Impact of the proposed US tariffs on the PC supply chain According to…

· Mar 2

Impact of the proposed US tariffs on the PC supply chain

According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:

- Price increases for consumers and businesses

- Supply chain instability as manufacturers will seek alternative markets

- Long-term changes in production, possible relocation of production to other countries

The duties would particularly affect companies like Dell $DELL, HP $HPQ and Apple $AAPL and could make electronics more expensive in the US market.

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

Nigel Thornton @_thornton Mar 6

In the end, these companies should not be affected so much.

Alfred Gray @alfredgray Mar 6

Why do you think?

Bill Combs @billcombs Mar 4

Those tariffs don't help anything and this is how it will hurt those American companies.

Alfred Gray @alfredgray Mar 5

it's gonna work out in the end.

Trevor Mills @trev_mills Mar 3

This shouldn't be such a problem, but it would be bad if it significantly affects $AAPL.

Alfred Gray @alfredgray Mar 5

I, on the other hand, think it could be quite a problem, and not just for apple.

Yorick Ericson @yorickericson Mar 2

I'd still like to see some analysis of what the price increase would be if everything was made in the US;)

Alfred Gray @alfredgray Mar 5

It would be interesting, but I don't think we will see such an analysis.

Akcie rostou díky levnější ropě a inflaci dle očekávání