美国白宫：相关关税信函将在真实社交平台上公布。 ...

Meta目前涨0.5%，Snap跌0.8%，吞并推特并将其更名为X的马斯克旗下特斯拉目前跌7.6%。 巴西总统卢拉称，像美国这样的国家的总统在社交媒体上用关税威胁世界，这是不负责任的。 如果美国总统特朗普实施关税，其他国家也有权采取同样的措施。 ...

巴西总统卢拉：像美国这样的国家的总统在社交媒体上用关税威胁世界，这是不负责任的。如果美国总 统特朗普实施关税，其他国家也有权采取同样的措施。 ...

7月7日晚间，美股三大指数下跌，道指持续跳水跌近400点，纳指、标普500指数跌幅均在0.7%左右。 【导读】美股跳水，特斯拉暴跌 大家晚上好，继续关注美股的表现以及关税的最新消息。 美股下跌 贝森特表示："特朗普总统在意的是协议的质量，而不是数量。我们已经看到很多人在谈判中的态度发 生了转变。所以昨晚我的邮箱被很多新的报价和提议塞满了。" 贝森特并未说明将涉及哪些国家。 不过，加剧贸易担忧的是，特朗普还威胁称，将对那些"与金砖国家反美政策结盟"的国家加征额外10% 的关税。不过，特朗普并未具体说明金砖国家的哪些政策属于"反美"。 消息面上，特朗普及高级内阁官员确认，关税将在8月1日生效，而不是7月9日。 在周日接受媒体联合采访时，特朗普和商务部长霍华德·拉特尼克被问及新的更高关税率何时实施。拉 特尼克回应说："关税将在8月1日生效。但总统目前正在设定税率和达成协议。"特朗普对此表示同意。 当天早些时候，财政部长贝森特在《State of the Union》节目中表示，4月宣布的关税将于8月1日对尚未 与美国达成协议的国家生效。他说，如果谈判没有进展，关税将"回弹"至4月2日宣布的更高水平。 截至上周日，特 ...

Market Performance - The U.S. stock market experienced a significant decline, with the Dow Jones dropping nearly 400 points and both the Nasdaq and S&P 500 indices falling approximately 0.7% [2][5] - Tesla's stock plummeted about 7% following CEO Elon Musk's announcement of plans to form a new political party [12][18] Tariff Updates - President Trump and senior cabinet officials confirmed that new tariffs will take effect on August 1, rather than the previously expected date of July 9 [5][6] - The tariffs are part of a strategy to apply pressure on countries that have not reached agreements with the U.S. [5][6] - Treasury Secretary Mnuchin indicated that multiple trade agreements are expected to be announced within the next 48 hours [8][10] Tesla's Political Involvement - Elon Musk's political ambitions, including the formation of a new party named the "American Party," have raised concerns among investors [14][16] - Musk's increased political engagement is viewed negatively by many Tesla investors, especially during a critical period for the company [16][17] - The company's second-quarter vehicle deliveries fell 14% year-over-year, missing market expectations, adding to investor anxiety [18]

6 July 2025 | 11:36PM KST Vietnam: US-Vietnam Trade Deal: 20% US Tariffs (40% for Transshipment) Bottom line: On July 2, President Trump announced a new trade deal between the US and Vietnam. It includes a 20% tariff on US imports from Vietnam, a 40% tariff on goods transshipped through Vietnam, and zero tariffs on Vietnamese imports from the US. Since over one-third of Vietnam's intermediate imports come from China, Chinese goods routed through Vietnam could be significantly affected by the 40% tariff. Mai ...

美国财政部长贝森特6日表示，美国总统特朗普7日将向贸易伙伴发送信函，告知美方计划征收的关税税 率。对于未能达成协议的国家，关税税率将恢复到4月宣布的"对等关税"水平。 欧盟说仍在争取与美国达成原则性贸易协议 智通财经7月7日电，据新华社报道，欧盟委员会发言人奥洛夫·吉尔7日表示，欧盟仍在争取于7月9日前 与美国达成一项原则性的双边贸易协议，目前欧盟与美国仍在继续接触。吉尔说，欧盟始终致力于达成 一项有利于欧盟企业、消费者和全球经济的协议。此外，欧盟也已准备好应对所有结果的选项，包括反 制清单，但暂不打算启动该程序。他表示，欧盟已完成对成员国、企业和利益相关方的意见征询。目 前，欧盟仍把谈判作为首要任务，但也在为其他可能的结果做准备。 目前，美国对欧盟钢铝产品征收50%关税，对汽车领域征收25%关税，对几乎所有其他商品征收10%基 准关税。特朗普还曾威胁称，如果7月9日前美欧贸易谈判没有取得突破，他将对欧盟商品征收50%关 税。作为回应，欧盟曾决定对总额210亿欧元的进口美国产品加征最高50%的关税。但为给贸易谈判留 出时间，这一报复措施将推迟至7月14日生效。 ...

