“抛售美国”调门再起，避险资产持续走高，美征“夺岛关税”令欧洲市场叫苦

Market Impact - European markets experienced a significant downturn, with the Stoxx 600 index falling by 1.18%, DAX 30 down by 1.34%, and CAC 40 decreasing by 1.78% due to the escalating trade conflict over Greenland [1] - Luxury goods, automotive, and technology sectors were the hardest hit, with declines of 3%, 2.2%, and 2.9% respectively [2] - The luxury giant LVMH saw its largest drop since April of the previous year, while major German automakers like Volkswagen and Mercedes-Benz also faced declines [2] Economic Forecast - The trade conflict could erase a significant portion of Europe's profit growth by 2026, according to industry analysts [2] - If tariffs are raised by 10 percentage points, Germany's exports to the U.S. could plummet by nearly 10% in the short term [4] - The UK's GDP could shrink by 0.3% to 0.75% if new tariffs are implemented on top of existing import taxes [4] Investment Sentiment - Citigroup downgraded its rating on European stocks to neutral, citing the deterioration of relations between Brussels and Washington as a key factor [2] - Analysts suggest that the future market trajectory will depend on the EU's response to the trade conflict, particularly whether it translates into formal measures or remains verbal [2] - There is speculation that if the trade conflict escalates, Europe might consider selling off U.S. assets, which could increase U.S. borrowing costs and negatively impact the stock market [3] Gold and Safe-Haven Assets - Gold prices reached a new high, surpassing $4,700 per ounce, as investors sought safe-haven assets amid rising tensions [1][2] - The ongoing conflict has also led to increases in silver prices, with both precious metals hitting historical highs [2]