Additionally, duties on imports from non-Chinese countries were trimmed to 10%, while tariffs as high as 145% remain on goods sourced directly from China. The policy shift provides temporary breathing room for Apple, but the administration has warned the exemptions may not last, leaving markets wary.<\/p>\n
What\u2019s Behind the Limited Market Reaction?<\/p>\n
Despite Monday\u2019s gains, Apple is still down roughly 9% in April after an 8% drop in March. The stock\u2019s Q1 performance marked its worst quarterly return in nearly two years.<\/p>\n
Commerce Secretary Howard Lutnick\u2019s comments about upcoming tech-specific tariffs have kept investors cautious, while President Trump\u2019s ambiguous remarks reinforced the perception that the current reprieve could be fleeting.<\/p>\n
What Are Analysts Saying?<\/p>\n
Analysts are split. Needham\u2019s Laura Martin noted the logistical hurdles and cost implications of moving production out of Asia, suggesting any shift would take years and drive up product prices.<\/p>\n
Melius Research\u2019s Ben Reitzes sees margin relief but warned that Apple is not \u201cout of the woods\u201d just yet.<\/p>\n
Citi maintained a \u201cbuy\u201d rating but cut its price target from $275 to $245, citing broader macro pressures and trimming iPhone shipment estimates by 1%.<\/p>\n","protected":false},"excerpt":{"rendered":"Additionally, duties on imports from non-Chinese countries were trimmed to 10%, while tariffs as high as 145% remain…\n","protected":false},"author":2,"featured_media":22682,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3091],"tags":[1662,51,1742,14408,1743,11237,14409,14410,14411,2441,14412,14413,7063,1746,16,15],"class_list":{"0":"post-22681","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets","8":"tag-apple","9":"tag-business","10":"tag-daily","11":"tag-dow-jones","12":"tag-fundamental","13":"tag-indices","14":"tag-james_nasdaq_news","15":"tag-james_sp500_forecast","16":"tag-james_stocks_forecast","17":"tag-markets","18":"tag-nasdaq-100","19":"tag-sp-500","20":"tag-stocks","21":"tag-technical","22":"tag-uk","23":"tag-united-kingdom"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/22681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=22681"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/22681\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/22682"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=22681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=22681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=22681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}