早餐 | 2025年7月14日

Group 1 - The U.S. stock market experienced a decline across all three major indices due to concerns over inflation and the announcement of new tariffs [1] - President Trump announced a 30% tariff on imports from Mexico and the EU, set to take effect on August 1, prompting the EU to consider strengthening ties with other countries in response [1] - The Chinese and U.S. foreign ministers met in Kuala Lumpur, agreeing to enhance communication and explore expanded areas of cooperation [1] Group 2 - The EU introduced three supply chain proposals aimed at "de-risking" its economy, with President von der Leyen commenting on the relationship with China [1] - Meituan reported a significant surge in orders, with 150 million orders placed over the weekend and an average delivery time of 34 minutes, highlighting the company's operational efficiency [1] - NVIDIA's CEO Jensen Huang is scheduled to hold a press conference in Beijing on July 16, indicating potential developments in the tech sector [1]