Apple loses more than $ 300 billion in the market value of Trump Treiff Hit

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Digest opened free editor

Apple lost more than $ 300 billion in the market value on Thursday, making it one of the largest victims in Wall Street of Blitz in Donald Trump in order to the efforts of CEO Tim Cook to manage management.

The shares in the iPhone maker fell by more than 9 percent, as the trading was closed in New York on Thursday. The market value has reduced to $ 3.05 trillion from 3.36 Trine in the largest evaluation of one day ever.

Trump struck all of appleThe largest resource and center for manufacturing in Asia, including China, Taiwan, India and Vietnam, with a huge new tariff on imported goods to the United States.

The aggressive step will affect almost every model of iPhone, iPad, Mac and Accessory that the technology giant is sold.

The US President pledged to “liberate” the economy provided by the economy Cook With an unenviable option between raising prices for its advanced electronics or swallowing additional costs, which can wipe tens of billions of dollars from the profits made by apple investors long ago.

Apple in February pledge To employ 20,000 employees and invest $ 500 billion in the United States over the next four years, including manufacturing servers, a new artificial intelligence manufacturing servers in Texas.

However, Cook, who risked Apple employees by attending Trump’s inauguration and visiting the president at the White House, has not yet obtained any exemption from New tariff.

White House certain There was no excavation of Apple on the president’s executive.

On Wednesday night, the company refused to comment on whether there was any possibility to secure a fee exemption, and it also succeeded in doing it during the first period of Trump.

Apple did not immediately respond to another request to comment on Thursday.

CITI analysts estimate that the iPhone maker has more than 90 percent of its manufacture in China, which is to face a combined customs tariff of at least 54 percent on imports to the United States.

Vietnam and India, which produces an increasing number of Apple products including iPhone and AirPods and watches, faces a “mutual” tariff by 46 percent and 26 percent, respectively.

However, the semiconductor semiconductors are exempt from the new customs tariffs, which can protect Apple, a customer of the giant conductor manufacturer in Taiwan, from a 32 percent “mutual” duty of the island.

The new TSMC factory in Arizona is believed to explain a large part of hundreds of billions of dollars pledged by Apple and NVIDIA to spend it over US production over the coming years.

However, this factory’s expansion is likely to become more expensive, given a 20 percent new tariff on imports from the European Union, including from the manufacturer of ASML -based Dutch dots.

TD COWEN analysts estimate that US sales represent approximately a third of Apple revenues, of which about three quarters come from devices products. They said that the iPhone alone constitutes nearly two -thirds of the revenues of the American devices.

“Based on the scale of the Apple device products … and the countries you make, we appreciate that every 10 percent of the tariffs will affect net income by 3.5-4 percent” over the next two years, TD Cowen wrote in a memorandum of customers.

CITI analysts estimate that 9 percent of Apple’s total margin if he cannot avoid China’s tariff as expected.

Jefferies says that about 37 million iPhone will be imported to the United States from China this year, which reduces Apple’s net profit by 14 percent unless fees compensation for fees.

“Even if Apple is exempt from the current definitions, you will need to accelerate the efforts to diversify the supply chain, and thus you need to pay its suppliers better,” Jeffrez said in a note on Thursday.

Angelo Zaino, CFRA stock analyst, wrote that Apple faced “unprecedented challenges” of definitions, adding that the company will face a problem in passing costs for consumers without a harmful impact on revenues, given the broader economic view.

The influence of seismic tariff comes at a time when Apple is already facing challenges in its basic business, with competitive pressure from local smart phone makers in the decisive China market that leads to its revenues there.

IPHONE sales decreased slightly in the quarter of December, as China’s total revenues of Apple fell by 11 percent on an annual basis.

The new “Apple Intelligence” features “Apple Intelligence”, which it bets on to lead the next wave of iPhone sales and promotions, has reached the organizational road barriers in China and delayed in the United States.



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