特朗普在会谈中形容两国"天然存在竞争"，因为双方都希望在制造业领域占据优势。"他想造汽车，我 们也想造汽车，我们在竞争。而我们的优势在于拥有一个庞大的国内市场。"不过，特朗普也表示双方 在谈判中"已经取得显著进展"，称"我们正在研究各种方案，我认为我们终将达成协议"。 加拿大负责对美贸易事务的部长Dominic LeBlanc当天在记者会上指出，本次会谈"比以往更具实质 性"。他透露，两国领导人已指示官员在钢铁、铝和能源等关键领域"尽快敲定协议"，并以此为契机推 动更广泛的关税谈判，但LeBlanc拒绝就谈判时间给出具体期限。 这次访问是卡尼自今年初出任总理以来第二次造访白宫。目前，美加两国间的贸易往来规模高达9,000 亿美元。曾任加拿大央行行长的卡尼在4月竞选中承诺，将重新谈判一项覆盖贸易与安全的双边协议。 然而自他上任以来，特朗普反而提高了对加拿大商品的关税。 智通财经APP获悉，美国总统特朗普周二在白宫椭圆形办公室会见加拿大总理卡尼时表示，美国与加拿 大"最终能够达成贸易协议"，但未透露具体的达成时间表或谈判路径。 尽管特朗普在会晤中称赞卡尼是"一位世界级领袖"，美国官员依然暗示不会在关键产业上做出太 ...

（文章来源：央视新闻客户端） 当地时间10月7日，美国总统特朗普在白宫与到访的加拿大总理卡尼举行会谈，双方就贸易和加沙等议 题进行讨论。特朗普表示，正在就加沙问题进行认真谈判，他认为中东有可能实现和平。特朗普称，美 国和加拿大将在美国"金穹"导弹防御计划上进行合作。特朗普称美国将对加拿大征收关税，他认为加拿 大会非常乐意接受，美国将公平对待加拿大。 ...

Meanwhile, President Trump announcing tariffs for truck imports. In a post on Truth Social, Trump said starting November 1st, all medium and heavy duty trucks coming into the US are going to be hit with a 25% tariff. The White House is using a national security rationale for those levies.President Trump said last month they would protect manufacturers from unfair competition. US Chamber of Commerce has urged Commerce Department not to implement new tariffs. It says the top five importers to the US including ...

巴西9月贸易顺差30亿美元 同比下降41% 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 6日当天，巴西总统卢拉与美国总统特朗普就关税问题进行30分钟的电话磋商。巴西副总统兼发展、工 业、贸易和服务部长阿尔克明参加了会谈，并在会后发表声明称，巴西政府对美国取消对巴西进口产品 征收的40%附加税的可能性"持乐观态度"。(完) 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新社圣保罗10月6日电 巴西发展、工业、贸易和服务部6日公布数据显示，受美国加征高额关税影 响，2025年9月巴西贸易顺差为30亿美元，同比下降41%，为今年单月最大降幅。至9月，对美出口连续 第二个月大幅下滑。 美国自8月起对巴西输美产品加征40%从价关税，目前大部分巴西输美产品面临的关税税率高达50%。 数据显示，9月，巴西对美国出口额从去年同期的32.3亿美元降至25.8亿美元，进口额从38亿美元增至 43.5亿美元。9月对美贸易逆差达17.7亿美元，为今年最高 ...

