鸿海董事长：美国关税对全球供应链影响"并不小"。 ...

欧盟委员会执行副主席东布罗夫斯基斯：美国关税对欧盟2025年前景产生负面影响。 ...

日本央行副行长内田真一：美国关税对日本经济施加了下行压力。 ...

金融研究 2025年5月12日 星期一 金融期货早班车 招商期货有限公司 市场表现：5 月 9 日，A 股四大股指有所回调，其中上证指数下跌 0.3%，报收 3342 点；深成指下 跌 0.69%，报收 10126.83 点；创业板指下跌 0.87%，报收 2011.77 点；科创 50 指数下跌 1.96%， 报收 1006.32 点。市场成交 12,224 亿元，较前日减少 994 亿元。行业板块方面，美容护理(+1.41%)， 银行(+1.36%)，纺织服饰(+0.72%)涨幅居前；电子(-2.07%)，计算机(-1.96%)，国防军工(-1.87%)跌 幅居前。从市场强弱看，IH>IF>IC>IM，个股涨/平/跌数分别为 1,212/135/4,061。沪深两市，机构、 主力、大户、散户全天资金分别净流入-174、-192、62、304 亿元，分别变动-244、-103、+156、 +191 亿元。 基差：IM、IC、IF、IH 次月合约基差分别为 136.88、116.92、37.56 与 17.81 点，基差年化收益率 分别为-18.75%、-17.03%、-8.14%与-5.53%，三年期历史分 ...

Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Viewpoints - Overseas companies are actively responding to the impact of US tariffs through various strategies such as inventory preparation, supply chain adjustments, price increases, and internal cost control [10][19] - Different companies are experiencing varying degrees of price adjustments, with Stanley Black & Decker already implementing price increases and expecting further hikes in Q3, while others like Amazon and Rational have yet to raise prices but may need to do so to alleviate cost pressures [10][19] - Companies have generally stocked up on inventory before the tariffs took effect to mitigate cost pressures [10] Summary by Relevant Sections Tools Sector - Stanley Black & Decker plans to mitigate tariff impacts through supply chain adjustments, price increases, and collaboration with the US government. Approximately 15% of its supply chain is from China, and the company aims to adjust this over 12-24 months [17][19] - The company has already raised prices in April 2025 and anticipates further increases in Q3 2025 [17] Aerial Work Platforms - Oshkosh manufactures nearly all its products sold in the US domestically and is using supply chain adjustments and cost control to mitigate tariff impacts. The company reports healthy market demand and order levels [22][23] - Terex's Genie brand sources about 90% of its AWP products from the US and Mexico, and the company is also taking steps to minimize tariff impacts through inventory preparation and supply chain adjustments [28][30] Technology Sector - Apple expects limited impact from tariffs on its Q1 2025 performance, with a projected cost increase of $900 million due to tariffs. The majority of its products sold in the US will be sourced from India and Vietnam [40][41] - Amazon has not seen significant price increases in retail goods but anticipates potential price adjustments in the future to manage costs [44][45] Commercial Kitchen Equipment - Rational's products exported to the US are affected by a 10% additional tariff, but the company is focusing on efficiency improvements to avoid price increases. The company has not yet adjusted prices but may need to pass on some costs [51][52]

Core Viewpoint - The article discusses the recent trends in U.S. tariffs and their impact on gold prices, indicating a slowdown in the downward trend of gold and questioning the effectiveness of the 3300 support level [1] Group 1 - U.S. tariffs are continuing to decrease, which is influencing market dynamics [1] - The downward trend of gold prices is showing signs of slowing down [1] - There is speculation about whether the 3300 support level for gold will hold [1] Group 2 - The article raises questions about the potential for short positions in the gold market as traders consider entering [1]

泰国央行行长评论美国关税的影响：美国关税对泰国的影响不如2008年的经济衰退严重。 ...

智通财经5月9日电，泰国央行总裁表示，美国关税造成非常高的不确定性，关税的影响将在第四季度显 现。 ...

泰国央行行长：美国关税造成非常高的不确定性，关税影响将在第四季度显现。 ...

惠誉：新加坡经济仍可能受到美国关税对区域及全球贸易产生的重大间接影响。 ...