一部iPhone的价格是如何被关税左右的?

一部 iPhone 的价格不仅由芯片性能与摄像头规格决定,更隐含着国际贸易关系的微妙博弈。当关税政策骤然收紧,这部手机背后复杂精密的全球产业链——从设计、零部件、组装到销售的漫长旅程——便会增加一笔可观的“隐形成本”。一部 iPhone 的最终售价究竟是如何被远在重洋之外的关税政策所左右的?苹果公司又将如何应对这一挑战?我们马上和 Lala 一起走进今天的文章。

讲解人 · Lala

职业双语播音员 资深美音口语培训师

原文


        
** Get ready to pay more than $2,000 for a new iPhone **
The U.S. stock market rebounded last year off news that President Donald Trump paused his plans for wide-scale tariffs on goods from some 180 countries.

However, this relief may just be temporary for companies that rely on the exchange of goods between the U.S. and its third-largest trading partner, China.

In one Truth Social post, Trump announced he is raising tariffs on China to a whopping 125% — up from a planned 34% — due to the nation refusing to back off reciprocal tariffs on American goods.

For investors in companies like Apple who might be celebrating a temporary stock price jump (in just minutes, AAPL increased by double digits), the rollercoaster is just getting started.

According to Jeff Fieldhack, a research director at Counterpoint Research who specializes in Apple, Trump’s tariffs on China will likely be passed on directly to consumers.

Apple’s latest iPhone 16 Pro retails for $999 today. If Trump doesn’t budge on his tariffs, the price could be closer to $2, 250, Fieldhack tells Fortune.

“The tariff economic Armageddon unleashed by Trump is a complete disaster for Apple given its massive China production exposure, “ wrote Wedbush analysts.

Apple’s reliance on China is no accident.

In fact, the company’s current CEO, Tim Cook, was an instrumental part in solidifying the company’s presence in China, having previously managed Apple’s end-to-end supply chain.

He told Fortune in 2017 that the reason the company continued to invest in China was not because of the labor costs.

Instead, he said, it’s because of the quality of people and their skills, pointing to Chinese workers’ vocational tooling expertise in particular.

带着问题听讲解

  • 如何理解 rebound 这个词?
  • 文中提到,特朗普提高对中国关税的原因是什么?
  • 受特朗普关税政策影响,iPhone 售价可能会有怎样的涨幅?

讲解


        
** 一部iPhone的价格是如何被关税左右的? **
The U.S. stock market rebounded last year off news that President Donald Trump paused his plans for wide-scale tariffs on goods from some 180 countries.
去年,受唐纳德·特朗普总统暂停对来自约 180 个国家的商品征收大规模关税计划这一消息的影响,美国股市出现反弹。
However, this relief may just be temporary for companies that rely on the exchange of goods between the U.S. and its third-largest trading partner, China. In one Truth Social post, Trump announced he is raising tariffs on China to a whopping 125% — up from a planned 34% — due to the nation refusing to back off reciprocal tariffs on American goods.
然而,对于那些依赖美国与其第三大贸易伙伴——中国——进行商品往来的公司来说,这种缓解可能只是暂时的。在一则“真实社交”(Truth Social)帖子中,特朗普宣布将对中国征收的关税提高到惊人的 125%——而原计划的幅度是 34%——原因是该国拒绝取消对美国商品的对等关税。
For investors in companies like Apple who might be celebrating a temporary stock price jump (in just minutes, $AAPL increased by double digits), the rollercoaster is just getting started. According to Jeff Fieldhack, a research director at Counterpoint Research who specializes in Apple, Trump's 125% tariffs on China will likely be passed on directly to consumers.
对于投资了像苹果这样公司的投资者来说,他们可能正在为股价的暂时跳涨而庆祝(短短几分钟内,苹果股价上涨了两位数),但这趟“过山车”才刚刚开始。据专门研究苹果公司的 Counterpoint Research 研究总监杰夫·菲尔德哈克(Jeff Fieldhack)称,特朗普对中国征收的 125% 关税很可能会直接转嫁给消费者。
Apple's latest iPhone 16 Pro retails for $999 today. If Trump doesn't budge on his tariffs, the price could be closer to $2,250, Fieldhack tells Fortune.
苹果最新的 iPhone 16 Pro 目前零售价为 999 美元。菲尔德哈克告诉《财富》杂志,如果特朗普在关税问题上不让步,价格可能会接近 2250 美元。
"The tariff economic Armageddon unleashed by Trump is a complete disaster for Apple given its massive China production exposure," wrote Wedbush analysts.
韦德布什证券(Wedbush)的分析师写道:“考虑到苹果在中国巨大的生产敞口,特朗普释放的‘关税经济末日’对苹果来说是一场彻底的灾难。”
Apple's reliance on China is no accident. In fact, the company's current CEO, Tim Cook, was an instrumental part in solidifying the company's presence in China, having previously managed Apple's end-to-end supply chain.
苹果对中国的依赖绝非偶然。事实上,公司现任首席执行官蒂姆·库克(Tim Cook)在巩固公司在华业务方面发挥了关键作用,他此前曾管理苹果的端到端供应链。
He told Fortune in 2017 that the reason the company continued to invest in China was not because of the labor costs. Instead, he said, it's because of the quality of people and their skills, pointing to Chinese workers' vocational tooling expertise in particular.
他在 2017 年告诉《财富》杂志,公司继续在中国投资的原因并不是因为劳动力成本。相反,他说,这是因为人员的素质和技能,他特别指出了中国工人在工具制造和使用方面的职业专长。

