美国银行表示，苹果股价已因特朗普政府的关税政策而面临沉重的抛售压力，但将更多生产转移到美国将带来极大的困难，并导致iPhone成本飙升。分析师Wamsi Mohan写道，虽然有可能将最终的组装转移到美国，但转移整个iPhone供应链将是一项更艰巨的任务，即使有可能，也或将耗时数年。
“仅因美国更高的劳动力成本，iPhone的成本就可能上涨25%；此外，如果苹果还需为进口组件支付对等关税，那我们预计iPhone的总成本将上涨超过90%。”预计除非明确了新关税会持续多久，否则苹果不会着手将制造业务转移到美国。
“买入”评级，目标价250美元。“买入”评级反映出苹果“稳定的现金流、富有韧性的盈利以及受益于人工智能应用于边缘设备的潜力”。
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