<p><strong>苹果</strong>（AAPL 4.24%）决定在美国增加 1000 亿美元的投资——将其在未来四年的总承诺提升至 6000 亿美元——正值 iPhone 制造商的关键时刻。但这可能是一个净积极的信号，因为公司正在寻找增加销售和利用其有希望的财政第三季度财报的增长动力的方法。</p>
<p>苹果和总统唐纳德·特朗普于 8 月 6 日星期三宣布了这一消息，这一天白宫也宣布了一系列针对数十个国家的新关税，将于星期四生效。关税一直是苹果股票的一个担忧，因为该公司大部分备受赞誉的 iPhone 是在中国制造的。虽然苹果曾计划将部分生产转移到印度，但特朗普大声宣称他希望 iPhone 的制造在美国进行。</p>
<p>这一公告未能真正实现美国本土制造智能手机，但确实包括了在国内制造 iPhone 所需的多个组件的具体计划和合作伙伴关系。通过创建苹果的美国制造计划，该公司正在将更多的供应链和先进制造资源带到美国。</p>
<p>苹果宣布，该计划的初始合作伙伴包括 <strong>康宁</strong>、<strong>科赫</strong>、GlobalWafers America、<strong>应用材料</strong>、<strong>德州仪器</strong>、三星、<strong>全球晶圆</strong>、<strong>安靠科技</strong> 和 <strong>博通</strong>。此前，苹果还承诺从 <strong>MP Materials</strong> 购买稀土材料。</p>
<p>根据苹果的说法，合作的例子包括将使用康宁的玻璃产品用于 iPhone 和 Apple Watch，并将与科赫合作采购面部识别和其他服务所需的 VCSEL 激光器。苹果还表示，将使用 GlobalWafers 生产 iPhone 和 iPad 的芯片，这些产品将由德州仪器和 <strong>台湾半导体制造公司</strong> 的亚利桑那工厂制造。</p>
<p>“苹果工程师与美国各地的供应商紧密合作，创造出处于创新前沿的硅芯片，” 苹果首席运营官萨比赫·汗表示。“我们致力于支持参与芯片制造过程每个关键阶段的美国供应商——从最早的研究和开发阶段，到最终的制造和包装。我们希望美国在这一关键行业中领先，并正在扩大我们的努力，以发展一个有利于美国创新者的硅制造生态系统。”</p>
<p>市场对这一公告反应积极，苹果股票在星期三上涨了 5%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgzMTIvYWFwbC5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="420" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgzMTIvYWFwbC5wbmcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>苹果股票的反转？</h2>
<p>投资者显然希望这与苹果最近的财报相结合，能够点燃苹果股票的火焰，并最终推动其上涨。尽管其他科技股表现强劲，但苹果的表现相对平稳，在过去 12 个月中上涨不到 2%。其年收入在过去三年中趋于平稳，这使得苹果在近二十年内成为全球最大的上市公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e4eaae934ee6f3a677682e922833b073.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="441" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e4eaae934ee6f3a677682e922833b073.png"/></p>
<p>AAPL 年收入数据来自 YCharts。</p>
<p>现在，<strong>英伟达</strong> 和 <strong>微软</strong> 在最大公司的排名中超过了苹果，<strong>谷歌母公司</strong> 和 <strong>亚马逊</strong> 也迅速缩小了差距。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/d45dac8b0f79ec377eaf663322cae388.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="720" height="507" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/d45dac8b0f79ec377eaf663322cae388.png"/></p>
<p>AAPL 市值数据来自 YCharts。</p>
<p>然而，投资者在 7 月 31 日终于得到了好消息，当时苹果公布了其财政第三季度财报（截至 6 月 28 日）。收入增长 10% 至 940 亿美元，每股收益增长 12% 至 1.57 美元。产品销售增长 8.2%，相比于苹果在财政第二季度仅增长 2.7% 有了显著改善。</p>
<p>关于星期三的公告，苹果并不是第一家提倡美国制造以避免关税问题的科技公司。全球最大的高端半导体制造商 <strong>台积电</strong> 正在亚利桑那州投资 1650 亿美元，建立一个研发中心、两个先进的封装设施和三个制造厂。这项工作被广泛视为避免未来关税惩罚的对冲措施。</p>
<p>目前尚不清楚苹果的公告将如何影响产品成本。尽管苹果的服务部门持续增长，且利润率远高于产品部门，但苹果仍然从其产品中获得了大部分收入，包括智能手机、Macbook、iPad 和可穿戴设备。</p>
<h2>你应该投资苹果股票吗？</h2>
<p>苹果最近表现令人失望，但公司在这里确实有真正的动力可以利用来进行改变。该公司的估值也相对合理，最近的市盈率为 32，这对于科技股来说是合理的。</p>
<p>苹果的公告应该足以让其避免白宫的反对。是否足以让苹果客户继续购买其产品，并帮助苹果继续增长季度收入则是另一个问题。</p>

