该税率高于特朗普政府此前曾经宣布的对加拿大商品征收关的25%关税。 2025.07. 11 本文字数：1091，阅读时长大约2分钟 作者 | 第一财经 程程 据央视新闻报道，当地时间7月10日，美国总统特朗普宣布，将自8月1日起，对自加拿大进口的商品 征收35%关税。 据报道，一位美国政府官员表示，符合《美墨加协定》的加拿大商品可能会免于此次征税，但他也表 示"最终决定尚未作出"。 加拿大对美出口连续4个月下降 对于特朗普提出的35%关税威胁，加拿大总理卡尼发文称，"在当前与美国的贸易谈判中，加拿大政 府始终坚定地捍卫我国工人和企业的利益。在重新修订的8月1日最后期限前，我们将继续这样做。" 卡尼并未直接提及特朗普此前声称的对加拿大征收35%的关税，但补充称"加拿大在遏制北美芬太尼 泛滥方面取得了重要进展。" 对于该35%的更高关税，广东外语外贸大学加拿大研究中心兼职研究员、国际政治风险分析师刘江 韵对第一财经记者分析称，此举可能是特朗普对加拿大的"乘胜追击"。此前在特朗普停止谈判的威胁 下，加拿大迅速取消了原定对美企业征收的数字服务税，这让特朗普认为威胁策略奏效，现以更高关 税逼迫加拿大再次让步。 刘江韵还 ...

Core Points - A local business in Shandong, China, received a hefty fine of 450,000 yuan for allegedly violating advertising laws, which has raised questions about the legitimacy of the enforcement actions taken by local authorities [1][2] - The fine was reportedly issued based on a video posted by the business owner, which did not include any promotional links or advertisements, leading to concerns about the adequacy of the investigation conducted by the enforcement agency [1] - The local authorities later announced that the fine would not be enforced, but the process of issuing and retracting the penalty has been criticized for lacking transparency and adherence to legal procedures [2] Summary by Sections Enforcement Actions - The fine of 450,000 yuan was issued for "illegal advertising" based on a video that did not promote the business [1] - The enforcement agency failed to provide the business owner with adequate time or channels for defense before issuing the fine [1] Legal Procedures - The process of issuing and retracting the fine has been described as arbitrary and lacking proper legal procedures [2] - There are ongoing investigations into the enforcement actions taken in this case, with the public awaiting further clarification [2]

科技巨头，迎来一则重磅利好消息！ 当地时间7月11日，有美媒报道称，欧盟委员会已放弃对数字企业征税的计划，此举标志着美国总统特朗普及 苹果、Meta等美国科技巨头取得重大胜利。 有研究机构指出，从美股基本面来看，估值仍相对偏高，不过下半年回调幅度相对可控，相对而言，头部科技 板块估值略有回落，且盈利兑现能力强，具备配置价值。 美媒：欧盟放弃征收数字税计划 据美国政客新闻网（Politico）11日报道，在欧美贸易谈判进入最后冲刺阶段之际，一份流传的欧盟文件显 示，欧盟委员会已将数字税这个选项从欧方拟议的未来七年（2028—2034年）支出计划中删除。 欧美贸易谈判的关键因素 据彭博社报道，有知情人士透露，随着欧盟和美国致力于在未来几天达成一项临时贸易协议，汽车和农业关税 水平已成为双方谈判中的关键症结。 知情人士称，欧盟正寻求不高于10%的农产品出口关税。此前部分汽车制造商曾力推一种抵消机制，即以企业 在美国的投资换取关税减免，但目前该机制不在考虑之列，因为欧盟担心这可能导致生产向大西洋彼岸转移。 上述人士补充称，欧盟谈判代表目前正将重点放在汽车关税问题上。 报道称，当前，距离预算计划公布仅剩几天时间，欧盟高 ...

