※ 引述《chordate (にんきもの)》之铭言:
: 川普:对苹果三星等手机制造商征关税 拟6月底实施
: 他还说,关税措施并非是要伤害美国企业,而是有助吸引大量投资,创造美国就业机会。
: 若企业想在美国卖产品,在通常情况下,会被要求在美国生产产品,但并非所有产品都是
: 如此,“有些产品我们不想自行生产”,从其他地方进口相对划算,但有些类型的产品,
: 像是汽车,“我们希望自己生产”。
https://x.com/mingchikuo/status/1925904346450915799
https://x.com/mingchikuo/status/1925904334249697511
知名的水果分析师郭明錤说
In terms of profitability, it's way better for Apple to take the hit of a 25%
tariff on iPhones sold in the US market than to move iPhone assembly lines
back to US.
就获利而言,Apple为在美国市场销售的iPhone承受25%关税,远好于将iPhone组装产线搬
回美国。
25%关税和美国制造相比
25%关税划算多了
将生产线及相关供应链移回美国的成本应该是天价
而且品质又是另外一个问题
https://x.com/mingchikuo/status/1925970861875486822
https://x.com/mingchikuo/status/1925970848017469469
另外,郭明錤又提到
Here are a few additional points:
1. The specific tariff percentage Trump proposes on iPhones isn’t the main
concern. The bigger issue is that this is Trump’s second recent pointed
comment targeting Apple—a warning sign Apple can’t ignore.
2. Apple’s top priority in negotiations with Trump should be finding ways to
avoid, delay, or prevent higher iPhone tariffs. For example, Apple could
adjust its DEI policies to secure Trump’s temporary commitment to hold off on
targeting them.
3. Moving all iPhone assembly for US models back to the US before Trump’s
term ends is unrealistic, and Trump also opposes Apple producing iPhone US
models in India. So, even if Apple secures a temporary deal with Trump to
avoid iPhone tariffs this time, there’s no guarantee they won’t face
repeated tariff threats during his term.
1. 川普宣称将课征多少iPhone关税并非重点,重点这是川普近期第二次对Apple针对性的
言论,此为Apple不容忽视的讯号。
2. 如何避免、延缓川普iPhone关税或进一步调升,就是Apple现在要跟川普谈判的首要重
点。例如,Apple能否能借由改变DEI政策,以换取川普暂时性的不针对他们。
3. 在川普卸任前,将所有iPhone美国机型的组装产线搬回美国是不现实的,但川普又反
对Apple在印度制造iPhone美国机型,故即便此次Apple与川普谈成暂时性的协议以避免
iPhone关税,但在川普卸任前,难保Apple将时不时面临关税威吓。
由川普讨厌DEI,所以水果店短期内可以用DEI和川普谈判
调整甚至取消水果内部的DEI政策寻求避免或延缓川普的针对性关税
然后用拖字决,一边拖一边找其它地点制造组装
就是想办法拖到川普byebye,反正美国制造是不可能的事