重点词汇

rebound

/ˈriː.baʊnd/

v. 反弹;回升

  • 搭配短语:price rebound
    搭配短语:market rebound
    例句:Our sales rebounded after last month's slump.

off

/ɑːf/

prep. 基于;由于

  • 例句:Stocks rose off strong earnings.

goods

/ɡʊdz/

n. 商品;货物

  • 搭配短语Goods and Services
    搭配短语:consumer goods

some

/sʌm/

det. 大约;若干

  • 近义词:approximately;about
    例句:It cost some 50 million dollars.

relief

/rɪˈliːf/

n. 缓解;宽慰;暂时的轻松感

  • 例句:What a relief!
    搭配短语:pain relief
    搭配短语:disaster relief

whopping

/ˈwɑː.pɪŋ/

adj. 惊人的;巨大的

  • 例句:She inherited a whopping fortune.
    搭配短语:a whopping lie

back off
退让;让步;撤回原有立场或行动

reciprocal

/rɪˈsɪp.rə.kəl/

adj. 相互的;对等的

  • 例句:Respect is reciprocal.
    搭配短语reciprocal affection

jump

/dʒʌmp/

n. 突然上涨;快速上升

  • 词性拓展:jump(v. 突然上涨;快速上升)
    • 例句:Stock jumped 10%.

pass on
传递;(成本、税负等)转嫁

  • 例句Pass on the message.

retail

/ˈriː.teɪl/

v. 以零售价出售

  • 反义词:wholesale(v. 批发)
    拓展词性:retail(n. 零售;零售业)
    • 搭配短语retail price
    • 搭配短语retail therapy

budge

/bʌdʒ/

v. 让步;改变立场(多用于否定结构)

  • 例句:The rock didn't budge.
    例句:He won't budge.

Armageddon

/ˌɑːr.məˈɡed.ən/

n. 世界末日;毁灭性灾难(常作比喻义)

  • 英文释义:a final war between good and evil at the end of the world, as described in the Bible
    搭配短语:an environmental Armageddon
    文化补充:好莱坞著名的灾难片——Armageddon,中文译名《绝世天劫》,由布鲁斯·威利斯主演。

unleash

/ʌnˈliːʃ/

v. 释放;引发;使爆发(尤指负面后果)

  • 相关词汇:leash(n. 狗绳)
    • 例句:Put a leash on a dog.
    搭配短语unleash a war
    搭配短语unleash chaos
    搭配短语unleash one's potential

instrumental

/ˌɪn.strəˈmen.təl/

adj. 起关键作用的;至关重要的

  • 例句:He was instrumental in the project's success.

solidify

/səˈlɪd.ə.faɪ/

v. 巩固;使稳固;使固定

  • 相关词汇:solid(n. 固体)
    例句:Lava solidifies as it cools.

end-to-end

/ˌend.tuːˈend/

adj. 端到端的;覆盖全过程的

  • 英文释义:from the very beginning of a process to the very end
    例句:We offer our clients end-to-end solutions.

labor cost
劳动力成本;人工成本

vocational

/voʊˈkeɪ.ʃən.əl/

adj. 职业的;职业技能相关的

  • 相关词汇:vocation(n. 职业,工作)
    搭配短语vocational school

tooling

/ˈtuː.lɪŋ/

n. 工装;模具;制造工具及其相关技术

  • 英文释义:the process of getting, making, or using the right equipment for a particular purpose

拓展阅读

特朗普“撤回”关税战威胁
时隔 6 年,美国总统重返达沃斯。当地时间 21 日,素有“世界经济风向标”之称的世界经济论坛年会(达沃斯论坛)进入第三天,美国总统特朗普率包括财长贝森特、商务部长卢特尼克等高级官员的“最大美国代表团”出席。
在全球聚焦的格陵兰岛问题上,特朗普上演戏剧性转向,在短短几小时内就从充满压迫感的威胁转变为“温和”的语气,他表态,不会使用武力夺取格陵兰,并取消了此前扬言对欧洲国家征收的关税。
特朗普此前威胁称,如果无法达成收购格陵兰的协议,将从下月起对 8 个欧洲国家征收 10% 的惩罚性关税,而且在今年 6 月将升至 25%。
不过特朗普在与北约秘书长马克·吕特会晤后称,暂时不会按原定计划向反对美国得到格陵兰岛的欧洲八国加征关税。特朗普在其社交媒体“真实社交”发文称,基于他与马克·吕特的会晤,他们已经就格陵兰岛乃至整个北极地区的未来合作框架达成了一致。
如果这项方案最终得以落实,将对美国和所有北约成员国都大有裨益。特朗普表示将不会实施原定于 2 月 1 日生效的关税措施。
法国总统马克龙在演讲中直接将特朗普的行为定性为“重返弱肉强食的殖民时代”,并明确表示欧洲拒绝做美国的附庸,不接受任何形式的敲诈。
德国工业联合会发布声明说,美国的关税威胁将跨大西洋关系置于重压之下,对各方都有害。该协会主席彼得·莱宾格表示,额外征收关税不仅冲击欧洲企业,也将严重损害美国自身经济和消费者利益。他认为,封闭和破坏合作只会把经济推向边缘化,在缺乏国际合作的情况下,美国实现再工业化只会是一种幻想。
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