Core Viewpoint - Chinese concept stocks are performing strongly against the backdrop of a declining US stock market, with the Nasdaq China Golden Dragon Index rising by 1.53% while major US indices are down [2][9]. Group 1: Market Performance - As of July 7, US stock indices opened lower, with the Dow Jones down 0.31%, S&P 500 down 0.39%, and Nasdaq down 0.55% [1][2]. - The Nasdaq China Golden Dragon Index increased to 7500.74, reflecting a positive trend for Chinese stocks [2]. Group 2: Trade Relations and Tariffs - The focus remains on tariff news, with President Trump announcing that the US government will release tariff letters or agreements on July 7, potentially imposing tariffs up to 70% on certain goods starting August 1 [2][3]. - The 90-day grace period for the so-called "reciprocal tariffs" is set to end on July 9, with ongoing trade negotiations between the US and multiple countries showing slower progress than expected [3]. Group 3: Company-Specific News - Tesla shares have seen a significant drop, with a decline of over 6% as of the latest report, reflecting investor concerns regarding Elon Musk's political involvement [4][8]. - Apple has officially appealed against a €500 million fine imposed by the EU, claiming the penalty is unprecedented and the demands for changes to its App Store are illegal [8]. Group 4: Performance of Chinese Stocks - Notable gains in Chinese concept stocks include Bit Digital rising over 23%, Bilibili up over 7%, and Ctrip, Yum China, and Baidu each increasing by over 5% [9][10]. - Conversely, Xpeng Motors and NIO saw declines of over 3% and 1% respectively, while Alibaba dropped nearly 1% [9]. Group 5: Gold Market Insights - International gold prices have slightly decreased, with London gold dropping below $3,300 per ounce [11]. - China's official gold reserves increased to 73.9 million ounces as of June 2025, marking an addition of 70,000 ounces over the previous month, indicating a trend of continuous accumulation by the People's Bank of China [11][12].

Group 1 - As of June 2025, China's foreign exchange reserves reached 33,174 billion USD, marking a 322 billion USD increase from May, representing a 0.98% rise. This is the 19th consecutive month above 3.2 trillion USD and the 6th month of month-on-month growth [1][2] - In the first half of 2025, China's foreign exchange reserves increased consistently, with monthly increases of 66.79 billion USD, 182 billion USD, 134.41 billion USD, 410 billion USD, 36 billion USD, and 322 billion USD [2] - The People's Bank of China has increased its gold reserves for eight consecutive months, with a total of 7,390 million ounces (approximately 2,298.55 tons) as of June, an increase of 7 million ounces (approximately 2.18 tons) from May [1][2] Group 2 - Global central banks have shown strong demand for gold, with net purchases of 244 tons in the first quarter of 2025, despite a slight slowdown compared to the previous quarter [3] - The global gold ETF demand turned negative in May, but liquidity remains high year-to-date. Market analysts suggest that uncertainty around tariff negotiations is causing investors to wait for clearer signals [4] - Analysts predict that if tariff announcements indicate heightened trade tensions, gold may attract more buying interest, although the overall outlook remains cautiously optimistic [5] Group 3 - The Federal Reserve's potential delay in interest rate cuts could negatively impact gold prices, as the market anticipates no rate cuts in the upcoming July meeting, with a 95% probability of a cut in September [5][6] - HSBC has raised its average gold price forecast for 2025 from 3,015 USD to 3,215 USD per ounce, while Citigroup has a bearish outlook, predicting a drop to 2,500 to 2,700 USD per ounce by Q2 2026 [5][6] - Citigroup's bearish stance on gold is based on several factors, including improved economic expectations from potential Fed rate cuts, a peak in gold long positions, and a possible rebound in the USD [6]

巴克莱：泰国央行或保留货币政策空间，2025年通胀预测面临下行风险 摩根士丹利：美国经济前景受关税影响，GDP增长放缓但未至衰退 高盛预测显示，欧佩克+的八个成员国将在9月份进一步将生产配额提高55万桶／日。这些增产措施表 明，在当前全球石油需求强劲的情况下，欧佩克+正致力于实现其产能正常化，并预期石油市场的供需 将进一步达到平衡。欧佩克+加快供应增长增强了对其长期市场平衡预测的信心，这一转变有助于提升 组织内部的凝聚力，并战略性地限制美国页岩油的供应。 摩根士丹利表示，预计2025/2026年四季度同比GDP增长约为1%，虽然不至于衰退，但较去年更为疲 软。关税仍然是美国市场前景评估的关键因素。更加激进的关税路径将强化市场对美国经济前景风险偏 向下行的观点。 德勤调查显示，英国企业高管对美国作为投资目的地的兴趣显著降低，净平衡比例从2024年底的+59% 降至当前的+2%。美国官方数据显示2025年初外国直接投资大幅下跌，这与美国政府的关税计划带来的 不确定性有关。英国企业高管对本国市场的兴趣有所提升，英国的投资吸引力净平衡比例由-12%升至 13%，成为最具吸引力的投资目的地之一。 荷兰国际集团分析师指出 ...