>>mikhai+Y1
Except that AAPL and others will almost certainly have rolling hedges and be essentially unaffacted by this move until they purchase new stock for payment after hedge horizon and/or larger than the hedge size (unlikely since demand will have contracted). This is therefore most likely simply a decision by AAPL not to want to sell product "off market" even if their margins would be safe, or a pure treasury profit directive (benefiting from their hedges directly and not using them to subsidise Russian purchasers).