特朗普新关税威胁，亚洲股市集体下挫，韩国首尔综指大跌3%，金银回调

Core Viewpoint - The announcement of a new round of tariffs by President Trump has stirred global markets, leading to increased risk aversion among investors and significant declines in Asian stock indices [1][4]. Group 1: Tariff Details - Starting October 1, the U.S. will impose a 50% tariff on kitchen cabinets, bathroom sinks, and related building materials, a 30% tariff on imported furniture, and a 100% tariff on patented and branded pharmaceuticals [1]. - Additionally, a 25% tariff will be applied to all imported heavy trucks [1]. Group 2: Market Reactions - Major Asian stock indices fell sharply, with Japan's Nikkei 225 down approximately 0.6% to 45,478 points, and South Korea's Kospi dropping 2.5% to 3,384.58 points, marking its third consecutive day of decline [2][4]. - Japanese pharmaceutical stocks experienced significant declines, with Sumitomo Pharma down 5.2% and Chugai Pharmaceutical down 3.9% [2][6]. Group 3: U.S. Market Context - U.S. stock markets have seen three consecutive days of decline, primarily due to stronger-than-expected economic data, which has raised doubts about the Federal Reserve's future rate cuts [5][7]. - The recent economic performance has led to skepticism regarding the continuation of rate cuts, which have been a significant driver of U.S. stock market gains this year [5]. Group 4: Oil Market Dynamics - Despite the overall market downturn, oil prices have risen, with Brent crude futures reaching $69.67 per barrel and West Texas Intermediate crude up 0.3% to $64.59 per barrel [10][13]. - The increase in oil prices is attributed to geopolitical tensions and an unexpected decline in U.S. crude oil inventories, pushing benchmark prices to their highest levels since August 1 [13].