"An apple a day keeps the tariffs away" — The business logic behind the $600 billion investment in the U.S.

On August 6th, Eastern Time, Apple announced an additional $100 billion investment in the U.S. over the next four years. Additionally, Trump stated that companies like Apple building factories in the U.S. could be exempt from 100% of tariffs on chips and semiconductors. Back in February, Apple had already announced a $500 billion investment plan in the U.S.

"5+1=6"—Apple's move is nothing short of a $600 billion "all-in bet."

The combination of U.S. investment and tariff exemptions has driven Apple's stock price surge. Policy-driven revivals truly have boundless power.

$Apple(AAPL.US) On the 6th, Apple's stock closed up 5.09%, with trading volume nearly tripling. On the 7th, it rose again, closing up 3.18% amid strong bullish momentum. Those who bought a few days before the 6th really hit the jackpot—even CC is envious!

The KDJ golden cross has formed, and the BIAS has entered overbought territory. The DIF shows signs of crossing above the DEA, potentially signaling another rally. However, the overbought condition may trigger a correction, so consider profit-taking by reducing positions at 220-225.

Speaking of which, CC also wants to talk about Trump and the U.S.

In the past, imported goods in the U.S. were cheap because countries like China and Vietnam sold them at low prices. Now, Trump says, "No! I want to protect American factories!" So, he imposed tariffs on foreign products, but not on those made locally. The result? More U.S.-made products but possibly higher prices.

Previously, goods were imported from countries with cheap labor. Now, they're produced in places with high labor costs and expensive rent, plus the added cost of reshoring. Who else would prices rise for? Of course, some products that don't reshore still face tariffs.

At its core, Trump's strategy is "America First"—focusing on domestic affairs first. It can be summed up in one sentence: "Make America great again by putting its own house in order." The method to achieve this, however, is to unsettle the rest of the world...

Apple's $600 billion investment will likely boost U.S. non-farm employment and lift the economy. One Apple might not be enough, but what if others follow suit?

However, in this scenario, prices are likely to rise. Trump is also pushing for interest rate cuts—could this lead to long-term inflation? Though the rate cuts aren't confirmed yet.

The impact on the stock market is also significant.

Investing in U.S. manufacturers like Apple and Intel could yield short-term gains due to Trump's "tax exemptions." Investing in high-tech tool providers, like AI and chip companies, is also promising since their products are in high demand.

Companies with overseas supply chains might suffer, as higher expenses could reduce profits. Market panic over tariff impacts could also hurt them. But it's hard to say—overseas costs might still be cheaper, and fundamentals like market focus matter too.

What about those hit by high tariffs? Short-term business might dip, but in the long run, if their products are cheap and high-quality, the U.S. will have to buy them.

CC thinks there's no need to panic.

The market is like the weather—sometimes sunny, sometimes rainy. Instead of panicking, it's better to invest in leaders like Apple and Microsoft, which have strong products. For Hong Kong stocks, initial assessments suggest resilience and rebound potential, so look for bargains and dip your toes in.

$NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) ,