墨西哥总统辛鲍姆：与美国的"工作安排"持续至8月1日。 墨方希望，与美国总统特朗普达成月份关税协议。 ...

分析师：任何关税协议都可能对欧洲经济有利 金十数据7月14日讯，Edmond de Rothschild资产管理公司在一份报告中表示，特朗普总统威胁要对欧盟 征收30%的关税，但只要贸易谈判仍在继续，任何协议都可能对欧洲经济有利。该公司称：" 任何协议 对（欧洲）经济而言都将是一个好信号，如果欧洲决定不采取报复措施，就能避免更高的通胀风 险。"这家资产管理公司还表示，这也将使欧洲央行能够推进最后一次降息。然而，该公司指出，如果 贸易不确定性持续到2026年，可能会对美国的通胀产生持久影响。 ...

据当地媒体报道，越南总理呼吁美国商业团体继续支持越南与特朗普政府达成最终关税协议的努力，此 前两国已就协议框架基本达成共识。 ...

欧盟委员会：注意到特朗普的关税信函，准备继续工作以在8月1日前达成协议，将采取必要措施维护欧 盟利益。 ...

意大利方面相信欧盟与美国之间能够就关税达成"公平的协议"。 ...

Core Points - The European Commission's Commissioner for Trade and Economic Security, Valdis Dombrovskis, stated on July 9 that the tariff negotiations between the EU and the US have made "good progress" and that discussions have been constructive [1] - Dombrovskis indicated that there are still differences in views and opinions between the EU and the US, but the EU's goal remains to restore policy predictability and prevent the escalation of trade wars [1] - The EU is preparing for any possible scenarios regarding the negotiations [1]

Group 1: Market Overview - Chinese concept stocks showed resilience as the Nasdaq China Golden Dragon Index rose by 1.53% while major US indices fell, with the Dow Jones down 0.31%, S&P 500 down 0.39%, and Nasdaq down 0.55% [2][3] - The market is closely monitoring tariff news, with President Trump announcing that the government would release tariff letters or agreements with trade partners [2][3] Group 2: Company-Specific Developments - Tesla's stock experienced a significant drop, falling over 6% during trading, with a peak decline of over 8% [3][4] - Elon Musk's announcement of forming a new political party has drawn criticism from Trump, who described it as "absurd" [5][6] - Apple has officially appealed against a €500 million fine imposed by the EU, claiming the penalty is unprecedented and the demands for changes to its App Store are illegal [8] Group 3: Performance of Chinese Stocks - Notable gains were observed in several Chinese stocks, with Bit Digital up over 23%, Bilibili up over 7%, and Ctrip, Yum China, and Baidu each rising over 5% [8][9] - However, some stocks like Xpeng Motors and NIO saw declines, with Xpeng down over 3% and NIO down over 1% [8]

这一消息公布后，欧元兑美元短线波动不大，现货黄金一度跌破3300美元大关。 7月9日关税大限逼近之际，欧美贸易谈判进入关键冲刺阶段。 欧盟委员会发言人周一表示，欧盟与美国贸易协议谈判已经取得了进展，目前已进入"最终阶段的开始"，至少会达成原则性协议。据央视新闻此 前报道，美国总统特朗普曾威胁称，如果7月9日前美欧贸易谈判没有取得突破，他将对欧盟商品征收50%关税。目前，美国对欧盟钢铝产品征收 50%关税，对汽车领域征收25%关税，对几乎所有其他商品征收10%基准关税。 同一天，葡萄牙财政部长Joaquim Miranda Sarmento表示，欧盟与美国有望达成"非常低"的关税协议，很可能低于10%。他在接受媒体采访时称， 这一协议"可能被视为对双方都有利，并能让我们继续贸易往来"。 另外，葡萄牙财政部长Sarmento周一在布鲁塞尔接受媒体采访时表示，欧盟与美国可能达成"关税非常低"的协议。他说： 可能达成关税非常低的协议，这一协议可能被双方视为有利，并能让我们继续贸易往来，为我们的公民增加价值。 当被问及关税水平可能有多低时，Sarmento称"可能低于10%，但让我们看看结果如何"。他期待在周一和周二举 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up 0.32% at 3,472 points, while the Shenzhen Component and ChiNext Index fell by 0.25% and 0.36% respectively[16] - Hong Kong stocks declined, with the Hang Seng Index down 0.64% and the Hang Seng Tech Index down 0.33%, closing below 24,000 points[12] - European markets weakened, with the Stoxx 600 index down 0.72%, amid concerns over US tariff negotiations[10] Economic Policies and Impacts - The "Big and Beautiful" Act signed by Trump is expected to increase US debt pressure, leading to a rise in long-term US Treasury yields[7] - The Act negatively impacts US stock performance in healthcare and renewable energy sectors, while benefiting technology and manufacturing industries[7] - OPEC+ agreed to increase oil production by 548,000 barrels per day in August, exceeding expectations, leading to a drop in oil prices by over 1%[26] Trade and Tariff Developments - The suspension period for "reciprocal tariffs" ends on July 9, with Trump planning to send tariff letters to 12 countries, potentially increasing inflation concerns in the US[10] - The US plans to impose new tariffs ranging from 10% to 70% starting August 1, raising fears of economic repercussions[30] - Trade agreements are being pursued with various countries, including a temporary trade deal with India and a potential agreement with Switzerland regarding drug tariffs[7] Sector Performance - In the US stock market, technology giants and AI sectors are expected to benefit from the new legislation, while traditional energy sectors may see a revival[7] - In the A-share market, banking stocks supported the index, with CITIC Bank rising over 3.7%[16] - The healthcare sector in Hong Kong saw a 1.5% increase, while materials and financial sectors faced declines[12]

Core Points - The agreement between the US and Vietnam reflects the Trump administration's "America First" strategy and Vietnam's response to tariff pressures and the need for industrial upgrading [7] - The US has significantly reduced tariffs on Vietnamese goods from 46% to 20%, while imposing a 40% tariff on goods from third countries transiting through Vietnam [1][3] - Vietnam's economy is highly dependent on exports to the US, with a trade deficit of $123 billion, making the agreement crucial for maintaining competitive pricing in the US market [3] Group 1 - The agreement requires Vietnam to open its market to US goods with zero tariffs, impacting sensitive sectors like agriculture and automotive [1][5] - Vietnam's exports to the US are projected to reach $137 billion in 2024, with about one-third of these goods containing Chinese components, which are subject to the new 40% tariff [3] - The agreement does not address the long-standing US export restrictions on high-tech products to Vietnam, leaving the potential for industrial upgrading uncertain [5][7] Group 2 - The US aims to use Vietnam as a model to pressure other countries into aligning with its tariff negotiations, particularly in its dealings with China [5] - The influx of US agricultural and automotive products may severely impact Vietnam's local industries, which already struggle with low market shares [5][7] - The unequal nature of the agreement may lead to negative long-term effects on Vietnam's economy, potentially positioning it as a "market appendage" to the US [5][7] Group 3 - The situation presents a challenge for China, which may need to enhance oversight of its enterprises in Vietnam to avoid penalties from US tariffs [5][7] - China could leverage its significant trade volume with Vietnam, exceeding $220 billion, to implement targeted countermeasures [5] - Long-term strategies for China may include accelerating the Belt and Road Initiative to develop new supply chain nodes in Southeast Asia and collaborating with other economies to challenge the legality of the US's tariff policies [5][7]