在新华社援引印媒传出印度打算对美征报复性关税的消息后，又传来美国和印度或达成协议的双方关系可能缓和消息。 美东时间7月11日周五，媒体援引知情人士消息称，美国正努力与印度达成一项临时贸易协议，该协议可能将美国计划对印度征收的关税税率降至20%以 下。 知情者称，印度不会收到美国总统特朗普发出的征税函，预计将以声明的形式宣布印度同美国达成的贸易安排。临时协议将让印美双方得以继续谈判，为印 度政府提供空间，在预计今年秋天达成更广泛的协议之前，解决悬而未决的问题。 消息传出后，在美上市印度ETF iShares MSCI India ETF（INDA）盘中跌幅略为收窄到0.6%以内。 印度卢比的跌幅也有所收窄。美元兑卢比盘中涨幅不足0.1%。 印度寻求比特朗普所说美越协议更优惠的协议 本周五的媒体报道称，知情者表示，印度政府寻求达成一项比特朗普所说美越协议更优惠的协议。不过，最近的消息显示，美越协议其实并不是一个好"榜 样"。 据新华社，7月2日上周三特朗普在社交媒体表示，美越达成一项贸易协议，越南所有对美出口商品将面临至少20%关税，并对美国"完全开放市场"。 据新华社报道，印度商业和工业部长皮尤什·戈亚尔4日表 ...

以下文章来源于财经图解 ，作者乘桴于海 特朗普则指出，加税部分原因是为"纠正（巴西）现政权的严重不公"，尤其是巴西政府对前总统博索纳 罗的"政治迫害"。博索纳罗将于今年晚些时候面临审判，罪名是在2022年大选中以微弱劣势落败后，试 图推翻卢拉政府。 除巴西外，美国对菲律宾、文莱、日本和马来西亚这4国的最新关税相较"对等关税"时也有所增加，但 增量相对较小。对菲律宾的税率较当时增加了3个百分点，对文莱、日本和马来西亚均增加了1个百分 点。 最新关税税率下降的12个国家中，美国对斯里兰卡的税率调降最多，减少了14个百分点至30%；柬埔寨 紧随其后，减少了13个百分点至36%。美国对老挝和缅甸的税率分别减少了8个、4个百分点，但最新税 率依然高达40%，仅次于巴西。 此外，泰国、印度尼西亚、阿尔及利亚、南非和韩国这5国，最新关税税率与对等关税时相比未发生变 化，均在30%上下。 据特朗普的贸易信函，在7月剩下的时间里，如果这些国家不能与美国达成贸易协议，则8月1日为最新 关税的生效期限。值得注意的是，上一轮"对等关税"谈判里，从4月3日到7月9日的这3个月里，美国仅 与英国和越南达成了贸易框架协议。 财经图解 . ...

缅甸领导人敏昂莱7月9日致信美国总统特朗普，要求将缅甸关税税率从40%降至10%至20%。他同时表 示，如果需要，准备派一个谈判团队前往华盛顿。美国总统特朗普7月7日表示，将从8月1日起对14个国 家的进口产品征收25%到40%不等的关税，其中缅甸面临高达40%的关税。(央视新闻) ...

Group 1 - The A-share market closed above the 3500-point mark, indicating a continued recovery in market risk appetite, with the Shanghai Composite Index breaking the high point from November 8, 2024 [1][3] - The recent market uptrend is a response to the U.S. adjusting tariff rates for 14 countries, suggesting that the market has become desensitized to tariff impacts and has formed sufficient expectations regarding these changes [1] - Key support factors for the ongoing rise in A-shares include the sustained low interest rate environment and the potential for early interest rate cuts by the Federal Reserve [1] Group 2 - The outlook for July suggests that the A-share market may continue to experience event-driven thematic trading, with a high likelihood of sector rotation between high and low-performing segments [2] - The focus on expanding domestic demand and consumption is a key task for 2025, with expectations for policy support in the consumer sector, particularly in areas like dairy products, IP consumption, leisure tourism, and medical aesthetics [2] - The trend of robot localization and integration into daily life is expected to continue into 2025, with opportunities arising in sensor, controller, and robotic hand sectors as products evolve from humanoid to functional robots [2] Group 3 - The market saw over 2900 stocks rise, with significant gains in sectors such as real estate, oil and petrochemicals, steel, non-bank financials, and coal, while sectors like automotive, media, military, electronics, and utilities faced declines [3] - The military industry is anticipated to see a rebound in orders by 2025, with signs of recovery already evident in Q1 reports across various military sub-sectors [2] - The innovative drug sector is expected to reach a turning point in fundamentals by 2025, following a period of adjustment, with positive net profit growth observed for three consecutive quarters since Q3 2024 [2]