苹果

2 倍做多 AAPL ETF - GraniteShares

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

<p>苹果公司宣布将在未来四年内对美国进行 6000 亿美元的投资，其中包括增加 1000 亿美元。这一举措旨在提升销售并支持国内制造，特别是在新关税的背景下。苹果美国制造计划的初始合作伙伴包括康宁和德州仪器。公告发布后，苹果股票上涨了 5%。尽管最近盈利增长，苹果仍面临来自英伟达和微软的竞争，其收入增长停滞。产品成本的影响尚不确定，但这项投资可能有助于维持客户忠诚度和收入增长</p>

<p><strong>Apple</strong>'s (AAPL 4.24%) decision to increase its U.S. investment by $100 billion -- bringing its total recent commitment to $600 billion in the next four years -- comes at a critical time for the iPhone maker. But it could be a net positive as the company looks for ways to increase its sales and grow on the momentum of its promising fiscal third-quarter earnings report.</p>
<div class="lb-trans"><p><strong>苹果</strong>（AAPL 4.24%）决定在美国增加 1000 亿美元的投资——将其在未来四年的总承诺提升至 6000 亿美元——正值 iPhone 制造商的关键时刻。但这可能是一个净积极的信号，因为公司正在寻找增加销售和利用其有希望的财政第三季度财报的增长动力的方法。</p>
</div><p>Apple and President Donald Trump made the announcement on Wednesday, Aug. 6, which is the same day that the White House announced a series of new tariffs against dozens of countries to take effect on Thursday. Tariffs have been a concern for Apple stock because the company makes most of its celebrated iPhones in China. While it had made plans to move some production to India, Trump has loudly proclaimed that he wants iPhone manufacturing to be in the U.S. instead.</p>
<div class="lb-trans"><p>苹果和总统唐纳德·特朗普于 8 月 6 日星期三宣布了这一消息，这一天白宫也宣布了一系列针对数十个国家的新关税，将于星期四生效。关税一直是苹果股票的一个担忧，因为该公司大部分备受赞誉的 iPhone 是在中国制造的。虽然苹果曾计划将部分生产转移到印度，但特朗普大声宣称他希望 iPhone 的制造在美国进行。</p>
</div><p>The announcement falls short of actually building smartphones in the U.S., but it does include concrete plans and partnerships to manufacture several components used in iPhones domestically. Through the creation of Apple's American Manufacturing Program, the company is bringing more supply chain and advanced manufacturing resources to the U.S.</p>
<div class="lb-trans"><p>这一公告未能真正实现美国本土制造智能手机，但确实包括了在国内制造 iPhone 所需的多个组件的具体计划和合作伙伴关系。通过创建苹果的美国制造计划，该公司正在将更多的供应链和先进制造资源带到美国。</p>
</div><p>Apple announced that initial partners in the program include <strong>Corning</strong>, <strong>Coherent</strong>, GlobalWafers America, <strong>Applied Materials</strong>, <strong>Texas Instruments</strong>, Samsung, <strong>GlobalFoundries</strong>, <strong>Amkor Technology</strong>, and <strong>Broadcom</strong>. Previously, Apple had also committed to buying rare earth materials from <strong>MP Materials</strong>.</p>
<div class="lb-trans"><p>苹果宣布，该计划的初始合作伙伴包括 <strong>康宁</strong>、<strong>科赫</strong>、GlobalWafers America、<strong>应用材料</strong>、<strong>德州仪器</strong>、三星、<strong>全球晶圆</strong>、<strong>安靠科技</strong> 和 <strong>博通</strong>。此前，苹果还承诺从 <strong>MP Materials</strong> 购买稀土材料。</p>
