重磅！美国8月1日起关税上限或飙至70%

Core Points - The U.S. government is set to implement new unilateral tariffs starting August 1, with the President indicating that the rates could range from 10% to 70% [1][2] - The President has criticized certain trade partners, including the EU and Japan, for being too rigid in negotiations, and has threatened high tariffs, particularly on Japan [2][4] - The trade negotiations with Japan are particularly contentious over the automotive and agricultural sectors, with Japan refusing to compromise on its agricultural policies [4] - India has also drawn "red lines" in negotiations, particularly concerning agriculture and dairy products, indicating a strong stance to protect its farmers [4] - The EU is pushing for a tougher stance in negotiations with the U.S., particularly regarding high industry tariffs, and is facing potential expansion of U.S. tariffs to additional sectors [5] - Recent U.S. trade data shows a decline in both imports and exports, indicating the negative impact of the current tariff policies on the U.S. economy [6] Group 1 - The U.S. will send letters to multiple countries regarding new tariffs, with expectations of 10 to 12 letters being sent out [1] - The President has set July 9 as the deadline for tariff negotiations, indicating urgency in the discussions [1][2] - The potential for tariffs exceeding 50% could exacerbate inflation risks in the U.S. economy [2] Group 2 - Japan's core industries, particularly automotive, are significantly affected by proposed U.S. tariffs, with a 25% tariff on cars posing a major economic threat [4] - India's firm stance on agricultural tariffs reflects the sensitivity of these issues in trade negotiations [4] - The EU is advocating for a united front against U.S. tariff increases, emphasizing the need for retaliatory measures [5]