“关税大限”倒计时，全球市场怎么走

Group 1 - The U.S. government has implemented "reciprocal tariffs" ranging from 10% to 41% on various countries, impacting market sentiment and leading to declines in major stock indices across Asia-Pacific [1] - The South Korean stock market has been particularly affected, with the composite index dropping nearly 4% due to both the tariff impacts and the government's plan to increase capital gains tax [7] - Japan's officials are closely monitoring the effects of U.S. tariffs on their economy, with expectations of potential pressure on exports and overall economic performance [4] Group 2 - The South Korean government has proposed a comprehensive tax reform that includes raising corporate tax rates and expanding the capital gains tax, which is expected to increase annual tax revenue significantly [7] - Despite the negative market reactions, some analysts believe that recent trade agreements with the EU, Japan, and South Korea may mitigate the impact of the tariffs, suggesting that the tariff levels could be renegotiated in the future [6] - The Japanese central bank is maintaining its current interest rates but is open to future increases, indicating a cautious approach to economic conditions influenced by U.S. trade policies [4]