Apple Analyst Sees China Tariffs as 'Most Significant Risk'

The video discusses Apple's pricing strategy and the significant risks posed by its reliance on China for manufacturing and sales. It highlights the potential impact of tariffs and how Apple might mitigate these risks through pricing power. The discussion also covers the potential positive impact on Apple's stock if a truce is reached at the G20 meeting, which could alleviate tariff concerns.

What is the significance of the percentage of sales that come from Chinese consumers for Apple?

In what way does the speaker believe investors are viewing Apple's ability to handle tariff risks?