特朗普发出新一轮关税威胁，亚洲市场对此反应平淡

Core Viewpoint - The article discusses the recent announcement by the Trump administration regarding the imposition of tariffs on Japan and South Korea, highlighting the market's muted reaction and the potential for further negotiations before the new tariffs take effect on August 1 [1][8]. Group 1: Tariff Announcements - The Trump administration announced a uniform tariff of 25% on Japan and South Korea, consistent with earlier threats made in April [1]. - The deadline for new trade agreement negotiations has been extended to August 1, providing additional time for discussions [1][11]. - The tariffs on Southeast Asian countries range from 25% to 40%, representing an escalation compared to the previously applied 10% tariffs on all U.S. imports [10]. Group 2: Market Reactions - The Nikkei 225 index in Japan rose by 0.3%, while the Kospi index in South Korea increased by 1.8% following the tariff announcements [2]. - Other Asian markets showed mixed results, with the Hang Seng index up by 1% and the Nifty 50 index in India remaining flat [7]. Group 3: Negotiation Dynamics - Trump indicated that the tariffs are not "set in stone," suggesting room for negotiation before the August 1 deadline [8]. - Japan's Prime Minister and South Korea's President expressed optimism about reaching a mutually acceptable agreement before the deadline [6]. Group 4: Specific Country Impacts - The article details specific tariff rates for various countries, noting that Malaysia, Kazakhstan, and others have seen slight increases in their tariff rates [9]. - Indonesia, Thailand, Malaysia, and Cambodia have expressed willingness to increase purchases of U.S. energy and agricultural products as part of ongoing negotiations [13]. - Malaysia's current tariff rate is 25%, which is one percentage point higher than previously proposed rates [14].