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明明如晦

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05-23

特朗普真神经病吧...

特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税

2024-12-06

据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板

库克被问加按钮要不要向乔布斯道歉

2024-11-29

图里难道不是下降到第四，你丫标题能写成升到第四？

抱歉，原内容已删除

2024-11-21

不看好财报后大涨，买入垂直价差put.[哟哟]

2024-10-04

‌$特斯拉(TSLA)$ ‌昨天开盘跌的太快，庄家来不及跑，拉高出货今天全跑了‌[流泪] ‌‌[流泪] ‌

2024-10-01

‌$英伟达(NVDA)$ ‌‌$特斯拉(TSLA)$ ‌应该很多人慢慢套现准备资金炒A股这波红利吧...东升西降

2024-09-17

$美的集团(00300)$ 落袋平安

2024-09-11

离谱哈哈哈🤣

2024-09-11

‌$苹果(AAPL)$ ‌因为华为折叠屏价格所以变成了苹果利好？

2024-09-04

‌$英伟达(NVDA)$ ‌下半场应该会拉。500亿的回购在不可能直接就崩盘了

2024-08-23

‌$英伟达(NVDA)$ ‌有无大哥分析一下，鲍威尔讲的是什么春药？

2024-08-10

‌$特斯拉(TSLA)$ ‌空军：现在是我的回合！抽卡！特斯拉！

2024-08-07

‌$英伟达(NVDA)$ ‌明明绿灯，转眼变成红灯~

2024-08-06

‌$英伟达(NVDA)$ ‌拉高了不应该跑了吗..

