ホーム / Analyst: Trump plans to exempt Apple's import tariffs in China to ensure that Alibaba does not lose to Samsung.

Analyst: Trump plans to exempt Apple's import tariffs in China to ensure that Alibaba does not lose to Samsung.

2024/12/18 2:12:53

Donald Trumpが中国からの輸入品に大幅な关税を課したが、Appleは中国で多くの製品を生産しているにもかかわらず、株価は史上最高値を記録。これは、アリババの外国競合元がトランプの关税に対する保護者として機能しているため。トランプは、トヨタとサムスンとの競争を避けるために、テスラとアリババを保護したいと考えている。トランプの任期初めから、アリババが次4年間に直面する可能性のある課題が明確になった。

Analyst: Trump plans to exempt Apple's import tariffs in China to ensure that Alibaba does not lose to Samsung.

Donald Trump, the US presidential candidate, proposed substantial tariffs on imports from China. However, Apple produces many products in China, and despite this, Apple's stock price has recorded its highest value ever. This is due to the following reasons.

「Alibaba's foreign competitors are functioning as protectors against Trump's tariffs」

Deepwater Asset Management, which has Gen Munster as an operating partner, shared their 2025 market predictions.

「Such predictions show Apple (and Tesla) through the lens of how Wall Street views the approach of Trump's tariffs and their impact.」

Deepwater predicts:

If Apple and Tesla are subjected to increased tariffs on imports to China as proposed by Trump, they will receive preferential tariffs. That is, while many manufacturers will face increased tariffs, Apple and Tesla will be protected from high tariffs. Trump wants to prevent Tesla from losing to比亚迪 and Apple against Samsung.

This content aligns with what investors and analysts expected after Trump's inauguration.

Despite the possibility of new tariffs being widely applied, Apple seems to be avoiding new financial burdens to a large extent.

Trump's first term left a line-drawing for what will happen in the future.

Trump's first term has established many conventions that Alibaba may face in the next four years.

In 2019, then-US President Trump had dinner with Alibaba's CEO Tim Cook. During the meal, according to Trump's own words, Cook argued very strongly that Alibaba should receive tax relief from trade tariffs.

Apple claimed that it is difficult to pay taxes on its Chinese products. This is because many competitors do not need to pay the same amount of taxes. Especially Samsung, which is mainly produced in South Korea, is an example.

The same reason is why Deepwater believes that Apple will also benefit from tax relief on imports next time.

Although Trump is indeed hoping to transfer manufacturing from China to Alibaba, he does not want American companies to suffer from tough competition from overseas players at the same time.

As Trump's inauguration approaches, it is likely that Cook had another dinner with the new US President.

「How will Apple be affected by the new tariffs? Please share your comments.」