加拿大大选实行单一选区相对多数制。在每个选区，得票最高的候选人将赢得众议院的一个席位，并代 表该选区成为议会议员。候选人当选无需获得绝对多数票。总理卡尼首次作为一名议员候选人参与了其 所代表的选区选举，不仅赢得了众议院席位，而且作为自由党领袖连任总理。而保守党领袖普瓦列夫尔 和新民主党领袖辛格没有在各自的选区竞选到席位，后者已经辞去新民主党领袖职务。 自由党胜选关键因素是什么？ 新华社渥太华4月29日电（记者林威）加拿大第45届联邦众议院选举28日举行。加拿大自由党再次击败 保守党，成为众议院第一大党，加拿大自由党领袖马克·卡尼连任总理。加拿大各政党议席数量发生了 怎样的变化？自由党胜选的关键因素是什么？自由党在胜选后需要兑现哪些承诺？ 各政党议席数如何变化？ 根据加拿大法律，联邦众议院选举每4年举行一次。按正常程序，第45届联邦众议院选举应在2025年10 月举行。3月23日，加拿大总理卡尼宣布解散议会并提前举行联邦众议院选举。在解散前的议会中，自 由党拥有152席，保守党120席，魁北克集团33席，新民主党24席，绿党2席，另有3名独立议员和4个空 缺席位。 加拿大选举委员会公布的初步统计结果显示，自由党 ...

2025.04. 29 本文字数：3780，阅读时长大约6分钟 导读 ：观察今年的广交会不难发现，传统制造业正在通过技术创新与品牌建设向价值链上游攀升，产品差异化成为 破局关键。 作者 | 第一财经 缪琦 客流依然不少，但普遍对于价格更加敏感，这是今年广交会上给人留下的直观印象。 "今年来的客商报价大概比以前压低了30%以上。"一名来自广东的参展商这样告诉第一财经，这不仅 仅是因为来自新兴市场的客户更多了，也因为贸易战和经济下行叠加，竞争愈加激烈，让大家对于价 格的要求更加严苛。另一家来自浙江的参展商也对第一财经表示，以欧洲为主要市场的他们并未受到 美国关税的直接影响，但已能感受到，随着越来越多中国商品转战欧洲，这将让欧洲客户更大力度地 议价。 与此同时，"既要好价格，也要好品质"越来越成为全球客商的共识。 在印度经营着一家墨镜电商平台的29岁客商普拉奈（Pranay）是第一次来到中国。"在中国可以用中 等价格买到高品质。"他对第一财经表示，之前都是通过贸易商帮忙采购，今年第一次来到广交会"如 获至宝"，可以直接找到源头工厂下单，相较之前能够多赚40%左右，同样的采购价格可以获得质量 更高的产品。 在浙江外贸 ...

于是在4月25日，特朗普又变脸了，在去往罗马的"空军一号"上态度又强硬起来，要求中国让步。 不仅如此，华尔街对冲基金巨头比尔·艾克曼还在社交媒体上喊话："时间是美国的朋友，也是中国的敌 人！" 特朗普态度又变了 特朗普对中国的态度又双叒叕变了，先是拽得不成样子等着中国打电话，一直没等到中国的电话后还是 不死心，但暗示不会再提高关税。 甚至还撒谎说中美已经在做谈判的准备，结果被中方两次辟谣，狠狠打脸。 话说咱们中国有一项传统文化是变脸，但特朗普还没学习就掌握了"变脸"的精髓，一言不合就开始变 脸，作为一国总统朝令夕改也是够荒唐的。 4月25日，特朗普登上参加教皇方济各的葬礼的专机"空军一号"，而在这架专机上他接受了记者访问， 借机宣布新消息。 对于正打得火热的"中美关税博弈"，特朗普又给出了新的论调：除非中国做出实质性让步，否则不会取 消对华加征的关税！ 除此之外，对于中国退回三架波音飞机的事情，特朗普也为波音发声说是中国违约。 其实此前波音CEO早就自己表达过不满，威胁中国不接受飞机的话，他们就会把价值上百亿的客机卖给 其他国家。但是中国还是美国接收，也不愿意妥协主动给美国打电话。 其实到现在，美国阵脚已乱的 ...