2024-08-02

‌$英特尔(INTC)$ ‌ 目标16

2024-08-02

‌$英伟达(NVDA)$ ‌目标价：97.3

2024-08-01

‌$特斯拉(TSLA)$ ‌特斯拉画了一个火箭，代表即将起飞

2024-08-01

‌$英伟达(NVDA)$ ‌老黄：吃了我的给我吐出来~

2024-07-27

‌$英伟达(NVDA)$ ‌没必要矜持了，跳吧

2024-07-26

‌$腾讯控股(00700)$ ‌‌$腾讯控股(00700)$ ‌‌354是腾讯最后的倔强

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19:31","market":"us","language":"zh","title":"特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1194830776","media":"智通财经网","summary":"在美国销售的iPhone将在美国制造和生产的。","content":"<html><head></head><body><p>美国总统特朗普在社交媒体上表示：<strong>我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。</strong></p><p>据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。</p><p style=\"text-align: justify;\">特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”</p><p style=\"text-align: justify;\">特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。</p><p style=\"text-align: justify;\">此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。</p><p style=\"text-align: justify;\">华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出，特朗普此举令投资者情绪转向悲观，尽管面临特朗普施加的关税压力，苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。</p><p style=\"text-align: justify;\">该机构还表示：“尽管苹果已宣布将向美国投资5000亿美元，主要用于人工智能驱动的计划以及产能扩张，但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移，我们认为 iPhone 不可能在短期内，甚至中长期也不可能在美国生产。”</p><p style=\"text-align: justify;\">Wedbush的分析师团队补充道，如果苹果完全在美国生产 iPhone，其价格大约为3,500 美元，甚至远超该价格，生产周期可能为五到十年，这对于这家科技巨头来说是一个“不可行的童话故事”。</p><p style=\"text-align: justify;\">由于不确定性增加，Wedbush的分析师们现在认为，苹果首席执行官蒂姆·库克可能会提高他的政治技巧，并试图“在谈判中应对这种复杂的关税局势，尤其是在今年秋季开始生产iPhone 17 时”。</p><p style=\"text-align: justify;\">苹果全球年销售超2.2亿部iPhone，Counterpoint Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。</p><p style=\"text-align: justify;\">对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。</p><p style=\"text-align: justify;\">华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。</p><p style=\"text-align: justify;\">华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"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>特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税</title>\n<style 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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特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1297115.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统特朗普在社交媒体上表示：我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1297115.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bef220ec799cceb85c01a6a7e534d55d","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1297115.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194830776","content_text":"美国总统特朗普在社交媒体上表示：我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出，特朗普此举令投资者情绪转向悲观，尽管面临特朗普施加的关税压力，苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。该机构还表示：“尽管苹果已宣布将向美国投资5000亿美元，主要用于人工智能驱动的计划以及产能扩张，但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移，我们认为 iPhone 不可能在短期内，甚至中长期也不可能在美国生产。”Wedbush的分析师团队补充道，如果苹果完全在美国生产 iPhone，其价格大约为3,500 美元，甚至远超该价格，生产周期可能为五到十年，这对于这家科技巨头来说是一个“不可行的童话故事”。由于不确定性增加，Wedbush的分析师们现在认为，苹果首席执行官蒂姆·库克可能会提高他的政治技巧，并试图“在谈判中应对这种复杂的关税局势，尤其是在今年秋季开始生产iPhone 17 时”。苹果全球年销售超2.2亿部iPhone，Counterpoint Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378420765425952,"gmtCreate":1733418335097,"gmtModify":1733418338053,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"htmlText":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","listText":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","text":"据说16发布会当天，梵蒂冈教皇都去了帮忙压乔布斯的棺材板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378420765425952","repostId":"2489510244","repostType":2,"repost":{"id":"2489510244","kind":"news","pubTimestamp":1733404440,"share":"https://www.laohu8.com/m/news/2489510244?lang=&edition=full","pubTime":"2024-12-05 21:14","market":"us","language":"zh","title":"库克被问加按钮要不要向乔布斯道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=2489510244","media":"微博财经-财道工作室","summary":"来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>来源：@经济观察报微博</p><div></div>\n<p cms-style=\"font-L\">【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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}\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库克被问加按钮要不要向乔布斯道歉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-05 21:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.shtml><strong>微博财经-财道工作室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0861579265.USD":"联博低波幅策略股票基金A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","BK4579":"人工智能","BK4585":"ETF&股票定投概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","AAPL":"苹果","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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19:31","market":"us","language":"zh","title":"特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1194830776","media":"智通财经网","summary":"在美国销售的iPhone将在美国制造和生产的。","content":"<html><head></head><body><p>美国总统特朗普在社交媒体上表示：<strong>我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。