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There's no guarantee Tim Cook can protect iPhones from Trump's China tariffs again, analysts say

1. Trump's tariffs threaten Apple's profitability, impacting product costs. 2. China retaliatory measures could hurt Apple's sales in key markets. 3. Cook's past negotiation success may not guarantee future tariff exemptions. 4. Apple relies on China for 95% of its products, risking revenue. 5. Geopolitical tensions can cause Apple to lose market share to competitors.

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FAQ

Why Bearish?

Tariffs could increase costs for Apple or lead to reduced sales, similar to past trade conflicts.

How important is it?

Tariff implications directly affect production and costs, which make it crucial for AAPL's financial outlook.

Why Short Term?

Immediate effects can arise from new tariffs, affecting quarterly results in the near term.

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