this week, several US technology giants such as Meta, Microsoft, Amazon, and Apple will successively release their latest financial reports, and the market will closely monitor the potential impact of tariffs on their supply chains and imported products from overseas. Analysts believe that Amazon and Apple may be the two major technology giants most severely affected by the tariff storm. Amazon will release its financial report after the market closes this Thursday (May 1st). As the world's largest cross-border e-commerce platform, it heavily relies on market revenues from Asian suppliers and retailers, which may suffer severe impacts from tariffs. At the same time, Apple, which will also release its financial report, may benefit in the short term due to consumers' concerns about price increases leading to advance purchases. However, with the full implementation of tariffs, Apple will face dual pressures of rising supply chain costs and declining consumer purchasing power.
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