但特朗普8月7日宣称，美国将对进口半导体产品征收100%关税，并强调这一税率将适用于"所有进入美 国的芯片和半导体"。日方此前的希望恐怕又要落空。 其实，日美这番关税"乌龙"早就有迹可循。日美关税谈判后一直未制定协议文件，相当于只有口头协 议，日本在野党对此早有异议。石破茂4日在众议院预算委员会会议上称，"与达成协议相比，付诸实施 更难。担心制定文件会拖慢关税下调。"赤泽亮正也保证"只要有总统令即可，不需要有协议文件"。 但白宫7月31日公布的总统令中并未体现税率细则。赤泽亮正8月5日在参议院预算委员会会议上解释 称，已向美方确认"与欧盟（15%）相同"。到了5日，美国海关公布新的"对等关税"相关文件后，日本 就发现"不对劲"：美国海关文件显示所有日本商品加征15%关税。于是赤泽亮正当田紧急赴美，向卢特 尼克"要说法"。 日美间关税麻烦还不止这些。按日方说法，日美已就将汽车及零部件关税从目前27.5%下调至15%达成 一致，但具体下调时间不得而知。据共同社报道，受汽车关税影响，丰田、本田等日本七大汽车商2025 财年合并营业利润最多将缩水约2.67万亿日元（约合1302亿元人民币），这个规模达到七家车企列入上 ...

报道称，缩水的规模相当于七家车企上财年营业利润的三成多。各家公司计划加紧采取对策，包括削减 成本或改变出口目的地等。 中新网8月8日电据日本共同社7日报道，受美国政府的汽车关税影响，丰田、本田等日本七大汽车制造 商预计2025财年(2025年4月至2026年3月)，营业利润合计将减少大约2.67万亿日元(约合人民币1302亿 元)。 图片来源：日本共同社报道截图 （文章来源：中国新闻网） ...

Group 1 - OpenAI's GPT-5 model has been officially released, achieving top rankings in various fields including text, web development, and visual tasks, with an Arena Score of 1,481 [3][4] - GPT-5 features an integrated model that eliminates the need for model switches, allowing it to determine when deeper thinking is required, and it will be available for free to users [4] - The model will be rolled out to free, Plus, Pro, and team users today, with enterprise and educational users to follow next week [4] Group 2 - Intel's CEO has been called to resign by President Trump due to serious conflicts of interest [5] - Xi'an Hengfeng Beverage Co., led by Zong Fuli, has received approval for a new beverage base project with a total investment of 1 billion yuan, focusing on various drink production lines [5] - Reports of a self-driving car from Luobo Kuai Pao falling into a construction trench have surfaced, with no official response yet [5] Group 3 - WeChat has reiterated that it will not implement a "read" feature to avoid increasing social pressure among users [7] - The Shaolin Temple has responded to rumors of mass monk resignations following reforms initiated by the new abbot, stating that they have not heard of any departures [8] - OpenAI plans to offer a $1.5 million bonus to each employee over two years to counter high salary offers from Meta [8] Group 4 - Meituan has warned that many viral "sad story" videos are scripted, aiming to attract viewers and monetize through private sales [10] - Hema has denied rumors of store closures, stating that only 2% of its stores are undergoing business adjustments, while planning to open 100 new stores [10] - Chen Tianqiao is collaborating with Dai Jifeng to establish a new AI company focusing on business decision-making and AI services for aging populations [10] Group 5 - Dongfeng Nano has addressed issues with its L2 smart driving feature, which has been reported to veer to the right, indicating ongoing model training and optimization [13][14] - A system failure at Ele.me has led to user dissatisfaction, with reports of order delays and no available delivery personnel [13] - GAC Honda is undergoing a leadership change, with Gao Hongxiang set to replace Li Jin as the executive vice president [13] Group 6 - Tesla is reportedly disbanding its Dojo supercomputer team, with team members being reassigned or moved to a new company [16] - Honda's net profit for April to June has dropped by 50.2% due to U.S. tariff policies, with a net profit of 196.6 billion yen [15] - Several startups in the AI and robotics sectors have recently completed significant funding rounds, indicating a growing interest in these fields [15]

