#报告 高盛点评美国对巴西加征关税事件None (@None):None ...

金十数据7月31日讯，在距离其设定的周五最后期限仅剩一天之际，特朗普对盟友和对手同时抛出了一 系列关税协议和要求。其宣布对韩国进口商品征收15%的关税，税率与日本持平；同时，对印度进口商 品征收高达25%的惩罚性关税，并批评印度购买俄罗斯能源和武器。野村控股首席经济学家Rob Subbaraman表示，我们收到了大量细节，正应了那句老话：只见树木，不见森林。总体来看，特朗普基 本兑现了他的关税威胁。但目前这一切更像是噪音。法国外贸银行亚太区首席经济学家Alicia表示，这 些在最后关头强行推进的协议绝非好兆头。这种施压方式迫使各国匆忙达成协议以避免更高关税，但最 终可能给其经济带来更大代价。 特朗普关税大限临近，细节繁多但前景依旧不明 ...

Core Points - The United States and South Korea have reached a "comprehensive and complete" trade agreement, with South Korea committing to provide $350 billion for U.S.-controlled investment projects [1] - South Korea will also purchase $100 billion worth of liquefied natural gas or other energy products, with additional large-scale reinvestment planned for domestic purposes [1] - The specific amount for the reinvestment will be announced during South Korean President Lee Jae-myung's visit to the U.S. in two weeks [1] - The agreement includes a 15% tariff imposed by the U.S. on South Korea, while the U.S. will not face any tariffs [1] - South Korea will fully open its trade to U.S. products, including automobiles, trucks, and agricultural products [1]

Group 1 - The article discusses the recent announcement by President Trump regarding new tariffs on imports from South Korea, India, and Brazil, indicating a significant shift in trade policy [1][2][3] - South Korea will face a 15% tariff, while India will see a 25% tariff on its exports to the U.S., with Trump citing high tariffs and non-tariff barriers as reasons for the changes [2][3] - Brazil's tariffs will increase to 50%, with specific exemptions for certain products like wood pulp and oil [2][3] Group 2 - Starting August 1, the U.S. will impose a 50% tariff on various semi-finished copper products and copper-intensive derivatives, which could impact industries reliant on these materials [3][4] - The announcement led to a significant drop in copper prices, with New York copper futures falling nearly 20% [4]

Core Insights - The survey conducted by Bank of America reveals that Generation Z adults are becoming increasingly frugal in their dating habits due to rising living costs influenced by tariffs under the Trump administration [1][2] - Over 50% of respondents reported spending no money on dates, while among those who do spend, 25% of males and 30% of females spend less than $100 per month [1] - More than half of the respondents are saving more money, and 24% are paying off debts to improve their financial situations [1] Financial Attitudes - 55% of respondents feel that their earnings are insufficient to live the lifestyle they desire, and a similar percentage lacks enough emergency savings to cover three months of expenses [2] - The proportion of Generation Z respondents receiving financial support from parents and family has decreased from 46% to 39% over the past year, with the amount received also declining [2] Economic Independence - Despite facing economic challenges and high daily expenses, Generation Z is striving for financial independence [3]

Consolidated sales of € 1.9 billion (-5.2%) Volumes were -2.6% or € -54 million down Impacts from pass-through of lower input costs and price-mix was -2.2% or € -46 million Currency impact of -1.1% or € -24 million Sales from acquisitions +0.8% or € +16 million Underlying gross profit margin was 16.6% (vs 18.4% in H1 2024), with underlying gross profit at € 325 million (vs € 379 million in H1 2024) Robust margin performance in difficult markets EBITDAu of € 259 million (-10.2%), delivering a margin on sales ...

Group 1 - The core viewpoint expressed is that Trump is indifferent to the trade relations between India and Russia, emphasizing that trade with India is minimal due to high tariffs, which are among the highest in the world [1] - Trump also notes that there is almost no trade between the United States and Russia, suggesting a preference to maintain the current state of limited trade interactions [1]

Group 1 - The Chinese Coast Guard has intensified law enforcement patrols in the waters surrounding Huangyan Island since July, aiming to strengthen control over the area and safeguard national territorial sovereignty and maritime rights [1] - The law enforcement activities include tracking, monitoring, warning, and blocking to ensure compliance with regulations in the region [1] Group 2 - The article mentions significant economic events, including tariff announcements by Trump and a potential interest rate cut by the Federal Reserve, which could impact market dynamics [2] - It highlights three major positive developments for the A-share market, indicating a favorable outlook for investors [2] - The article refers to a "super week" with important discussions and decisions expected from China and the U.S., which may influence market trends [2]

8月1日"关税大限"前两天，美国商务部长卢特尼克宣称，美国已与柬埔寨和泰国达成贸易协议。 白宫和商务部尚未作出回应。泰国商务部发言人Poonpong Naiyanapakorn表示，泰国希望最终的税率在 18%至20%之间，与地区邻国保持一致。负责贸易谈判的柬埔寨副首相Sun Chanthol表示，他不清楚有 任何新的协议。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据央视新闻报道，美国总统特朗普于当地时间7月26日明确表示，他已分别与柬埔寨和泰国领导人通 话，并强调只有在两国结束边境冲突后，美国才会考虑达成贸易协议。特朗普当时称："当一切尘埃落 定，和平即将到来时，我期待与这两个国家达成贸易协议。"特朗普还称，泰柬两国领导人同意"立即会 面并迅速达成停火协议"，并希望与美国重回"贸易谈判桌"。 美国是泰国和柬埔寨的最大出口市场，而从8月1日起，泰国和柬埔寨的输美商品都将面临36%的关税威 胁。 央视新闻称，特朗普本月中上旬先后致信20多个贸易伙伴的领导 ...

马来西亚总理：美国对马来西亚商品征收的关税税率将于明天公布。 ...