Group 1 - Trump's hardline stance in financial markets has faced setbacks, including a 90-day delay in implementing reciprocal tariff policies after significant turmoil in the bond market [1] - The withdrawal of Trump's statement to dismiss Federal Reserve Chairman Jerome Powell indicates a shift in strategy due to the simultaneous decline of U.S. stocks, bonds, and the dollar [1] - The "maximum pressure" strategy against major Asian countries has encountered strong resistance, leading to signals from Trump about potentially lowering tariffs on goods from these countries [1] Group 2 - Gold prices have retreated after approaching the $3500 per ounce mark, currently stabilizing around $3260 per ounce, with a pattern of alternating price movements observed [3] - The 4-hour chart indicates a slight consolidation in gold prices, with Bollinger Bands showing signs of contraction, reinforcing the current oscillating market condition [3] - Key resistance for gold is identified at $3350 - $3360 per ounce, while support is at $3290 - $3285 per ounce, suggesting a strategy of buying on dips [4]

Core Insights - Traditional manufacturing is climbing up the value chain through technological innovation and brand building, with product differentiation becoming key to breaking through market challenges [1][16] - There is a noticeable increase in price sensitivity among customers, with quotes reportedly lowered by over 30% compared to previous years due to intensified competition and economic downturns [1][5] - Global customers are increasingly seeking both good prices and high quality, reflecting a shift in purchasing behavior [1] Industry Trends - The foreign trade market is experiencing changes, with small and micro enterprises facing both challenges and opportunities amid a tough environment [5][12] - Companies are diversifying their markets and optimizing supply chains to mitigate risks, with a focus on high-value products [16] - The demand for modular construction products is rising in various regions, driven by reconstruction needs and the growth of the tourism industry [12] Company Strategies - Companies are investing in factory expansions and advanced equipment to enhance production efficiency and quality [14][15] - There is a trend of companies shifting focus from traditional markets to emerging markets, with significant increases in orders from regions like Russia and the Middle East [12][17] - Effective cash flow management is becoming a core competitive advantage for companies navigating the complexities of the global trade environment [16] Market Dynamics - The structure of China's foreign trade market is evolving, with a significant increase in local collection accounts in emerging markets, reflecting a shift in trade dynamics [16] - Trade with traditional markets remains resilient, with notable growth in imports and exports with countries like Germany and the UK [17]

Group 1 - The Chinese government emphasizes that there are no winners in the trade war initiated by the US, urging the US to engage in dialogue based on equality and mutual respect [3][4] - The Chinese Ministry of Commerce has released information regarding specific projects related to Boeing's aircraft delivery and associated tariffs, reiterating China's consistent stance on tariff issues [4] - China expresses an open attitude towards cultural exchange and cooperation with South Korea, encouraging both sides to work together to advance cooperation across various fields [5] Group 2 - China calls for restraint between India and Pakistan, highlighting the importance of their peaceful coexistence for regional stability and development [6] - The Chinese government supports all efforts aimed at peace regarding the Ukraine crisis, advocating for dialogue and negotiation to resolve the situation [7] - China maintains a traditional friendship with Syria, supporting the country's peace and reconstruction efforts through inclusive dialogue while opposing terrorism and extremism [8]

Core Viewpoint - The U.S. stock market has rebounded strongly from its lows, but market observers are cautioning investors not to celebrate too early, urging them to buy "insurance" in the options market to protect against potential declines [1][3]. Group 1: Market Performance and Options - The S&P 500 index has rebounded 10% from its April lows, leading to a decrease in the cost of hedging tools [1]. - The price of one-month put options, used to hedge against market declines, is currently at its lowest level since President Trump's large-scale tariff policy was introduced on April 2 [1]. - The Cboe Volatility Index, which measures market volatility, is currently at 25, down from approximately 60 on April 7, indicating reduced fear in the market [4]. Group 2: Economic Concerns and Trade Policies - Despite the market's positive response to signs of potential easing in Trump's trade policies, uncertainties remain regarding the resolution of tariff issues and their impact on the U.S. economy [1]. - The tariffs on China remain as high as 145%, with little hope for a short-term resolution, while a three-month suspension of tariffs on other countries is set to expire in July [1]. - Concerns about the economic outlook over the next 6 to 9 months persist, with analysts suggesting that the ultimate outcomes of tariffs, consumer spending, and corporate earnings remain uncertain [5]. Group 3: Investor Sentiment and Strategies - Some investors are confident that if the market declines again, the White House may further ease trade policies [3]. - There is a noted decrease in demand for "tail risk protection," indicating a level of confidence among investors regarding the current market conditions [4]. - Analysts suggest that the recent market gains may be largely due to low trading volumes, with some viewing the rebound as a short-covering rally [5].