从中期来看，原油市场供需格局调整将主导价格走势。EIA预测，2025年底布伦特原油价格或降至61美 元/桶，2026年进一步下探至59美元/桶，主要基于全球石油库存上升及OPEC+增产的压制。6月 OPEC+会议确认加速推进增产计划，预计9月前完成原定一年半的220万桶/日增产目标，供应宽松预期 持续强化。 需求端则呈现结构性分化。美国夏季出行旺季提振汽油及航空煤油消费，商业原油库存超预期去化；中 国则因汽柴油库存低位、高温及自驾游需求上升，支撑汽油消费稳中向好。然而，一德期货指出，全球 炼厂利润收缩及欧美汽柴油需求峰值已现，边际走弱风险逐渐显现。此外，美联储降息预期升温或短期 提振风险偏好，但难以扭转原油中长期过剩趋势。 综合来看，2025年三季度布伦特油价或围绕60美元/桶震荡，地缘风险反复与OPEC+增产节奏成为关键 变量。若中东局势彻底降温，旺季结束后油价中枢或进一步下探至60美元以下，回归基本面主导的偏空 逻辑。 来源:金融界 近期国际原油市场波动加剧，地缘政治风险与供需基本面博弈成为核心矛盾。2025年6月，中东局势动 荡主导油价先扬后抑，而机构普遍认为，随着伊以停火协议达成及OPEC+增产推进， ...

齐鲁晚报.齐鲁壹点评论员孔雨童绘画徐进 近日，成都一高速被指"收费延期却不公开缘由"一事引发热议。 据报道，此前四川省交通运输厅回应网民的公开信息，和成都市民胡磊申请信息公开得到的官方文件皆显示，成都城北出口高速的收费 期限应为1998年12月21日起至2024年6月30日，可当下收费站旁的公示信息却显示收费起止年限为1998年12月21日至2025年9月17日。由 于官方没有公示高速公路延期收费的理由，成都市民、执业律师胡磊申请政府信息公开，却被回复"按有关规定不予公开"。 涉及民生的高速路收费，"没理由"延期了。哪怕内里确有原因，如工作人员在采访中所说"由于该高速此前有过一段免费时期，经重新核 算，继续收费至2025年9月。"那相关信息也应当公开透明，延期必须依法依规有流程，提前向公众公开缘由、接受监督，而不是避而不 谈，有人申请信息公开也"不能告诉你"。 我国《政府信息公开条例》第十九条提出，对涉及公众利益调整、需要公众广泛知晓或者需要公众参与决策的政府信息，行政机关应当 主动公开；第九条也提及，公民、法人和其他组织有权对行政机关的政府信息公开工作进行监督，并提出批评和建议。 如今，胡磊已将四川省交通运 ...

Core Viewpoint - The article discusses President Trump's strong response to criticism regarding the government's handling of the flooding disaster in Texas, emphasizing the efforts of local and federal authorities in disaster response and recovery [1] Group 1 - The flooding in Texas, caused by heavy rainfall, has resulted in at least 129 fatalities and 166 individuals still missing as of the night of July 11 [1] - Trump praised the response and recovery efforts of local authorities, the Texas government, and the federal government during his visit to the hardest-hit areas [1] - Trump described the destruction caused by the flooding as "incredibly devastating" [1] Group 2 - In response to questions about the timeliness of flood warnings, Trump criticized the journalist asking the question, suggesting that only a "very evil person" would pose such a query [1] - Trump dismissed criticisms from Democrats, stating that they only engage in criticism without offering constructive solutions [1]

Core Viewpoint - The recent volatility in gold prices has raised concerns among investors, with predictions indicating a potential drop to 600 yuan per gram by 2025 [1][2]. Group 1: Price Movements and Predictions - The spot gold price in Shanghai has fallen from 834.6 yuan per gram in April to 765 yuan per gram, with brand gold jewelry prices dropping below 900 yuan per gram [1]. - On July 8, spot gold experienced a significant drop of 1.02%, reaching a low of 3298.7 USD per ounce (approximately 780 yuan per gram), marking a 6% decline from the April peak of 3509 USD [2]. - Analysts predict that if gold prices fall below 3300 USD, it could trigger automatic stop-loss orders worth 20 billion USD, leading to panic selling [2]. Group 2: Influencing Factors - The probability of a Federal Reserve rate cut in September decreased from 78% to 63%, reducing the market's demand for gold as a safe haven [2]. - Internal divisions within the Federal Reserve regarding monetary policy are increasing, with "dovish" members advocating for rate cuts to combat inflation, while "hawkish" members warn of potential inflation from tariff policies [3]. - Geopolitical events, such as the Middle East drone attacks and rumors of a ceasefire in Ukraine, have shown to significantly impact gold prices, with the latter causing an 8% flash crash [5]. Group 3: Market Sentiment and Demand - The demand for gold jewelry is being affected by Trump's tariff policies, which are raising inflation but simultaneously suppressing consumer spending [5]. - In the domestic market, while the People's Bank of China is expected to increase gold reserves by 219 tons in 2024, the pace of accumulation is anticipated to slow down in 2025 due to high prices [5]. - Current gold jewelry prices include over 30% in brand premiums and processing fees, indicating that even if the base gold price drops to 600 yuan per gram, jewelry prices may not fall below 800 yuan per gram [6]. Group 4: Investment Strategies and Market Outlook - Goldman Sachs has revised its gold price forecast for the end of 2025 from 3100 USD to 3000 USD, while UBS recommends gradual accumulation at 3250 USD (approximately 730 yuan per gram) [6]. - Zijin Mining is increasing overseas gold mine acquisitions, suggesting that a price range of 700-750 yuan per gram is currently seen as a bottom [6]. - Investors who purchased gold at higher prices are facing difficult decisions, while those who entered the market at lower prices are relatively calm [6].

