特朗普“对等关税2.0”开战，欧股开盘下跌，美元、黄金走强，比特币涨创新高

Core Viewpoint - President Trump's announcement of a 35% tariff on goods imported from Canada, effective August 1, has escalated trade threats and caused significant global market reactions, including declines in stock indices and a stronger US dollar [1][2]. Market Reactions - European stock indices opened lower, with the Euro Stoxx 50 down 0.4%, and the German DAX down 0.5%, reflecting investor concerns over the potential for increased tariffs [2][3]. - The US dollar index rose by 0.2%, while the Japanese yen fell, becoming the worst-performing currency among G10 currencies [1][3][6]. - Bitcoin continued its upward trend, surpassing $118,000, marking a new historical high [1][3][13]. Economic Impact - The new tariff rate of 35% is higher than the current 25% tariff on Canadian imports not covered by the US-Mexico-Canada Agreement (USMCA) [2]. - The UK economy contracted by 0.1% in May, marking the second consecutive month of negative growth, which is below economists' expectations of a 0.1% increase [2]. - Emerging market currencies in Asia, such as the Indian rupee and Malaysian ringgit, faced pressure against the US dollar [2][9]. Commodity Performance - Gold prices stabilized above $3,335 per ounce after two days of increases, while silver rose over 1% to $37.38 per ounce [3][10]. - Gold has increased by over 25% this year, supported by geopolitical tensions and central bank purchases [13].