关税大限将至，特朗普重大转变

Group 1 - The U.S. and Mexico have agreed to extend the current tariff agreement for an additional 90 days, maintaining a 25% tariff on goods from Mexico unless they qualify under the USMCA [1][3][4] - The U.S. will increase tariffs on Canada from 25% to 35%, effective August 1, 2025, with a 40% tariff on goods rerouted to avoid these tariffs [1][3] - The U.S. is set to implement new tariffs on major trading partners, including India and Brazil, which has negatively impacted market sentiment [1][10] Group 2 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 330 points, or 0.74%, amid concerns over monetary policy and upcoming tariff implementations [1][14][16] - Major U.S. indices initially opened high but closed lower, with the S&P 500 and Nasdaq also experiencing declines [14][16] - Specific stocks showed varied performance, with Meta rising 11.25% and Amazon facing a post-earnings drop due to disappointing guidance [16]