关税战欧盟败阵加速脱美布局 黄金料维持震荡

Group 1: International Gold Market - As of July 28, international gold is trading around $3,343.79 per ounce, with a slight increase of 0.03% from the previous session, reaching a high of $3,343.79 and a low of $3,322.09 [1] - The short-term outlook for international gold appears to be fluctuating within a range [1] Group 2: EU-US Trade Relations - In 2025, Trump is expected to return to the White House, reinstating his "America First" trade policy, which introduces significant uncertainty into global trade dynamics [3] - The EU has accelerated negotiations in response to Trump's threat of imposing up to 30% "reciprocal" tariffs, ultimately agreeing to a 15% baseline tariff, which falls short of the EU's initial goal of "zero-for-zero" tariffs [3] - The outcome of the negotiations indicates that the EU was unable to gain the upper hand in trade discussions with the US, leading to disappointment among European leaders [3][4] Group 3: EU Trade Strategy Reevaluation - The agreement has prompted the EU to reassess its trade strategy, with calls from the German Foreign Trade Association for Europe to reduce dependence on the US and diversify its trade partnerships [4] - There is potential for EU leaders to push for internal market integration and enhance technological innovation, as well as expand trade with emerging markets in Asia and Africa [4] - Despite the lack of comprehensive confrontation, EU member states are exploring "counter-coercion measures" against US advantages in service trade, although implementation faces challenges due to a lack of consensus [4]