Bill The Investor
Bill The Investor
$AAPL
+0.71%
终于可以在美国打螺丝了！ Tim Cook 刚宣布：Mac mini 今年晚些时候首次在美国本土生产（Houston 厂），AI 服务器继续加码，还新开先进制造培训中心。作为 $600B 美国投资承诺的一部分，这步棋下得及时。 对 $AAPL 来说，这是对关税风险的实质对冲，还是只是公关秀？本土制造比例能到多少？供应链安全 vs 成本上升，谁赢谁输？
Tim Cook
Tim Cook @tim_cook · 
As part of our $600B commitment, Mac mini will be produced in the US for the first time later this year! We're accelerating our progress even further— producing more AI servers and opening an all-new Apple Advanced Manufacturing Center for hands-on training. https://t.co/NO5DeZvPwP
00:00:25
From X

Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.

16