Group 1 - The South Korean stock market experienced significant volatility on July 31, with the composite index initially rising over 1% before sharply declining, erasing all gains and turning negative [1][2] - Automotive stocks, particularly Hyundai and Kia, saw drastic fluctuations, with declines of nearly 7% from peak to trough [1][2] - The U.S. President Trump announced a 15% tariff on South Korean goods as part of a new trade agreement, which also includes a commitment from South Korea to invest $350 billion in U.S. projects [2][3] Group 2 - The trade agreement between the U.S. and South Korea includes a provision for South Korea to purchase $100 billion worth of liquefied natural gas and other energy products [2][3] - South Korean President Lee Jae-myung stated that the agreement eliminates uncertainties in the export environment and allocates $1.5 billion for U.S.-Korea shipbuilding cooperation [3] - The agreement will reduce U.S. tariffs on South Korean automobiles to 15%, while South Korea will not further open its rice and beef markets to the U.S. [3] Group 3 - Trump announced a 50% tariff on various imported copper products, leading to a significant drop in copper prices, with New York copper prices falling over 18% [4][5] - Major copper mining stocks, including Freeport-McMoRan, saw declines of nearly 10% following the tariff announcement [4] - The tariffs will apply to semi-finished copper products and copper-intensive derivatives, while raw copper materials and scrap will not be affected by these tariffs [5]
盘中,直线大跳水!特朗普,突然宣布!
券商中国·2025-07-31 02:08