当地时间1月17日，美国总统特朗普在"真实社交"平台发布一张个人黑白照片，并自诩为"关税之王"。 特朗普"真实社交"账号截图 同日，特朗普在社交媒体上宣布，将从2月1日起对来自丹麦、挪威、瑞典、法国、德国、英国、荷兰和 芬兰的输美商品加征10%关税，并宣称加征关税的税率将从6月1日起提高至25%，直到相关方就美 国"全面、彻底购买格陵兰岛"达成协议。 据《今日美国》（USA Today）报道，当地时间1月16日，特朗普在白宫一场与格陵兰岛议题无关的农 村医疗健康活动上，提到自己曾通过以医药关税相要挟，向欧洲国家施压。 "对于格陵兰岛问题，我或许也会如法炮制，"特朗普称，"要是有国家不配合我们拿下格陵兰岛，我可 能会对它们加征关税，因为格陵兰岛对美国的国家安全至关重要。所以我确实有可能这么做。" 报道提到，美国最高法院随时可能对特朗普单方面在全球范围内征收关税的合法性做出裁决，这些关税 已通过对外国进口商品征税筹集了数千亿美元。 对此，特朗普16日表示："我是'关税之王'，本'关税之王'干得非常出色。我希望我们能赢得最高法院的 官司，因为如果我们输了，那将是我们国家的耻辱。" 多名欧洲议会议员1月17日说，鉴于 ...

来源：中国新闻社 当地时间1月17日，美国总统特朗普在"真实社交"平台发布一张个人黑白照片，并自 诩为"关税之王"。 同日， 特朗普在社交媒体上宣布，将从2月1日起对来自丹麦、挪威、瑞典、法国、德 国、英国、荷兰和芬兰的输美商品加征10%关税，并宣称加征关税的税率将从6月1日 起提高至25%，直到相关方就美国"全面、彻底购买格陵兰岛"达成协议。 据 《今日美国报》 报道，当地时间1月16日，特朗普在白宫一场与格陵兰岛议题无关 的农村医疗健康活动上，提到自己曾通过以医药关税相要挟，向欧洲国家施压。 "对于格陵兰岛问题，我或许也会如法炮制，" 特朗普称，"要是有国家不配合我们拿 下格陵兰岛，我可能会对它们加征关税，因为格陵兰岛对美国的国家安全至关重要。 所以我确实有可能这么做。" 报道提到，美国最高法院随时可能对特朗普单方面在全球范围内征收关税的合法性做 出裁决，这些关税已通过对外国进口商品征税筹集了数千亿美元。 对此，特朗普16日表示："我是'关税之王'，本'关税之王'干得非常出色。我希望我们 能赢得最高法院的官司，因为如果我们输了，那将是我们国家的耻辱。" 多名欧洲议会议员1月17日说，鉴于美方对格陵兰岛的威 ...

Group 1 - The core point of the news is that President Trump announced a plan to impose a 10% tariff on goods imported from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, with the rate increasing to 25% on June 1, contingent on negotiations regarding the purchase of Greenland [4][5] - Trump referred to himself as the "Tariff King" and expressed confidence in winning a potential Supreme Court case regarding the legality of his unilateral tariffs, which have raised hundreds of billions of dollars through foreign import taxes [4][6] - European Parliament members indicated that the escalating tensions due to the U.S. threats regarding Greenland would prevent the approval of a previously negotiated trade agreement between the U.S. and Europe [5][6] Group 2 - The previously negotiated U.S.-EU trade agreement required the EU to eliminate tariffs on U.S. industrial goods and provide preferential market access for U.S. seafood and agricultural products in exchange for a 15% tariff on most EU goods imported to the U.S. [5] - The European People's Party, the largest party group in the European Parliament, stated that the current tensions mean they cannot support the trade agreement, and measures to eliminate zero tariffs on U.S. products must be suspended [5][6] - Several European political leaders called for the activation of the EU's anti-coercion tool in response to U.S. economic threats, emphasizing the need for deterrent measures against U.S. actions [6]

