对今年9月发布的iPhone 17涨价。\n　　如果特朗普征收关税的目的是让苹果开始在美国生产iPhone，那么这个目标在短期内不太可能实现。\n　　目前，苹果在美国的产品制造规模较小，无法与iPhone及其配套的专业组件供应商网络相提并论。即使苹果在美国建立了供应链、组建员工队伍并设立生产设施，成本也将高得令人无法承受，很可能超过关税的负面影响。\n　　苹果预计将继续在海外生产iPhone，并想办法应对将这些手机进口到美国时所产生的额外关税问题。施内曼表示：“已经有报道称，苹果试图让供应链来消化一部分额外成本，这是苹果所擅长的。”\n　　知名苹果分析师郭明𫓹表示，新关税政策对苹果无疑是负面影响，但苹果并非无计可施。在美国市场，新款高端iPhone占比65%-70%，而高端用户相对能接受苹果涨价。\n　　此外，苹果有许多方式可转嫁关税成本，以降低消费者对涨价的负面观感，如与电信运营商合作提高补贴金额、降低换购方案折扣等。另一个方式是加大对供应链的砍价力道。市场预期大部分的苹果供应链将面临更大的砍价压力。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：赵思远","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2524543273","isCrawlerRequest":true}