The crisis has passed? Apple investors ignore the new covers threats

Then the trend was reversed. On Friday, Apple’s stock climbed 4%, and the current weekly trade was also operating in sharp elevations in the kit.

However, the two announcements from the last few days reassured, even temporarily, the market: freezing the lids on the countries of the world, except for China, for three months starting last Wednesday; And clarification from the weekend that electronics, including smartphones, are excellent from the lids.

In addition, the US Covers and Borders have made it clear, you will be excluded from the customs of laptops, smart watches, screens, storage devices, electronic components that are integrated called transistors and chip production machines.

Apple shares have jumped

Following these clarifications, Apple’s stock jumped 5% in the early trade in NASDAQ, after a 4% increase last Friday. As of the current trading day, the stock rises by 2.5%.

Things probably put a sense of security at Apple CEO Tim Cook, who did not apologize for producing China, noting in an interview on Sunday that Apple produces in China not because of the low cost, but because of the expertise that the Asian state has acquired in the field.

He claims that the manufacturing machine market in China is higher quality, and also the person who is specialized in their installation: “If you make a meeting of production machine engineers in the US, it’s not sure you can fill the room,” he said. “If you do it in China, you can fill some football stadiums. The internship in this field in China is much deeper. ”

The commercial week’s beginning also stood in the sign of ups, with the hanging index of Seng pulled the shares to Novo, Alibaba and Odo, and the Tokyo Stock Exchange led the increases in Tokyo Electron shares, which rose 2.4%. Some Apple’s suppliers in the East have also recorded an impressive increase, including the Taiwanese Persian Oargan, which rose in more than 5% and the Poksco production plant that rose 3%.

Drops are temporary?

Despite the optimism in the markets, the lack of clarity on the part of the US government has not expired, and the government transmits mixed signs. Trump said during the Sabbath that he would announce a more detailed electronics program on Monday, and created the fear of being only temporary.

Peter Navarro, Trump’s adviser to trade issues, added that eventually the exceptions or exemptions, and the government’s trading minister, Howard Lutnik, dropped the fog slightly when he said yesterday (Sunday) that they would be charged separately in a few months after a deeper examination on the chip sector.

Alon Ben Tzur, chairman of the high -tech companies in the Manufacturers Association, which represents many technology plants in Israel, explains what is behind the translation of smartphones and computers: Every consumer, ”he says.

He said, “It is easier to upload prices in products that do not reach the consumer, for example, in manufacturing machines – customers will not know that their cheese price has risen because of the increase of one or the other machine, so I estimate that these covers will remain.”

Therefore, Ben Tzur is still worried, even when it comes to the Israeli industry. “We do not produce phones but components or products that incorporate hardware and software, any change in customs that can hurt our competitiveness, as the United States is the main export market, and any change can raise in one state with a competitive advantage. Unfortunately there is no clarity regarding the cover process, and the danger of significant harm to the Israeli industry still exists. ”