Group 1 - The core point of the article is that the Myanmar government is requesting a reduction in tariffs from the U.S. by 40% [1] - Myanmar is seeking to impose tariffs of 10% to 20% on U.S. imports while being willing to lower its tariffs on U.S. imports to between 0% and 10% [1]

Group 1 - The core viewpoint is that Canada imposes "unusual" tariffs on American dairy farmers, which has raised concerns in the U.S. [1] - Trump indicated that if Canada collaborates with the U.S. to prevent the influx of fentanyl, he would consider adjusting the 35% tariff [1]

特朗普表示，欧盟和加拿大将在"今天或明天"收到通知他们新关税税率的信件。 ...

Core Points - The article discusses the unexpected increase in tariffs by the Trump administration on Vietnam, despite initial agreements suggesting a significant reduction in tariffs [1][2] - Vietnam's government has not formally accepted the proposed tariff changes, leading to skepticism about the existence of a finalized agreement [1][2] - The situation has caused strong reactions in Vietnam, with officials expressing surprise and disappointment at the unilateral decision made by the U.S. [2][3] Group 1: Tariff Negotiations - Trump announced a framework agreement that would impose a 20% tariff on Vietnamese exports, down from a previously announced 46% [1] - The Vietnamese negotiating team reportedly agreed to a tariff level of around 11%, which Trump disregarded in his announcement [1][2] - The lack of a formal agreement document raises questions about the validity and timing of the new tariff rates [2][3] Group 2: Impact on U.S.-Vietnam Relations - The tariff dispute could jeopardize the diplomatic relations and growing economic ties established between the U.S. and Vietnam since the end of the Vietnam War [3] - Trade between the U.S. and Vietnam has significantly increased, from $2.9 billion in 2002 to over $139 billion in 2022, with Vietnam becoming the sixth-largest source of U.S. imports [3] - Other countries are increasingly anxious about negotiating with the U.S. under the current administration, fearing arbitrary changes to agreements [3]

缅甸军政府提议将对美进口关税从40%降至10%-20%，对出口美国的商品征收0%-10%关税，并准备派 高级别代表团赴美谈判，呼吁特朗普政府放宽或取消制裁。 ...

智通财经APP获悉，贸易/关税仍是今日焦点，特朗普正式将关税暂停期延长至8月1日，并于隔夜暗示8月1日的最后期限"并非 100%确定"，这最终为进一步谈判留有余地。高盛将标普500指数1个月、3个月和12个月的回报预测上调至+3%(6400点)、+6% (6600点)和+11%(6900点)。 日本首相石破茂表示，25%的关税"确实令人遗憾"，但他将尽快推动达成协议；欧盟正寻求本周达成初步贸易协议，以将10%的 关税税率锁定在8月1日之后(彭博社)；贝森特表示，他预计未来几周将与中国同行会面。 6月，美国股票发行量达到2024年10月以来的最高水平(下图)，高盛的IPO晴雨表目前为118(100=IPO发行平均水平)。 美联储更早、更深幅度的降息以及低于此前预期的债券收益率、大型股票持续的基本面强势，以及投资者愿意忽略可能的近期 盈利疲软，支撑高盛将标普500指数远期市盈率预测从20.4倍上调至22倍。高盛此前的指数目标分别为5900点、6100点和6500 点。 维持对每股收益增长的预测(2025年+7%，2026年+7%)，但看到预估在两个方向上都有风险，并将在第二季度业绩公布后重新评 估。不断变化的关税 ...