2025 年 10 月 6 日 招银国际环球市场 | 宏观研究 | 宏观视角 美国经济 Market Strategy - PMI 显示经济放缓 美国 9 月服务业 PMI 扩张停滞，产需双双走弱，就业小幅回升，但物价指数仍然 高企。制造业 PMI 收缩幅度趋缓，需求走弱，生产和就业回升，物价指数小幅下 降。库存指数收缩加剧，企业不断消耗提前积累的库存。PMI 指向经济放缓，就 业底部企稳但价格压力仍大，多数受访者提到关税对成本影响和需求不振。10 月 政府停摆将导致七十万联邦员工无薪休假，同时白宫冻结了近 300 亿转移支付。 预计每停摆一周将拖累 GDP 0.1-0.2 个百分点，短期停摆对市场影响较小，时间 超 2 周可能推升市场避险情绪。本月非农数据暂未公布，但通过各州首次领取失 业金人数加总后得出 9 月末首次失业人数较月初有所下降，显示就业市场未进一 步走弱。我们预计停摆可能会在 2 周内结束，联储 10 月会议可能仍会有 9 月数据 做参考，目前市场对 10 月降息的预期为 96.2%。由于就业数据再次改善而通胀仍 显著高于目标，我们认为美联储或会在 10 月暂停降息。随着经济持续放缓，美联 储 ...

来源：滚动播报 美联储米兰：未看到关税引发广泛的通胀上升。 ...

美联储洛根：总体而言，关税对通胀的影响比预期的要温和。 来源：滚动播报 ...

不出所料，美国联邦政府宣布"停摆"。 因两党在医保相关福利等方面的分歧，美国会参议院9月30日未能在政府资金耗尽前通过新的临时拨款法案。美东时间10月1日零时起，美国联邦政府时隔近 七年再次"停摆"。 美国政府"关门"，进一步加剧经济压力 美国国会预算办公室估计，政府停摆期间，每天可能有大约75万联邦雇员被迫休假。 美国副总统万斯警告称，如果联邦政府"停摆"持续时间较长，可能会引发裁员。白宫发言人莱维特声称，联邦政府裁员很可能发生。 美国联邦政府"停摆"的消息引发全球舆论的热议。有趣的是，有网友翻出了特朗普14年前接受采访的"打脸"视频——在视频中，特朗普直言，"政府停摆有 人觉得怪民主党，有人觉得怪共和党，但我认为被指责的人应该是总统。" 虽然在美国,"驴象之争"不断上演，政府关门也不是什么新鲜戏码。 但不少人担忧，这次停摆将比往常更持久，从而加重本已脆弱的经济压力。 这也导致昨日出炉的"小非农"就业报告备受市场关注。 当地时间10月1日，美国9月ADP就业人数减少3.2万人，创2023年3月以来最大降幅。该数据低于所有经济学家的预估区间，也进一步放大了经济降温的信 号。 ADP首席经济学家内拉·理查德森表 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Opportunity - Wall Street is investing heavily in AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, which is approximately one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Market Trends - The current market dynamics include a push for onshoring due to tariffs, a surge in U.S. LNG exports, and a focus on nuclear energy as a clean power source [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related companies [12] Conclusion - The company is positioned at the intersection of AI and energy, making it a unique investment opportunity that could yield significant returns as the demand for AI continues to grow [3][11][13]

Core Insights - The US manufacturing sector continued to contract in September, with the PMI at 49.1, indicating a seventh consecutive month of contraction despite a slight improvement from August's 48.7 [1][2] - The output index returned to expansion at 51, a significant increase of 3.2 percentage points from August, while the new orders index fell to 48.9, ending a brief expansion [1][2] - Employment in manufacturing remains weak, with the employment index at 45.3, indicating eight months of contraction, as companies resort to layoffs or hiring freezes [1][2] Manufacturing Sector Performance - The manufacturing PMI has been below the neutral mark of 50 for seven months, reflecting ongoing weakness in the sector [2] - Only five out of 18 manufacturing categories reported growth, including petroleum, primary metals, textiles, metal products, and other manufacturing, while 11 sectors, such as wood, plastics, chemicals, transportation equipment, and electronics, reported declines [2] - The overall economic expansion continues, with the PMI reading corresponding to an annualized GDP growth of approximately 1.9% [2] Price and Inventory Trends - The price index for September was 61.9, indicating continued upward pressure on raw material costs, despite a decrease of 1.8 percentage points from the previous month [1] - The inventory index fell to 47.7, suggesting increased pressure on companies to reduce inventory levels [1] - Customer inventories are generally low, which may benefit production in the future, but current business confidence is still affected by tariffs and global trade uncertainties [2]