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特朗普一句话,韩国钢铁股全线大跌!港股、A50下跌,黄金走高,原油大涨近3%!发生了什么?
Mei Ri Jing Ji Xin Wen·2025-06-02 02:57

Group 1: Global Trade and Geopolitical Risks - The global trade situation has escalated due to the Trump administration's decision to increase steel tariffs from 25% to 50%, which has negatively impacted market confidence and led to a rise in geopolitical risks due to the Russia-Ukraine conflict [1][11][15] - The U.S. government debt levels are rising, and the uncertainty surrounding tariffs has caused U.S. Treasury bonds to experience their first monthly decline of the year in May [5] Group 2: Market Reactions - Asian stock markets opened lower, with the Hang Seng Index dropping 2.46% and the Hang Seng Technology Index falling nearly 3% [3][2] - The S&P futures declined by 0.4%, and the FTSE China A50 Index futures fell by nearly 2% [2] Group 3: Commodity Prices - Gold prices increased by 0.47% to $3331 per ounce, while Brent and WTI crude oil prices surged over 2% due to heightened geopolitical tensions [4][5] - The dollar index decreased by 0.22%, contributing to the rise in precious metals [5][13] Group 4: Impact on Steel Industry - The South Korean steel sector faced significant declines, with major companies like Hyundai Steel and POSCO experiencing drops in stock prices [6][7] - Hyundai Steel has entered an "emergency state" due to the tariff increase, which affects 35% of its exports to the U.S. [11][12] - Approximately 1,800 small and medium-sized steel and aluminum enterprises in South Korea are expected to be severely impacted by the U.S. tariffs, prompting government support plans [12] Group 5: European Steel Industry Concerns - The German Steel Federation expressed concerns that the U.S. tariffs would exacerbate the already struggling European steel industry, increasing direct export burdens and potentially leading to a loss of market access [13][14]