金十整理：大限推迟，铜关税如“夜半惊雷”，特朗普让市场在“麻木”和“不确定”间反复横跳

Group 1 - The core viewpoint is that Trump's tariffs have lost their market impact, and the delay in tariff deadlines is seen as a negotiation tactic rather than a genuine policy change [1][2][3] - Analysts suggest that the market is becoming numb to the erratic policies of the Trump administration, leading to a potential oversight of the risks associated with industry tariffs [1][3] - The extension of the tariff deadline until August 1 has led traders to believe that the likelihood of sudden tariff imposition is decreasing, reinforcing the view that Trump is committed to reaching a trade agreement [1][3] Group 2 - The uncertainty surrounding tariffs has paralyzed decision-making for companies trying to adapt to the changing tariff landscape, as executives are working to adjust supply chains and cost structures to avoid price increases [3] - Market sentiment remains cautious due to ongoing uncertainty, with analysts indicating that the market may become more volatile leading up to August 1 due to increased trade-related headlines [3]