«It gives the impression that several American companies announced disappointing results at the same time,» says Ipek Ozkardeskaya, Swissquote Bank's senior analyst. But nothing is further from reality. Wall Street suffers and with him, companies like Applewhich has dropped 9.25%, or Nvidiawhich has yielded 7.81%. And the reason behind these descents is none other than strong tariffs of Donald Trump to several Asian countries. In the case of the apple signing, it has been pressed by the announcement of 34% rates for Chinaone of its main production centers, and that added to 20% already existing, increases the total rate to 54%. In addition, Vietnam and Indiatwo other important manufacturing centers of the technological, have been taxed with 46% and 26%, respectively. This has raised the Investor concernnow they fear that the new tariffs They harm Apple's results. And, although the company has diversified its supply chain in Asia, most of its manufacture is still registered in China. Moreover, the rates will also affect the points towards which it has moved. In fact, and as CITI explained in a note collected by Investing.com, the company faces a Impact on its gross margin due to high commercial tariffs. The firm estimates that more than 90% of Apple's manufacture takes place in China, and that if the country does not receive exemption from Trump's new rates, it could see an impact of 9% on its total gross margin.
Bit for Nvidia
Nvidia Nor has he 'saved' of «Liberation Day». The chips company has a strong dependence on China and of Taiwanwhich will endure tariffs of 32%, especially TSMC (Taiwan Semiconductor Manufacturing Company) for the manufacture of its artificial intelligence semiconductors (AI), which raises a significant risk in the midst of the commercial tensions Ongoing. Emprea's actions have experienced difficulties in the current exercise due to Doubts for spending on AI and commercial restrictions. «Despite another set of profits that exceeded the forecasts, as well as a better orientation than expected for the current quarter, the NVIDIA assess reflects concern about commercial restrictions and the magnitude of the future demand of the powerful processors of Nvidia, «says Lansdown from Hargreaves.» However, The scalar ability depends on key partners. While the recent production limitations seem to have been solved, There is no guarantee that the supply chain will follow the rhythm of the growing demand«, these experts add.» Regardless of how the new tariffs between suppliers, customers and final consumers are distributed, the reality is that they themselves They are inflation And, therefore, they will end up having a relevant impact on world economic growth, with some of the affected countries and can enter recession, as well as the margins and results of many traded companies. Being, as many analysts have cataloged, The tariff scenario announced by Trump worse than the worst expected scenarioit can only be expected that, finally, negotiations are imposed and that the aforementioned tariffs, in the current format, will be temporary and end up moderating, «they conclude in Link Securities.
