Notes
Bybit Gold & FX（MT5）已上线 — 包括 $AAPL 、 $TSLA 、 $META 、 $NVDA 、 $AMZN 等 78 支顶级股票
用USDT即可交易全球市场
这个功能太酷拉🎉
@benbybit @tina_bybit @Bybit_ZH
$AAPL - NEEDHAM CALLS APPLE’S WWDC KEYNOTE ‘DISAPPOINTING’
Needham maintained a Hold rating on Apple with no price target after its WWDC keynote, calling the event "disappointing." Despite features like live-call translation, call screening, and a new gaming hub, the firm sees no major value drivers. Siri updates were also labeled "underwhelming," and Needham reiterated that Apple needs an iPhone upgrade cycle to boost its stock.
$AAPL - MORGAN STANLEY: 25% TARIFF WON’T RESHORE IPHONE PRODUCTION
Morgan Stanley says a 25% tariff on imported iPhones won’t push Apple to move production to the U.S., citing high costs and long timelines. Building U.S. plants would take over two years and cost billions. A U.S.-made iPhone would be 35% more expensive—far more than the 4–6% price hike needed to offset the tariff. The firm warns that Apple’s continued shift to India could strain its relationship with the administration and risk higher tariffs. Still, Apple may offset the impact through increased U.S. investment under its $500B plan.
WEDBUSH ON APPLE ( $AAPL): U.S.-MADE IPHONE COULD COST $3,500 — “A FAIRY TALE”
Analyst Daniel Ives reiterated an Outperform rating and $270 price target, calling the idea of U.S.-made iPhones a "fairy tale."
This follows a post from former President Trump threatening a 25% tariff on Apple if it continues shifting iPhone production to India instead of moving it to the U.S. Apple recently increased its investment in India, with Foxconn announcing a $1.5 billion factory there.
Despite Apple’s $500 billion U.S. investment—mainly in AI—Wedbush sees no realistic path for U.S.-based iPhone manufacturing due to cost and supply chain challenges. Producing iPhones in the U.S. could push prices to ~$3,500 and take 5–10 years to implement, making it unfeasible.
$AAPL - APPLE COULD RAMP IPHONE ASSEMBLY IN INDIA UP TO 65% BY FALL
Apple has adopted a very hedged supply chain strategy with iPhone 17 production this fall and could ramp assembly production in India up to 60% to 65%, though it may pivot back to China depending on how the tariff fight plays out, Wedbush analysts say in a research note. The push toward India production has been a smart strategic move given the uncertain tariff environment around China, the analysts say. The Trump administration will probably keep putting pressure on Apple to build iPhones in the U.S., but that would hike iPhone prices up to a non-starter range of about $3,500, they say.
转评赞本条介绍【 @injective 成功将美股七大科技龙头首次齐聚链上 】的推文，5月19日20点，抽10U红包*5人。
会手动屏蔽太像机器人的账号，希望把红包送给经常和杰尼郡互动的真实用户，谢谢大家理解。
可以说是一个历史性时刻了，恭喜 @injective 成功将美股七大科技龙头首次齐聚链上！
过去总觉得链上资产少点什么，不少身边朋友都想参与美股交易，却被门槛和通道卡住。而现在，在 @injective 的创新 iAsset 框架支持下， $AAPL 、 $MSFT 、 $AMZN 、 $NVDA 、 $META 、 $GOOGL 、 $TSLA 七大巨头已可通过 Injective 头部 DEX @HelixApp_ 实现 24/7 全天候链上交易。
与此同时，中美关系缓和，在瑞士举行的会谈释放积极信号，市场风险偏好回暖，又是熟悉的牛回味道。科技股作为风向标，毫无疑问会率先走出反弹走势。
而这一次，Web3的用户无需美元账户，无需美股券商，可以直接链上参与，真正打破了传统金融的壁垒，想象P小将们和华尔街的Old Money在美股PVP就刺激。
经过7年多轮牛熊， @ericinjective 还在持续为链上金融的未来 Build， 这波 @injective / $INJ 底部已经将近+50%，确实该迎来属于自己的高光时刻了。
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本条推特不构成任何投资意见，DYOR
