邦达亚洲:市场的避险情绪升温 黄金高开高走

Group 1 - The core point of the article is the announcement by U.S. President Trump regarding a 10% tariff on goods exported to the U.S. from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, 2026, with a potential increase to 25% if an agreement to purchase Greenland is not reached by June 1, 2026 [1][6] - The European Union's major member countries condemned the tariff threat as an act of extortion, with France proposing a series of unprecedented economic countermeasures [1][6] - The EU's options include imposing tariffs on U.S. imports valued at €93 billion, which had been suspended for six months since August of the previous year [1][6] Group 2 - Japan's Finance Minister warned that all options, including direct currency intervention, are available to address the recent weakness of the yen, stating that bold actions will be taken if necessary [1][6] - The comments from the Finance Minister boosted the yen, contrasting with the U.S. Treasury Secretary's preference for the Bank of Japan to use policy measures rather than intervene in the foreign exchange market [1][6] - The Finance Minister emphasized that recent market movements do not reflect the fundamentals, indicating a potential for intervention discussions in upcoming meetings [1][6]