How U.S, China, and Apple Are Reshaping Trade ,Apple earnings show further weakness in #china #Trump
美股數據張老師
[{'start': '0.160', 'end': '3.919', 'text': 'Hey everyone, welcome back to my'}, {'start': '1.920', 'end': '6.160', 'text': 'channel. Today is high stakes drama'}, {'start': '3.919', 'end': '8.559', 'text': 'between the US, China, Vietnam and even'}, {'start': '6.160', 'end': '10.960', 'text': 'Apple supply chain. Our story starts'}, {'start': '8.559', 'end': '12.880', 'text': 'with a glimmer of hope. US and China,'}, {'start': '10.960', 'end': '14.799', 'text': "the world's two economic giants have"}, {'start': '12.880', 'end': '17.119', 'text': 'been locked in a trade war, slapping'}, {'start': '14.799', 'end': '19.840', 'text': "taxes on each other's goods for years."}, {'start': '17.119', 'end': '21.760', 'text': 'But last week, something shifted. The US'}, {'start': '19.840', 'end': '23.720', 'text': 'reached out to China saying, "Hey, let\'s'}, {'start': '21.760', 'end': '26.080', 'text': 'talk." China\'s Ministry of Commerce'}, {'start': '23.720', 'end': '28.400', 'text': 'responded. We are listening. They are'}, {'start': '26.080', 'end': '31.359', 'text': 'now evaluating whether to kick up trade'}, {'start': '28.400', 'end': '33.760', 'text': 'negotiations to scale back this tile'}, {'start': '31.359', 'end': '35.760', 'text': 'tariff battle. Why does this matter?'}, {'start': '33.760', 'end': '38.719', 'text': 'Because tariffs have been driving up'}, {'start': '35.760', 'end': '40.879', 'text': 'costs for companies and consumers alike'}, {'start': '38.719', 'end': '43.280', 'text': 'and the choose could change the game.'}, {'start': '40.879', 'end': '46.239', 'text': "Now let's zoom in one of the biggest"}, {'start': '43.280', 'end': '48.960', 'text': 'players in the story, Apple. If you are'}, {'start': '46.239', 'end': '51.440', 'text': 'watching this on iPhone or iPad, listen'}, {'start': '48.960', 'end': '54.160', 'text': 'up. Apple just dropped his first quarter'}, {'start': '51.440', 'end': '56.960', 'text': 'earnings, beating profit expectations.'}, {'start': '54.160', 'end': '60.079', 'text': "But there's a catch. CEO Tim Cook warned"}, {'start': '56.960', 'end': '62.719', 'text': 'that US tariffs are serious threats.'}, {'start': '60.079', 'end': '65.519', 'text': 'They expecting tariffs to cost Apple a'}, {'start': '62.719', 'end': '68.560', 'text': 'whopping 900 million this quarter alone.'}, {'start': '65.519', 'end': '72.000', 'text': "That's not market change even for 3.2"}, {'start': '68.560', 'end': '74.799', 'text': "trillion company. So what's Apple doing"}, {'start': '72.000', 'end': '77.280', 'text': 'about it? They are shifting JS moving'}, {'start': '74.799', 'end': '80.080', 'text': 'some iPhone production to India and'}, {'start': '77.280', 'end': '82.400', 'text': 'iPad, Mac and airport production to'}, {'start': '80.080', 'end': '84.960', 'text': 'Vietnam. could even sell most iPhones'}, {'start': '82.400', 'end': '88.240', 'text': 'sold in the US will soon come from'}, {'start': '84.960', 'end': '90.880', 'text': "India, now China. But here's the twist."}, {'start': '88.240', 'end': '93.119', 'text': 'About 80% of iPhones are still made in'}, {'start': '90.880', 'end': '95.680', 'text': 'China. And a complete US China trade'}, {'start': '93.119', 'end': '99.680', 'text': "breakdown could cut Apple's value in"}, {'start': '95.680', 'end': '102.240', 'text': "half or worse to 1.2 trillion if China's"}, {'start': '99.680', 'end': '104.880', 'text': 'government bans iPhone sales there like'}, {'start': '102.240', 'end': '107.360', 'text': 'they did with Samsung years ago. Imagine'}, {'start': '104.880', 'end': '111.040', 'text': "the stock market's chaos with Apple"}, {'start': '107.360', 'end': '112.960', 'text': "making up 6% of S&P 500. Let's pivot to"}, {'start': '111.040', 'end': '115.119', 'text': 'the small guys in this story. The small'}, {'start': '112.960', 'end': '117.439', 'text': 'business caught in the crossfire. While'}, {'start': '115.119', 'end': '119.520', 'text': 'Apple can ship factories, small business'}, {'start': '117.439', 'end': '121.360', 'text': 'are begging for relief. They are telling'}, {'start': '119.520', 'end': '123.600', 'text': 'President Trump, "We can\'t afford these'}, {'start': '121.360', 'end': '126.159', 'text': 'tariffs. Surging cost and the broken'}, {'start': '123.600', 'end': '128.319', 'text': 'supply chains are pushing some to the'}, {'start': '126.159', 'end': '131.120', 'text': "brink of collapse. It's not just about"}, {'start': '128.319', 'end': '133.280', 'text': "big tech. It's about the mom and pop"}, {'start': '131.120', 'end': '135.920', 'text': 'shop struggling to keep the lights on.'}, {'start': '133.280', 'end': '138.319', 'text': "Now, let's hop over to Vietnam, where"}, {'start': '135.920', 'end': '140.400', 'text': 'the tariff saga takes another turn.'}, {'start': '138.319', 'end': '142.319', 'text': 'Vietnam has become a hot spot for'}, {'start': '140.400', 'end': '144.879', 'text': 'Chinese companies looking to dodge US'}, {'start': '142.319', 'end': '147.040', 'text': 'tariffs by setting up shop there. Mumu'}, {'start': '144.879', 'end': '149.840', 'text': 'offers commission free trading and an'}, {'start': '147.040', 'end': '152.480', 'text': 'intuitive mobile platform for US stocks,'}, {'start': '149.840', 'end': '155.360', 'text': 'ETFs and options along with tools like'}, {'start': '152.480', 'end': '159.080', 'text': 'realtime data, level two market data and'}, {'start': '155.360', 'end': '162.080', 'text': '247 global market news. Open'}, {'start': '159.080', 'end': '164.100', 'text': 'aai-.com and send them to mumu now and'}, {'start': '162.080', 'end': '167.169', 'text': 'receive welcome rewards.'}, {'start': '164.100', 'end': '167.169', 'text': '[Music]'}]