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关税大限最后24小时!美国加码施压,多国赴华盛顿彻夜谈判
Hua Er Jie Jian Wen·2025-07-31 09:09

Core Points - The global trade negotiations have intensified as the August 1 tariff deadline approaches, with representatives from major U.S. trading partners gathering in Washington for last-minute discussions [1][2] - President Trump has announced plans to impose higher tariffs on countries that fail to reach agreements, specifically a 25% tariff on Indian goods, which is higher than the 15%-20% range for other Asian countries [1] - The U.S. financial markets remain resilient, with the S&P 500 index reaching an all-time high, despite warnings from some Wall Street institutions about the potential economic impacts of changing trade policies [1][5] Negotiation Dynamics - Key allies such as Canada and Mexico have sent delegations to engage in closed-door talks with U.S. officials as the deadline nears [2] - Canadian Prime Minister Mark Carney expressed cautious optimism regarding the negotiations, indicating that they may not conclude by the August 1 deadline [3] - A preliminary trade agreement has been reached with South Korea, with a 15% tariff announced by Trump, who stated that South Korea will invest $350 billion in U.S. projects [3] Trump's Intervention - President Trump has taken a hands-on approach in the negotiations, often overruling senior aides and demanding more concessions from other countries [4] - His direct involvement includes personal calls with Indian trade officials, emphasizing a tough stance on negotiations with major economies while treating smaller nations differently [4] - A new executive order is expected to be signed by Trump to finalize tariff rates, avoiding a return to previously announced levels [4] Market Reactions - Despite the tense diplomatic environment, U.S. financial markets have shown remarkable resilience, with the S&P 500 and the dollar reaching multi-month highs [5] - Analysts from Morgan Stanley caution against complacency, suggesting that the market may underestimate the impact of U.S. trade policies [8] - U.S. Treasury Secretary Mnuchin downplayed the potential negative effects of retaliatory tariffs, indicating that short-term tariffs may not lead to significant economic disruption [8]