Group 1 - The U.S. and Mexico have agreed to extend the current tariff agreement for an additional 90 days, maintaining a 25% tariff on goods from Mexico unless they qualify under the USMCA [1][3][4] - The U.S. will increase tariffs on Canada from 25% to 35%, effective August 1, 2025, with a 40% tariff on goods rerouted to avoid these tariffs [1][3] - The U.S. is set to implement new tariffs on major trading partners, including India and Brazil, which has negatively impacted market sentiment [1][10] Group 2 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 330 points, or 0.74%, amid concerns over monetary policy and upcoming tariff implementations [1][14][16] - Major U.S. indices initially opened high but closed lower, with the S&P 500 and Nasdaq also experiencing declines [14][16] - Specific stocks showed varied performance, with Meta rising 11.25% and Amazon facing a post-earnings drop due to disappointing guidance [16]

美国官员：拥有较小逆差的国家的关税为15%。 ...

Group 1 - The U.S. government will impose a 50% tariff on imported copper semi-finished products and high-copper-content derivatives starting August 1 [1][3] - The tariff will apply to products such as copper pipes, wires, rods, and sheets, but not to copper ore, concentrates, or cathodes [3][5] - Following the announcement, copper futures prices on the New York Commodity Exchange fell by 20% in one day [5][9] Group 2 - The high tariff is expected to significantly impact U.S. manufacturing, as nearly half of the copper used by American factories is sourced from overseas suppliers [9][11] - Major suppliers of refined copper and copper products to the U.S. include Chile, Canada, and Mexico [9] - The tariff is likely to lead to increased costs for consumer goods such as refrigerators, cars, and air conditioners, creating a ripple effect on prices [9][11] Group 3 - Analysts suggest that the tariff is a direct attempt by the government to shift costs from consumers and manufacturers to producers, aiming to rebuild the U.S. supply chain [7][11] - The copper tariff is being implemented in addition to existing tariffs on steel and aluminum, which are also used in similar products [11]

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 收盘：道指下跌330点标普500三连跌 市场关注特朗普关税措施 7月31日美股成交额前20：Figma上市首日大涨250% 周四热门中概股涨跌不一 阿里巴巴涨2.82%，台积电跌0.53% 国际油价周四下跌约1% 美墨延长贸易协议与原油库存意外增加双重施压 黄金价格上涨 现货黄金上涨0.5% 欧股月度涨幅收窄 汽车和矿业板块承压 宏观 美国总统特朗普称美国将对俄罗斯实施制裁 特朗普称加拿大计划承认巴勒斯坦国不是阻碍美加贸易谈判的因素 联邦上诉法院提出尖锐质疑 特朗普大部分关税面临严峻法律考验 白宫称特朗普将在午夜前设定新关税 尚未收到美国贸易来函的国家将于午夜前收到通知 墨西哥总统辛鲍姆：美墨加协议受保护 将再与特朗普磋商 特朗普将墨西哥关税税率延长90天 为双方留出更多谈判时间 亚马逊第二季度营收1677亿美元 净利润同比增长35% 特朗普致信全球17家制药巨头 敦促其大幅削减美国药品价格 高盛首席执行官David Solomon周四将在白宫与特朗普会晤 高通发布2029年战略目标：AI驱动下汽车与物联网业务营收目标220亿美元 ...