Core Viewpoint - The article discusses President Trump's announcement of new tariffs on imports from several European countries, linking it to the ongoing negotiations regarding Greenland, and highlights the potential legal implications of such tariffs [5]. Group 1: Tariff Announcement - Trump announced a 10% tariff on imports from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, with plans to increase it to 25% on June 1 [5]. - The tariffs are positioned as leverage in negotiations for the U.S. to "fully and completely purchase Greenland," which Trump claims is crucial for national security [5]. Group 2: Legal and Political Implications - The U.S. Supreme Court may soon rule on the legality of Trump's unilateral imposition of tariffs, which have generated hundreds of billions of dollars through taxes on foreign imports [5]. - Trump expressed confidence in winning the legal battle, stating that losing would be a disgrace for the country [5]. Group 3: European Response - European Parliament members indicated that the U.S. threats regarding Greenland would hinder the passage of a previously agreed trade deal between the U.S. and Europe [5]. - The trade agreement involved the EU eliminating tariffs on U.S. industrial goods and providing favorable market access for U.S. seafood and agricultural products in exchange for a 15% tariff on most EU imports to the U.S. [5].

Core Viewpoint - President Trump announced a new tariff policy targeting eight European countries, imposing a 10% tariff on all goods exported to the U.S. starting February 1, 2026, which will increase to 25% on June 1, 2026, as leverage in negotiations regarding the potential purchase of Greenland [5][11]. Group 1: Tariff Announcement - The countries affected by the new tariffs include Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands, and Finland [5][11]. - The tariff measures are intended to remain in place until a complete agreement on the purchase of Greenland is reached [6][12]. Group 2: Legal and Political Implications - The legality of Trump's unilateral imposition of tariffs may soon be reviewed by the U.S. Supreme Court, which has previously seen these tariffs generate billions in revenue from foreign imports [6][12]. - Trump expressed confidence in winning the legal battle, stating that losing would be a disgrace for the country [6][12]. Group 3: European Response - The eight European countries affected by the tariffs have publicly condemned the measures as "unacceptable" [6][12]. - European leaders, including the President of the European Commission and the President of the European Council, warned that the tariffs could damage transatlantic relations and lead to a dangerous cycle of retaliation [6][12].

格隆汇1月18日｜特朗普的格陵兰岛关税声明凸显了特朗普政府第二任期出现的一些新情况：任何问题 都能通过谈判解决，但联盟关系却会招致猜疑，而权力和影响力才是关键所在。"那些原本认为第二年 关税会保持稳定的人应该意识到，这与第一年的情况非常相似了。"大西洋理事会国际经济事务主席乔 什·利普斯基说道。"欧洲将会出现统一的抵制行动。一方面是因为欧洲在格陵兰问题上的态度非常统 一；另一方面，是因为欧洲为特恩贝里协议已经付出了巨大的政治代价。"（注：六个月前美欧在特朗 普位于苏格兰的特恩伯里度假胜地达成贸易协议。） ...

Group 1 - The Southern Common Market (Mercosur) and the European Union officially signed a free trade agreement in Asunción, Paraguay, marking a significant step towards creating one of the world's largest free trade areas [1] - The combined market of Mercosur and the EU has over 700 million people, with a GDP that accounts for approximately 25% of the global GDP [1] - The agreement will eliminate tariffs on over 90% of goods traded between the two regions and establish common rules for trade in industrial and agricultural products, investment, and regulatory standards [1] Group 2 - Paraguayan President Peña, as the rotating president of Mercosur, expressed gratitude for the efforts made by leaders from both regions to finalize the agreement, calling it a historically significant day [1] - European Commission President von der Leyen emphasized that the agreement represents a choice for cooperation over division and fair trade over tariffs, aiming to bring tangible benefits to the people [1] - European Council President Costa stated that the signing of the agreement is a firm opposition to isolationism and the use of trade as a geopolitical weapon, highlighting the necessity of open markets for prosperity [1]