</div><p>Examples of the partnership, according to Apple, is that it will use Corning glass products for its iPhones and Apple Watches, and will work with Coherent to source the VCSEL lasers needed for facial recognition and other services. Apple also says it will use GlobalWafers to produce chips for iPhones and iPads, with the products being fabricated by Texas Instruments and by <strong>Taiwan Semiconductor Manufacturing</strong>'s Arizona plant.</p>
<div class="lb-trans"><p>根据苹果的说法，合作的例子包括将使用康宁的玻璃产品用于 iPhone 和 Apple Watch，并将与科赫合作采购面部识别和其他服务所需的 VCSEL 激光器。苹果还表示，将使用 GlobalWafers 生产 iPhone 和 iPad 的芯片，这些产品将由德州仪器和 <strong>台湾半导体制造公司</strong> 的亚利桑那工厂制造。</p>
</div><p>&#34;Apple engineers work closely with suppliers across the United States to create silicon chips that are on the leading edge of innovation,&#34; Apple Chief Operating Officer Sabih Khan said. &#34;We're committed to supporting U.S. suppliers involved in every key stage of the chip-making process -- from the earliest stages of research and development, to final fabrication and packaging. We want America to lead in this critical industry, and we're expanding our efforts to grow a silicon manufacturing ecosystem that will benefit innovators across America.&#34;</p>
<div class="lb-trans"><p>“苹果工程师与美国各地的供应商紧密合作，创造出处于创新前沿的硅芯片，” 苹果首席运营官萨比赫·汗表示。“我们致力于支持参与芯片制造过程每个关键阶段的美国供应商——从最早的研究和开发阶段，到最终的制造和包装。我们希望美国在这一关键行业中领先，并正在扩大我们的努力，以发展一个有利于美国创新者的硅制造生态系统。”</p>
</div><p>The market reacted positively to the announcement, as Apple stock jumped 5% on Wednesday.</p>
<div class="lb-trans"><p>市场对这一公告反应积极，苹果股票在星期三上涨了 5%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgzMTIvYWFwbC5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828312%2Faapl.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>A turnaround for Apple stock?</h2>
<div class="lb-trans"><h2>苹果股票的反转？</h2>
</div><p>Investors are obviously hoping that this, coupled with Apple's most recent earnings report, will spark a fire under Apple stock and finally get it moving higher. While other tech stocks are booming, Apple has been relatively flat, rising less than 2% in the last 12 months. Its annual revenue, which helped make Apple the biggest publicly traded company in the world for nearly two decades, flattened in the last three years.</p>
<div class="lb-trans"><p>投资者显然希望这与苹果最近的财报相结合，能够点燃苹果股票的火焰，并最终推动其上涨。尽管其他科技股表现强劲，但苹果的表现相对平稳，在过去 12 个月中上涨不到 2%。其年收入在过去三年中趋于平稳，这使得苹果在近二十年内成为全球最大的上市公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/e4eaae934ee6f3a677682e922833b073.png" alt="" original-src="https://media.ycharts.com/charts/e4eaae934ee6f3a677682e922833b073.png"/></p>
<p>AAPL Revenue (Annual) data by YCharts.</p>
<div class="lb-trans"><p>AAPL 年收入数据来自 YCharts。</p>
</div><p>Now both <strong>Nvidia</strong> and <strong>Microsoft</strong> top Apple in the rankings of largest companies, with <strong>Alphabet</strong> and <strong>Amazon</strong> rapidly closing the gap.</p>
