特朗普关税威胁引发市场动荡 美股、美债齐跌 黄金成最大赢家

Group 1 - President Trump's renewed threat of high tariffs has created market tension, leading to a simultaneous sell-off in U.S. stock and bond markets as investors seek safety [1] - Canada faces a 35% tariff on exports not covered by the USMCA, while Japan and Brazil will see tariffs of 25% and 50% respectively, deviating from the previously expected 10% general tariff [1] - The market is concerned about the implications of Trump's strategy, which may indicate that trade negotiations are not progressing as expected, prompting a "maximum pressure" approach before tariffs take effect [1] Group 2 - European stock markets have reacted negatively, with the Global X DAX ETF dropping 1.9% over two days, marking the largest decline since April 8, although it remains up over 35% year-to-date [2] - The S&P 500, Nasdaq, and Dow Jones indices experienced declines of 0.33%, 0.22%, and 0.63% respectively, as investors remain cautious due to fluctuating trade news [2] - Large tech stocks, such as Nvidia, showed relative strength, while small-cap stocks, represented by the Russell 2000 index, fell by 1.3% [2] Group 3 - The U.S. Treasury market is under pressure, with long-term bonds typically rising in demand during market downturns, but gold has taken on a more prominent safe-haven role this year [3] - Gold prices increased by 0.94% to $3355.7, while the 30-year Treasury yield approached 4.957%, the highest level since May [3] - The market is characterized by new uncertainties, with a consensus emerging that investors should remain observant regarding how these policies will impact the real economy [3]