Group 1: Market Impact - Trump's new tariff measures have negatively impacted global stock markets, with European markets collectively dropping over 1% [2][5] - The average tariff level on global goods has increased, raising concerns about potential economic growth slowdown and inflation, overshadowing previous optimism in large tech stocks driven by AI [5][7] Group 2: Economic Analysis - Analysts indicate that a 15% tariff rate is a poor agreement for the EU, with Goldman Sachs projecting a GDP loss of approximately 0.4 percentage points for the Eurozone by the end of 2026 [4] - The agreement signifies a turning point in US-EU relations, potentially affecting trade dynamics for years to come, ending an 80-year trend of reducing transatlantic trade barriers [4] Group 3: Regional Market Performance - Asian markets also experienced collective declines, with specific indices such as the KOSPI200 down by 4.08% and the Hang Seng Index down by 0.95% [8][9][7] - A-shares saw slight declines, with the Shanghai Composite Index down by 0.37% and the Shenzhen Component down by 0.17% [9] Group 4: Sector Performance - The pharmaceutical sector showed strength, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical up by 20% [14] - The photovoltaic sector rebounded, with stocks like Jiejia Weichuang and Shuangliang Energy hitting the daily limit up [15] Group 5: Company-Specific Developments - InnoScience's stock surged over 60% after being listed as a partner on NVIDIA's website, although the collaboration is still in the testing phase without substantial orders yet [17] - InnoScience's stock closed at HK$59.15, reflecting a 34.43% increase, with a trading volume of 64.21 million shares [18]
黑色星期五！特朗普关税日，全球大跌