美关税重创全球产业链沪金小幅收涨

Group 1: Gold Market - Gold futures are currently trading around 787.78, with a reported price of 785.48 yuan per gram, reflecting an increase of 0.72%. The highest price reached 787.80 yuan per gram, while the lowest was 784.20 yuan per gram, indicating a short-term oscillating trend in gold futures [1]. Group 2: Aviation Industry - Mexican President AMLO responded strongly to recent U.S. sanctions imposed by the Department of Transportation, asserting that the Mexican government's decision to implement flow restrictions at major airports is a legitimate exercise of national sovereignty [3]. - Brazilian aircraft manufacturer Embraer warned that increased U.S. tariffs on Brazilian imports could raise the cost of each aircraft purchased by U.S. airlines by $9 million. The CEO indicated that price changes could lead to order cancellations, delivery delays, production plan adjustments, cash flow declines, and reduced investments [3]. - The U.S. government announced a 50% tariff on all Brazilian imports starting August 1, 2025, which analysts believe will significantly impact Embraer, as the U.S. is its largest export market [3]. Group 3: Automotive Industry - Stellantis Group reported a loss of €2.3 billion (approximately 193 billion yuan) in the first half of the year, primarily due to U.S. tariffs and declining sales in the North American market, where second-quarter sales fell by 25% year-on-year [4]. - The U.S. government imposed a 25% tariff on imported vehicles, prompting Stellantis to suspend production at several assembly plants in Mexico and Canada, and temporarily lay off 900 workers in Michigan and Indiana [4].