The fundamental strength of Apple (AAPL.US) remains resilient despite the tariff haze and the delay of Siri AI. Bank of America Merrill Lynch maintains a bullish stance.

According to the China Fortune Finance APP, with the temporary exemption by the Trump administration of the so-called "equal tariffs" on core electronic products such as smartphones, personal computers, and high-performance server chips, and recently Trump's statement that he has no intention of firing Federal Reserve Chairman Powell and no intention of intervening in the independence of the Federal Reserve, combined with his disclosure that he will "greatly reduce" high tariffs on China, the sentiment of tech stock investors in the US has significantly improved recently, especially towards tech giants Apple and Nvidia, both of which are heavily reliant on the global supply chain system, leading to a strong bullish market sentiment.