4月29日，外交部发言人郭嘉昆主持例行记者会。 外交部：关税战、贸易战没有赢家 有记者就美国财长相关涉华言论提问。 对此，郭嘉昆表示，中方多次阐明关税战、贸易战没有赢家。这场关税战是美方发起的，如果美方想通过对话 谈判解决问题，就应该停止威胁施压，在平等、尊重、互惠的基础上同中方开展对话。 外交部：美方应停止威胁和施压 有记者就波音公司飞回拟交付飞机以及相关关税问题提问。 对此，郭嘉昆表示，有关具体的项目中国商务部已经发布了有关消息，你可以查阅。我想，中方在关税问题上 的立场是一贯的。我们也想再次强调，如果美方希望通过对话来解决问题的话，那么就要停止威胁和施压，在 平等、尊重、互惠的基础上同中方开展对话。 外交部：望韩方与中方共同努力，推动双方各领域交流合作向前发展 有记者就中韩关系有关问题提问。 图片来源：外交部网站 对此，郭嘉昆表示，我不了解你提到的有关演出的具体的情况。我想强调的是，我们对同韩方开展有益的文化 交流合作持开放的态度，希望韩方与中方共同努力，推动双方各领域交流合作向前发展。 外交部：呼吁印巴双方保持克制 共同维护地区的和平与稳定 有记者就印度和巴基斯坦因克什米尔地区恐袭事件关系紧张相关问题 ...

Group 1 - Spot gold continues to trade in a narrow range around $3314 per ounce, with a "V-shaped" reversal observed on Monday, where it dipped to $3268 before closing at $3343.91, marking a daily increase of 0.75% [1] - The market sentiment is influenced by multiple factors, including anticipation of the latest U.S. trade policy and a series of economic data releases that may serve as a litmus test for the effectiveness of the Trump administration's trade war [1][3] - The U.S. dollar index fell by 0.7% to 98.91 on Monday, marking a four-week low, with an April cumulative decline of 4.89%, the worst monthly performance since July of the previous year [3] Group 2 - A recent Reuters survey indicates that 61% of 167 economists believe there is a "high" risk of global economic recession in 2024, a significant increase from three months ago [4] - The aggressive tariff policies of the Trump administration have led to a loss of confidence in U.S. dollar assets, resulting in a substantial evaporation of market capitalization across global stock markets [4] - The upcoming U.S. non-farm payroll report is anticipated to show positive job growth, but at a slower pace compared to March, raising further concerns about economic slowdown [4] Group 3 - Federal Reserve officials have indicated that interest rate cuts may be considered if economic growth risks escalate, but they prefer to assess the impact of tariff policies on inflation and employment before making adjustments [5] - The gold market is showing signs of "exhaustion of selling momentum," suggesting limited downside risk, as Western investors have been notably absent in the previous gold price increase cycle [5] - Key economic data releases this week, including Q1 GDP and core PCE inflation, will be crucial for guiding global central bank policy shifts [5] Group 4 - Today's focus includes the release of March JOLTs job openings data and the second round of tariff negotiations between the U.S. and Japan, which may influence market expectations regarding the restoration of the global trade system [6] - Investors are advised to closely monitor these events for their potential impact on the dollar, gold, and risk assets [6] Group 5 - In the short term, gold prices are expected to find balance amid uncertainties in trade policy, dollar movements, and economic data, despite rising concerns over recession risks [7] - The weakening selling momentum in the gold market indicates limited downside potential, with investors urged to pay attention to upcoming employment, GDP, and inflation data for signals of Federal Reserve policy shifts [7]

央视网消息：在贸易战持续发酵的背景下，美国经济在大宗商品、物流、消费结构和市场信心等多方面出现深刻变化。美国滥 施关税反噬自身，来看国际媒体的分析评论。 美国有线电视新闻网：市场信心跌至历史低点 目前，特朗普的对等关税政策正在推高美国物价，引发通胀担忧，市场信心受到打击，一度跌至历史低点，连共和党内部也出 现了反对声音。高关税政策还导致美元资产遭抛售，经济衰退风险上升。虽然近期特朗普放风有意降低对华关税，但谈判信息捕风 捉影，市场虽有小幅反弹，但整体未恢复到特朗普上任初期的水平。 英国《金融时报》：美主要大宗商品销量骤降 文章称，贸易战已经开始深刻影响美国国内经济，大豆和猪肉等主要大宗商品出口销量遭受打击。美国官方机构数据显示，4 月11日至17日当周，美国大豆净销售额环比下降50%，猪肉净销售额环比下降72%。分析认为，这与关税形势和贸易战直接相关， 若主要大宗商品出口销量持续锐减，恐将对经济造成严重冲击。 《印度快报》：物价上涨与消费支出下降的双重打击 文章指出，最新数据显示，截至4月中旬，从中国到美国的标准集装箱预订量同比下降了45%。作为中国货物主要入境口岸的 洛杉矶港，5月4日的到港量预计将比去年同 ...