</strong></p><p>据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。</p><p style=\"text-align: justify;\">特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”</p><p style=\"text-align: justify;\">特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。</p><p style=\"text-align: justify;\">此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。</p><p style=\"text-align: justify;\">华尔街知名投资机构Wedbush Securities在特朗普威胁将对于苹果征收25%关税后指出，特朗普此举令投资者情绪转向悲观，尽管面临特朗普施加的关税压力，苹果及其制造合作伙伴仍然很可能继续将iPhone生产中心留在印度和中国。</p><p style=\"text-align: justify;\">该机构还表示：“尽管苹果已宣布将向美国投资5000亿美元，主要用于人工智能驱动的计划以及产能扩张，但考虑到这种计划所需的颠覆性的成本模型和异常艰难的供应链转移，我们认为 iPhone 不可能在短期内，甚至中长期也不可能在美国生产。”</p><p style=\"text-align: justify;\">Wedbush的分析师团队补充道，如果苹果完全在美国生产 iPhone，其价格大约为3,500 美元，甚至远超该价格，生产周期可能为五到十年，这对于这家科技巨头来说是一个“不可行的童话故事”。</p><p style=\"text-align: justify;\">由于不确定性增加，Wedbush的分析师们现在认为，苹果首席执行官蒂姆·库克可能会提高他的政治技巧，并试图“在谈判中应对这种复杂的关税局势，尤其是在今年秋季开始生产iPhone 17 时”。</p><p style=\"text-align: justify;\">苹果全球年销售超2.2亿部iPhone，Counterpoint Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。</p><p style=\"text-align: justify;\">对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。</p><p style=\"text-align: justify;\">华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。</p><p style=\"text-align: justify;\">华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"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>特朗普“威胁”苹果：在美国制造iPhone，否则征收至少25%关税</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/1297115.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bef220ec799cceb85c01a6a7e534d55d","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.zhitongcaijing.com/content/detail/1297115.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194830776","content_text":"美国总统特朗普在社交媒体上表示：我很久以前就告诉苹果的蒂姆·库克，我希望他们在美国销售的iPhone将在美国制造和生产，而不是印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。据了解，特朗普此番针对苹果的激进表态发生在库克本周早些时候前往白宫与美国总统以及一众内阁成员举行会晤之后，会议具体内容未知。此行之前，特朗普本月曾表示自己“对蒂姆·库克有点意见”。特朗普在中东访问期间谈及库克和苹果的印度制造计划，以及苹果iPhone制造合作伙伴们在印度扩张产能的计划时表示：“他正在印度各地建厂，而我不希望你们在印度建厂，而是来美国生产iPhone。”特朗普还表示，在双方进行深度交流后，苹果将“增加其在美国的产量”。此前在今年2月，苹果宣布未来四年将在美国投资约5000亿美元在美国扩大iPhone等消费电子产品产能以及扩大所谓的“果链”——即“苹果代工与供应链”企业在美国的产能。此前的财报电话会上，库克试图缓解投资者们对美国政府关税政策的担忧情绪。他对分析师们表示，他相信“在美国销售的大多数 iPhone 的原产国将是印度”，而越南将生产大多数iPad、Mac、Apple Watch 和 AirPods。华尔街知名投资机构Wedbush 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Research的研究数据显示，目前美国进口的iPhone产品中大约五分之一来自印度制造，其余基本上来自中国iPhone制造中心。对于苹果面临的关税压力以及消费者购买iPhone的成本而言，最新的积极消息无疑在于——中美经贸高层经瑞士日内瓦经贸会谈之后达成积极共识，宣布将大幅降低双边关税水平。根据多家金融机构测算，最新贸易共识意味着当前对绝大多数商品而言，美国对华今年的新增关税从145%大幅降至30%(芬太尼20%+对等关税10%)。华尔街金融巨头摩根士丹利近日发布深度研究报告称，通过快速提升位于印度的多家大型iPhone制造工厂产能以及比以往更加有针对性的iPhone产品存储组合转变与调整，而不是在将生产线转移至美国，可能显著缓解关税政策带来的对于苹果基本面的负面冲击。华尔街大行美国银行近日发布研报称，基于苹果持续稳健的盈利能力、对于关税政策的担忧引发苹果旗下消费电子产品需求大幅前置“强化换机逻辑”进而带动毛利率改善，以及即使基于新一代更先进AI功能的Siri数字助手延期，苹果iPhone业务营收仍有望基于关税以及AI功能共同驱动的换机需求而实现稳健增长，再加上苹果长期持续的大额回购等股东回报举措，重申对于苹果股票的“买入”这一最乐观看涨评级，对于苹果的目标股价从250美元小幅下调至240美元。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356258094174632,"gmtCreate":1727980438134,"gmtModify":1727980440320,"author":{"id":"4184491341028372","authorId":"4184491341028372","name":"明明如晦","avatar":"https://static.tigerbbs.com/d8010d9cee471deb212f9cf5f2e7935a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4184491341028372","authorIdStr":"4184491341028372"},"themes":[],"htmlText":"‌<a 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21:14","market":"us","language":"zh","title":"库克被问加按钮要不要向乔布斯道歉","url":"https://stock-news.laohu8.com/highlight/detail?id=2489510244","media":"微博财经-财道工作室","summary":"来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>来源：@经济观察报微博</p><div></div>\n<p cms-style=\"font-L\">【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用iPhone拍摄如此多的照片和视频，让它变得简单优雅对他们来说很重要。因此，增加相机控制按钮很有意义。”各位网友，您怎么看？（IT之家）@东方财经</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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}\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库克被问加按钮要不要向乔布斯道歉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-05 21:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.shtml><strong>微博财经-财道工作室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：@经济观察报微博\n【#库克被问加按钮要不要向乔布斯道歉#】据IT之家，苹果公司CEO库克近日接受了《WIRED》的专访，针对生成式AI、通用人工智能、反垄断诉讼、iPhone16等话题进行了讨论。期间，记者提问库克有没有因为在iPhone16上添加按钮向乔布斯道歉，因为乔布斯很讨厌按钮。库克表示，“我不知道乔布斯会怎么想。当然，我和他一起工作了很长时间，有自己的看法。但事实是，人们一直在用...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/wbstock/2024-12-05/doc-incympzi2768374.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0861579265.USD":"联博低波幅策略股票基金A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","BK4579":"人工智能","BK4585":"ETF&股票定投概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","AAPL":"苹果","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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