Apple's stock price has rebounded consistently; is the market betting on tariff exemptions for the iPhone?
"90% of investors believe that Apple will receive a tariff exemption," after all, Apple has received an exemption once during the Trump 1.0 period. Wall Street believes that under the "America First" policy, Trump may not want to harm iconic American companies like Apple, especially after the company promised to invest 500 billion dollars in the USA over the next four years.
The valuation of the startup is set at 32 billion USD! Google, NVIDIA, and star VCs are flocking to invest, demonstrating the influence of the "AI guru" Ilya Sutskever.
SSI was co-founded by Ilya Sutskever, co-founder and former chief scientist of OpenAI, Daniel Gross, former head of Apple's AI department, and investor and AI researcher Daniel Levy. Founded only a year ago, it has not launched any products yet, but has already secured over 3 billion dollars in funding. Analysis suggests that the competition in the AI field has shifted from purely a capital war to a talent war, with top AI researchers becoming one of the core investment logics.
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600 tons of iPhones are rumored to be air transported to the USA, and analysts lament that Apple cannot escape the fate of regression!
① The President of the USA, Trump, announced on Wednesday that the implementation of reciprocal tariffs would be delayed by 90 days, but Analysts still hold a pessimistic view on Apple; ② Analysts stated that due to the high tariffs imposed on Commodities from China, it is unprofitable for Apple to import iPhones from China; ③ Analysts reached a consensus that even under the threat of tariffs, it is unlikely for Apple to produce iPhones in the USA, as this option would entail even higher costs.