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Shares of Broader Tech Companies Are Trading Higher Following President Trump's Decision to Implement a 90-day Pause on Reciprocal Tariffs for All Countries Except China.
Shares of Consumer Staples Companies Are Trading Higher Following President Trump's Decision to Implement a 90-day Pause on Reciprocal Tariffs for All Countries Except China.
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
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