Group 1: Core Points - The U.S. will impose a 35% tariff on goods imported from Canada starting August 1, which is an increase from the previously announced 25% tariff [1] - This move is seen as a strategy by the U.S. to pressure Canada into concessions during ongoing trade negotiations, particularly regarding dairy and aluminum tariffs [1][3] - The U.S. government claims that the trade deficit with Canada poses a significant threat to U.S. economic and national security [3] Group 2: Trade Relations Impact - Canada's exports to the U.S. have declined for four consecutive months, with the share of exports to the U.S. dropping to 68.3%, significantly lower than the 75.9% average in 2024 [4][5] - In contrast, Canada's exports to countries outside the U.S. increased by 5.7%, reaching a historical high [5]

昨日，国内股指期货全线飘红，盘中突破前期高点，创阶段性新高。 南华期货权益与固收研究分析师王映认为，在市场情绪乐观的背景下，结构性行情带动股指整体上涨。 从期指衍生品指标来看，近期沪深两市交易活跃度提升，期指升贴水率及期权隐波等指标，均显示市场 情绪偏积极，市场较容易被带动全面上行。 "这是利好事件持续发酵、确定性逐渐增强的结果。"国泰君安期货市场分析师陈骏昊认为，首先，"反 内卷"政策带来利多驱动，使得市场对新一轮供给侧改革预期升温，前期持续调整的新能源和建材板块 出现了明显转向。其次，国内CPI由负转正，6月CPI结束连续4个月下降，核心CPI继续上涨，触及14个 月高位，市场信心有所提振。最后，稳定币概念股持续发酵、中美贸易格局偏暖等因素，也令股市风险 偏好持续回升，为指数向上运行打下重要基础。 金辉表示，7月以来，股指期货整体呈现上涨趋势，其驱动力为哑铃策略的应用。哑铃策略是一种通过 极端分化的资产配置来实现风险平衡的投资方法，即将资金集中于高风险高收益（进攻端）和低风险低 波动（防御端）两类资产。当前哑铃策略的防御端为银行板块，银行股的高股息属性受到资金追捧，而 近期险资、公募基金、被动资金形成合力 ...

美国政府高官公开发帖暗示，因美联储总部翻新的争议，美联储主席鲍威尔可能考虑辞职。 7月11日据媒体报道，一位特朗普政府高级官员周五表示，因美联储华盛顿总部翻新项目面临的压力，鲍威尔正 在"考虑辞职"。另一位高级政府官员透露，来自政府内部"高层、可信的消息源"认为，鲍威尔正在权衡是否离 职。 此外，房利美和房地美的负责人Bill Pulte也在社交媒体平台X上发文称，他听说鲍威尔对于完成其任期有所动 摇，但他并未提供任何证据。 这场风波的导火索是，鲍威尔被指在国会就美联储总部翻新项目细节作证时存在误导。白宫预算官员已要求鲍 威尔就装修成本超支30%等问题作出解释。 尽管市场普遍预计美联储将在7月底的会议上维持利率不变，但围绕其领导层的动荡无疑为金融市场带来了新的 变数。对于辞职传闻，美联储发言人拒绝置评，仅重申鲍威尔此前在4月4日的表态，即他打算完成其到2026年5 月的任期。 25亿美元的"凡尔赛宫"争议 此次争议的核心是美联储位于华盛顿特区的总部大楼翻新项目。 根据本周二通过《信息自由法》获得的美联储2025年预算文件，该项目成本已高达25亿美元，较最初19亿美元 的估算激增约30%。 该项目因其高昂的成本 ...