Group 1 - The core viewpoint is that Japanese automakers, including Toyota and Honda, are expected to see a significant reduction in operating profits due to U.S. government tariffs on automobiles, with a projected decrease of approximately 2.67 trillion yen (about 130.2 billion yuan) for the fiscal year 2025, which represents over 30% of the previous fiscal year's operating profits for these companies [2] Group 2 - The companies plan to implement countermeasures, including cost-cutting and changing export destinations, to mitigate the impact of the tariffs [3]

(本文来自第一财经) 道指涨0.59%，纳指涨0.75%，标普500指数涨0.55%。礼来跌超9%，英特尔跌超2%，本田汽车跌超 2%，苹果涨超2%。 ...

Market Performance - The Nasdaq China Golden Dragon Index opened slightly higher, currently up over 1% with notable gains in companies such as ZTO Express and Miniso, both rising over 4%, and GDS Holdings up over 3% [1] - The US stock market opened with all three major indices showing gains: the Dow Jones up 0.59%, the Nasdaq up 0.75%, and the S&P 500 up 0.55% [2] - Futures for the three major US indices were also up, with Dow futures rising 0.45%, S&P 500 futures up 0.57%, and Nasdaq futures increasing by 0.73% [3] Company-Specific Movements - Eli Lilly saw a significant drop of over 9%, while Intel and Honda both fell over 2%. In contrast, Apple experienced an increase of over 2% [2] - Intel's pre-market decline expanded to 5% following comments from Trump demanding the resignation of Intel's CEO [3]

8月6日，本田发布2026财年第一财季（即自然年2025年第二季度）财报。销售净额5.34万亿日元（约合 人民币2602亿元），同比减少1.2%；经营利润2441.7亿日元（约合人民币118亿元），同比减少49.6%； 净利润1966.7亿日元（约合人民币95亿元），同比减少50.2%。 本田表示，美国的关税政策使这一季度的经营利润减少了约1250亿日元（约合人民币60亿元）。 值得一提的是，此前本田预测关税将影响2026财年（2025年4月至2026年3月）全年利润6500亿日元，但 此次本田预计关税将影响全年利润4500亿日元。 因此，本田上调了部分业绩预期。2026财年全年经营利润从5000亿日元上调为7000亿日元；销售净额从 20.3万亿日元上调为21.10万亿日元；净利润从2500亿日元上调为4200亿日元。预计2026财年全球集团零 售销量维持362万辆不变。 从销量来看，本田这一季度出现下滑。其全球销量87.16万辆，同比减少5.55%。在各大单一市场中，中 国市场下滑最大，销量15.77万辆，同比减少24.71%。 本田如何挽回中国市场？ 1 电动化不利 在业绩说明会上，本田表示，其记录了一 ...

Core Insights - Honda China reported a terminal vehicle sales figure of 44,817 units in July 2025, representing a year-on-year decline of 14.75% [1] - Cumulative terminal vehicle sales for Honda in China from January to July 2025 reached 359,969 units, down 23.16% year-on-year [1] - This marks the fifth consecutive year of declining sales for Honda in the domestic market [3] Sales Performance - In 2020, Honda achieved a peak annual sales figure of 1.627 million units, but has since experienced a downward trend [3] - The introduction of two new electric models, Dongfeng Honda S7 and GAC Honda P7, in the first half of this year did not meet sales expectations, with monthly sales failing to exceed 100 units [3]

8月7日，本田中国发布2025年7月在中国的终端汽车销量。2025年7月本田在中国的终端汽车销量为 44,817辆。2025年1-7月本田在中国的终端汽车累计销量为359,969辆。 ...

人民财讯8月7日电，日本本田汽车公司6日发布财报称，受美国政府关税政策影响，本田今年4月至6月 间净利润为1966亿日元（约合人民币96亿元），同比下滑50.2%。 （文章来源：央视新闻） ...