<div class="lb-trans"><p>现在，<strong>英伟达</strong> 和 <strong>微软</strong> 在最大公司的排名中超过了苹果，<strong>谷歌母公司</strong> 和 <strong>亚马逊</strong> 也迅速缩小了差距。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/d45dac8b0f79ec377eaf663322cae388.png" alt="" original-src="https://media.ycharts.com/charts/d45dac8b0f79ec377eaf663322cae388.png"/></p>
<p>AAPL Market Cap data by YCharts.</p>
<div class="lb-trans"><p>AAPL 市值数据来自 YCharts。</p>
</div><p>However, investors finally got some good news on July 31, when Apple reported its fiscal third-quarter earnings (ended June 28). Revenue jumped 10% to $94 billion, and earnings per share were up 12% to $1.57. Product sales were up 8.2%, which was a vast improvement from the 2.7% increase that Apple saw in the fiscal second quarter.</p>
<div class="lb-trans"><p>然而，投资者在 7 月 31 日终于得到了好消息，当时苹果公布了其财政第三季度财报（截至 6 月 28 日）。收入增长 10% 至 940 亿美元，每股收益增长 12% 至 1.57 美元。产品销售增长 8.2%，相比于苹果在财政第二季度仅增长 2.7% 有了显著改善。</p>
</div><p>Regarding Wednesday's announcement, Apple isn't the first tech company to promote U.S. manufacturing to avoid tariff issues. TSMC, which is the world's largest fabricator for high-level semiconductors that power generative artificial intelligence platforms, is investing $165 billion in Arizona to create a research and development center, two advanced packaging facilities, and three fabricators. The work is widely viewed as a hedge to avoid being penalized by future tariffs.</p>
<div class="lb-trans"><p>关于星期三的公告，苹果并不是第一家提倡美国制造以避免关税问题的科技公司。全球最大的高端半导体制造商 <strong>台积电</strong> 正在亚利桑那州投资 1650 亿美元，建立一个研发中心、两个先进的封装设施和三个制造厂。这项工作被广泛视为避免未来关税惩罚的对冲措施。</p>
</div><p>It's unclear so far how Apple's announcement will affect the cost of products. While Apple's Services division continues to grow and has a far higher profit margin, Apple continues to get the lion's share of its revenue from its products, including smartphones, Macbooks, iPads, and wearable devices.</p>
<div class="lb-trans"><p>目前尚不清楚苹果的公告将如何影响产品成本。尽管苹果的服务部门持续增长，且利润率远高于产品部门，但苹果仍然从其产品中获得了大部分收入，包括智能手机、Macbook、iPad 和可穿戴设备。</p>
</div><h2>Should you invest in Apple stock?</h2>
<div class="lb-trans"><h2>你应该投资苹果股票吗？</h2>
</div><p>Apple has been a disappointment of late, but there's real momentum here that the company can use to make a change. The company is also fairly valued, with a recent price-to-earnings ratio of 32, which is reasonable for tech stocks.</p>
<div class="lb-trans"><p>苹果最近表现令人失望，但公司在这里确实有真正的动力可以利用来进行改变。该公司的估值也相对合理，最近的市盈率为 32，这对于科技股来说是合理的。</p>
</div><p>Apple's announcement should be enough to keep it out of the White House's disapproval. Whether it's enough to keep Apple customers buying its products and help Apple continue to grow its quarterly revenue is another question.</p>
<div class="lb-trans"><p>苹果的公告应该足以让其避免白宫的反对。是否足以让苹果客户继续购买其产品，并帮助苹果继续增长季度收入则是另一个问题。</p>
</div>

Apple's $600 Billion U.S. Investment Could Reshape Its Future

- 苹果公司宣布在美国投资 1000 亿美元，总承诺达 6000 亿美元。  
- 此举旨在应对关税问题并推动销售增长。  
- 市场反应积极，苹果股价上涨 5%。

苹果公司在美国的 6000 亿美元投资可能会重塑其未来