苹果股价重挫9%！美国关税大棒下iPhone会涨价吗_老虎社区_美港股上老虎

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...

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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":"IE0034235303.USD","symbol_name":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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17涨价。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4553":"喜马拉雅资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) 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Will iPhone price increase under the big stick of US tariffs?","themeId":"3d82fc6d01751d629844b5fa16731cef","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1},"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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}