Apple navigates Trump’s tariffs

苹果公司巧妙应对特朗普的关税政策

Behind the Money

2025-04-09

18 分钟
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US President Donald Trump’s announcement of “reciprocal” tariffs caused havoc in the markets, notably hitting Big Tech stocks such as Apple. The company lost more than $300bn in market value the next day, and its path forward is complicated. The FT’s San Francisco correspondent Michael Acton explains why the iPhone maker is vulnerable, and what options it has to minimise the damage. Clips from PBSNewshour, C-SPAN - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: Apple loses more than $300bn in market value from Trump tariff hit Apple and other US tech groups hit as Donald Trump targets suppliers Fraying transatlantic ties will cost companies dearly And for further listening:  Why Apple can’t leave China - - - - - - - - - - - - - - - - - - - - - - - - - -  Follow Michael Acton on X (@MActon93). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • All right, Michael, now you cover Apple here at the FT.

  • So how would you describe right now how the company is doing?

  • Well, it's pretty dire.

  • They're in a sort of weird transition period of waiting to see the full impact of the Trump tariffs and.

  • We saw just the day after US President Donald Trump announced these reciprocal tariffs,

  • $300 billion wiped off Apple's market valuation.

  • So just like all of the biggest US tech companies and indeed the market more broadly,

  • they really need to figure out what steps they need to take next to mitigate the impact of this really sort of historic tariff hike that's come from the White House.

  • Last week, on what he dubbed Liberation Day, U.S.

  • President Donald Trump unveiled tariffs of more than 40 percent on some of America's biggest trading partners.

  • The news sent markets into a tailspin,

  • and some of the stocks hammered by this include the American tech companies known as the Magnificent Seven.

  • Today on Behind the Money, We're looking into how Apple,