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黑色星期五!
中国基金报·2025-08-01 08:32

Core Viewpoint - Trump's new tariff measures have significantly impacted global stock markets, leading to widespread declines across various regions [2][3][6]. Group 1: Market Reactions - European stock markets opened with collective declines, with most countries experiencing drops exceeding 1% [3]. - The U.S. stock market indices also faced significant downturns prior to market opening [8]. - The Asia-Pacific region saw a collective drop in market performance [10]. - The A-share market experienced a slight decline, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component down by 0.17%, and the ChiNext Index down by 0.24% [12]. Group 2: Economic Implications - Analysts indicate that a 15% tariff rate is detrimental for the EU, with Goldman Sachs projecting a GDP loss of approximately 0.4 percentage points for the Eurozone by the end of 2026 [5]. - The new tariffs are expected to harm global trade and economic growth, potentially causing stock markets to retreat from recent highs [7]. - The uncertainty surrounding these tariffs may adversely affect corporate decision-making, further suppressing growth [7]. Group 3: Sector Performance - The pharmaceutical sector continued to show strength, with multiple stocks hitting the daily limit [17]. - The photovoltaic sector experienced a collective rebound, with companies like Jiejia Weichuang and Shuangliang Energy reaching their daily limit [18]. - Conversely, the hydropower concept stocks faced adjustments, with Poly United hitting the daily limit down [18].