特朗普对欧洲八国关税威胁拖累市场情绪！美欧股指期货齐跌 黄金、白银再创新高

Core Viewpoint - The market sentiment is under pressure due to President Trump's threat to impose tariffs on eight European countries opposing the takeover of Greenland, leading to declines in U.S. and European stock index futures and a surge in safe-haven assets like gold and silver [1][2]. Group 1: Market Reactions - European stock index futures fell sharply, with the Euro Stoxx 50 futures down 1.2% and S&P 500 futures down 0.8% [1]. - Gold prices rose over 1% to $4,661 per ounce, reaching an intraday high of $4,690.75, while silver prices increased over 3% to $92.86 per ounce, peaking at $94.14 [1]. - The U.S. dollar weakened against all G10 currencies, with the largest declines against the Swiss franc and Japanese yen [1]. Group 2: Tariff Implications - Trump announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, with an increase to 25% from June 1 if no agreement is reached regarding Greenland [2]. - European Parliament members indicated that the trade agreement reached last July between the U.S. and Europe would not be approved due to the tariff threats, creating uncertainty in U.S.-EU trade relations [3]. Group 3: Economic Impact - Analysts suggest that the tariff threats could negatively impact European stock market growth, with estimates indicating a potential 2-3 percentage point decline in earnings growth for European stocks [12]. - Companies exposed to global supply chains, such as luxury goods, automotive, and consumer discretionary sectors, may face significant challenges due to the tariffs [12]. - The potential for retaliatory tariffs from the EU on $93 billion worth of U.S. goods is being considered, which could escalate trade tensions further [3]. Group 4: Long-term Perspectives - Some analysts believe that the current situation may serve as a catalyst for Europe to accelerate its strategic autonomy and form new alliances [9]. - The geopolitical risks and trade uncertainties are expected to continue influencing market dynamics, particularly benefiting safe-haven assets like gold and government bonds [6]. - The impact on the euro is expected to be limited, as the U.S. relies heavily on European capital, and any negative effects on the euro may not persist [13].