扛不住了？欧盟被曝正为接受10%关税做准备

Group 1: Trade Negotiations and Tariffs - European officials are increasingly inclined to accept a 10% "reciprocal" tariff rate as a baseline for any trade agreement with the U.S. [1] - U.S. Commerce Secretary has ruled out the possibility of lowering the baseline tariff rate below 10%, which covers most goods exported from the EU to the U.S. [1] - EU negotiators are still striving to reduce the tariff rate below 10%, but the difficulty has increased since the U.S. began generating revenue from its global tariffs [1][2] Group 2: Impact on Companies - European automakers have been significantly impacted, with companies like Mercedes and Stellantis withdrawing their profit guidance due to the uncertainty caused by tariffs [4] - High-end car manufacturers can manage a 10% tariff, but it poses challenges for mass-market producers [4] - The inability to reach an agreement on tariffs could have a substantial negative impact on the market, as stated by industry executives [5] Group 3: Broader Economic Implications - The U.S. budget surplus in April was $258 billion, a 23% increase year-over-year, with net tariff revenue more than doubling compared to the previous year [3] - The U.S. is attempting to include non-tariff barriers such as digital services tax and corporate sustainability reporting rules in the negotiations [3] - The pharmaceutical industry is resisting industry-specific tariffs, although accepting a 10% baseline tariff could provide leverage in negotiations [5]