Market Overview - The three major indices opened high but closed lower, with the S&P 500 index declining for the third consecutive trading day [1] - The Dow Jones fell by 330.30 points, or 0.74%, closing at 44,130.98 points; the Nasdaq dropped by 7.23 points, or 0.03%, closing at 21,122.45 points; the S&P 500 decreased by 23.51 points, or 0.37%, closing at 6,339.39 points [1] Trade Policies - President Trump announced new tariffs on various imports, including a 15% tariff on goods exported from South Korea in exchange for a $350 billion investment commitment from South Korea [1] - A 25% tariff will be imposed on Indian exports to the U.S., with additional penalties threatened if India continues to purchase energy from Russia [1] Company Performance - Figma's stock surged over 27% in after-hours trading, with its IPO first-day closing up 250% at $115.5, resulting in a total market capitalization of $56.3 billion [1] - Apple's quarterly revenue increased by approximately 10% to $94 billion, driven by strong iPhone sales, despite the challenges posed by the trade war [10] - Amazon's cloud business revenue grew by 18% to $30.9 billion, slightly above market expectations, but lower than competitors like Microsoft and Alphabet [11] Economic Indicators - The U.S. core PCE price index rose by 0.3% month-over-month and 2.8% year-over-year, slightly above market expectations, complicating the Federal Reserve's interest rate decisions [10] - Canada's GDP fell by 0.1% in May, marking a second consecutive month of contraction, primarily due to declines in the goods-producing sector [7] Analyst Ratings - HSBC raised the target price for Meta Platforms from $610 to $900 [12] - Raymond James increased Microsoft's target price from $570 to $630 [12]

Market Overview - The three major indices in the U.S. opened high but closed lower, with the S&P 500 index declining for the third consecutive trading day [1] - The Dow Jones Industrial Average fell by 330.30 points, or 0.74%, closing at 44,130.98 points; the Nasdaq dropped by 7.23 points, or 0.03%, to 21,122.45 points; and the S&P 500 decreased by 23.51 points, or 0.37%, to 6,339.39 points [1] Company Performance - Figma's stock surged over 27% in after-hours trading, with its IPO first-day closing up 250%, reaching a market capitalization of $56.3 billion [1] - Apple reported a strong quarterly revenue of approximately $94 billion, exceeding the expected $89.3 billion, driven by a 13.5% increase in global iPhone sales [11] - Amazon's cloud business revenue grew by 18% to $30.9 billion in Q2, slightly above market expectations, but lower than competitors like Microsoft and Alphabet [12] Economic Indicators - The U.S. core PCE price index rose by 0.3% month-over-month and 2.8% year-over-year, slightly above market expectations, complicating the Federal Reserve's interest rate decisions [10] - Canada's GDP fell by 0.1% in May, marking a second consecutive month of contraction, primarily due to declines in the goods-producing sector [7] Trade and Policy Developments - President Trump announced new tariffs on imports from South Korea and India, including a 15% tariff on South Korean goods and a 25% tariff on Indian exports [1] - The U.S. government is extending a temporary trade agreement with Mexico for 90 days, maintaining existing tariffs on various goods [5] - Trump urged 17 major pharmaceutical companies to reduce drug prices in the U.S. to match those in other countries [6] Investment Insights - The U.S. Treasury's plan to increase the supply of treasury bills may pressure the Federal Reserve to purchase more short-term government bonds [9] - A meeting led by the Trump administration focused on providing minimum price guarantees and financial support to U.S. rare earth companies [8]

Group 1 - The core point of the article is that Apple's CFO has indicated that the company's gross margin forecast includes an $1.1 billion cost related to tariffs [1] Group 2 - The mention of the $1.1 billion cost highlights the financial impact of tariffs on Apple's profitability [1] - This information is crucial for investors to understand the potential challenges Apple may face in maintaining its gross margin [1] - The statement reflects broader industry concerns regarding the effects of tariffs on technology companies [1]

苹果(AAPL.O)CEO库克表示，有证据表明，在第三财季关税公布之际，消费者提前购买了产品。 ...

特朗普将在今天（7月31日）签署与关税相关的行政命令。 道指跌84点跌幅0.19%，费城半导体指数维持2.5%的跌幅。 白宫新闻秘书Leavitt宣称，日本和韩国已经"定制"贸易协议。 未达成协议的国家将在（美东时间7月31日）午夜前听到来自美国总统特朗普的关税消息。 ...

美国白宫：今天晚上之前，未收到我们消息的国家将通过行政命令或信件收到关税通知。 ...