记者丨刘雪莹 施诗 李依农 编辑丨曾静娇 周五（1月16日），欧美股指集体收跌，美股芯片股逆势爆发，中概股多数下跌 ，贵金属跳水，白银一 度失守87美元/盎司。 其中美股高开低走，三大指数全线收跌。本周三大股指均下跌，道指累计跌0.29%，标普500指数跌 0.38%，纳指跌0.66%。 欧洲三大股指收盘全线下跌。本周，法国CAC40指数跌1.23%，英国富时100指数涨1.09%。 | 英国富时100 法国CAC40 德国DAX | | --- | | 10235.29 8258.94 25297.13 | | -3.65 -0.04% -54.18 -0.65% -55.26 -0.22% | | 意大利MIB 俄罗斯MOEX 欧洲STOXX50 | | 45799.69 2733.75 6029.45 | | -50.08 -0.11% +32.43 +1.20% -11.69 -0.19% | 黄金、白银盘中几度跳水，截至发稿，现货白银下挫2.7%，一度失守87美元/盎司，纽约期银跌2.6%。 基本金属方面，碳酸锂跌近9%，LME锡跌超4%。 国际油价上涨，WTI原油涨0.24%，ICE布油涨超0.6 ...

Group 1 - The Federal Reserve's Beige Book indicates that economic activity has improved across most districts, but cost pressures from tariffs persist [1] - Companies are beginning to pass on tariff costs to consumers due to depleted inventories and increased pressure to maintain profit margins [1] - Concerns are rising about inflationary pressures if companies continue to transfer costs to consumers, which could impact overall economic conditions in the U.S. [4] Group 2 - The uncertainty surrounding tariffs is causing companies to be cautious in long-term production planning, potentially disrupting manufacturing investment [4] - The Federal Reserve may face a dilemma in its monetary policy, as rising inflation from tariffs could prevent it from lowering interest rates to stimulate economic growth [4] - The U.S. Supreme Court has not yet ruled on the legality of the Trump administration's tariff policies, which has led to ongoing legal challenges [7] Group 3 - The legal basis for the tariffs is under scrutiny, particularly whether the invocation of the International Emergency Economic Powers Act violates U.S. tariff laws [7] - If the Supreme Court rules against the tariffs, the government could face significant financial repercussions, including potential refunds amounting to hundreds of billions [8] - A balanced or compromise solution may be sought by judges to avoid exacerbating economic and fiscal impacts while addressing potential executive overreach [9] Group 4 - The U.S. government has announced new tariffs on certain imported semiconductors and related products, indicating that tariffs will remain a core tool in domestic and foreign policy [9] - A ruling that supports the government's tariff measures could strengthen its global tariff strategy, potentially undermining the multilateral trading system established post-World War II [10] - Consideration may be given to establishing broader tariff exemptions for essential goods to mitigate domestic inflation and public discontent [10]

Group 1: Industry Investment Rating - There is no information about the industry investment rating in the provided content. Group 2: Core Viewpoints - Zinc prices are likely to rise and difficult to fall [1] - Wall Street is optimistic about the medium - term outlook of silver but warns of short - term risks [2] - There is still room for the central bank to cut the reserve requirement ratio and interest rates this year [2][3] Group 3: Summary by Relevant Catalogs 1. Zinc Fundamental Data - **Price**: The closing price of Shanghai Zinc main contract was 25,090 yuan/ton, up 2.51%; the closing price of LME Zinc 3M electronic trading was 3,290 dollars/ton, up 2.75% [1] - **Volume and Position**: The trading volume of Shanghai Zinc main contract was 502,358 lots, an increase of 259,257 lots; the position was 142,972 lots, an increase of 22,673 lots. The trading volume of LME Zinc was 16,389 lots, a decrease of 2,721 lots; the position was 231,380 lots, an increase of 3,117 lots [1] - **Premium and Discount**: Shanghai 0 zinc premium was 35 yuan/ton, down 15 yuan/ton; LME CASH - 3M premium was - 14.32 dollars/ton, up 5.03 dollars/ton [1] - **Inventory**: Shanghai Zinc futures inventory was 33,810 tons, an increase of 548 tons; LME Zinc inventory was 106,700 tons, a decrease of 25 tons [1] 2. News - Trump administration decided not to impose comprehensive tariffs on key minerals such as silver and platinum for the time being, which eased market concerns [2] - The central bank cut the interest rates of various structural monetary policy tools by 0.25 percentage points and will lower the minimum down - payment ratio for commercial housing loans to 30% [2][3] 3. Trend Intensity - The trend intensity of zinc is 1, indicating a neutral - to - bullish sentiment [3]