#要闻 特朗普：任何支持金砖国家反美政策的国家都将被加征10%的关税。此政策将不设例外。 https://t.co/WRnUWCxq7X外汇交易员 (@myfxtrader):特朗普：美国与世界各国的关税信函和/或协议将从美东时间周一中午12:00（北京时间周二00:00）开始送达。 https://t.co/L80eOi4Hud ...

美国总统特朗普在真实社交发文称，我很高兴地宣布，美国与世界各国的关税信函和协议，将于美国东部时 间7月7日中午12点（北京时间周二凌晨）开始发出。 ...

智通财经7月7日电，据央视新闻，美国白宫经济顾问委员会主席斯蒂芬·米兰6日在接受美国广播公司的 采访时表示，随着美国总统特朗普达成贸易协议的最后期限临近，一些与美国"真诚谈判"的国家可能会 推迟征收关税。 关税"大限"将至 白宫暗示可能调整部分国家谈判截止日期 ...

特朗普：美国与世界各国的关税信函和/或协议将从美东时间周一中午12:00（北京时间周二00:00）开始送达。 https://t.co/L80eOi4Hud ...

泰国财政部长向彭博表示，泰国已向美国提出最新贸易提案，承诺在未来5年内对美贸易顺差削减70%，并力争在7-8年内实现贸易平衡，旨在美国施加的36%关税。泰方希望关税维持在10%的“理想区间”，同时也愿接受10%-20%之间的调整幅度。提升对美贸易总量、扩大进口，并逐步压缩对美顺差，是泰方此轮谈判的关键内容。 ...

新西兰联储首席经济学家Paul Conway将于7月24日就关税问题发表讲话。 ...

Group 1: Economic and Fiscal Implications - The "Big and Beautiful" Act signed by Trump includes tax cuts and significant spending measures, projecting a $4 trillion tax reduction and a $1.5 trillion spending cut over the next decade [1] - The Act is expected to increase the U.S. deficit by approximately $3.4 trillion over the next ten years, raising concerns about fiscal deficits and debt [1][2] - The Act is anticipated to create a super loose fiscal stimulus environment, potentially benefiting the economy and stock market liquidity, while negatively impacting U.S. debt and the dollar [1][2] Group 2: Market Reactions and Predictions - The Act is likely to push up U.S. Treasury yields and weaken the dollar, with increased demand for gold as a safe haven [2] - Analysts suggest that the Act may lead to a stronger recovery for the U.S. economy, although the extent remains uncertain [2] - The S&P 500 index is projected to reach 6850 points within 12 months, despite concerns over tariffs and geopolitical tensions [3] Group 3: Sector-Specific Impacts - The Act provides significant tax incentives and funding support for sectors such as chip manufacturers, energy companies, defense contractors, and real estate developers, while cutting subsidies for electric vehicles and renewable energy projects [1] - Traditional energy and military sectors are expected to benefit, while the renewable energy sector may face challenges [2] - The German stock market has shown strong performance, with military procurement plans potentially benefiting key defense manufacturers [5][6] Group 4: Oil Market Dynamics - OPEC+ has agreed to increase production by 548,000 barrels per day, exceeding market expectations, which may lead to a global oversupply risk and downward pressure on oil prices [7][8] - The strategy shift from limiting supply to increasing production aims to reclaim market share lost to U.S. shale oil [8] Group 5: AI Chip Supply Chain Growth - The global ASIC supply chain is entering a growth cycle driven by the widespread adoption of AI ASIC chips by cloud service providers like Google and Amazon [9] - Companies such as MPI, Aspeed, and Alchip are expected to benefit significantly from this trend, with MPI planning to double its production capacity [9][10]

Group 1: U.S. Stock Market Performance - The U.S. stock market experienced fluctuations due to the controversial tax and spending bill signed by President Trump, which passed through Congress amid market concerns [1] - The three major U.S. stock indices saw cumulative gains over the week, with the Dow Jones increasing by 2.30%, the S&P 500 rising by 1.72%, and the Nasdaq up by 1.62% [1] Group 2: Oil Market Dynamics - International oil prices rose last week, driven by expectations that the U.S.-Vietnam trade agreement would boost oil demand and geopolitical risks from Iran's suspension of cooperation with the International Atomic Energy Agency [2] - U.S. oil futures increased by 2.26%, while Brent crude futures rose by 0.78% [2] Group 3: OPEC+ Production Increase - OPEC+ agreed to increase oil production by 548,000 barrels per day in August, exceeding market expectations of 411,000 barrels per day, which may lead to downward pressure on oil prices due to potential oversupply [3] Group 4: Gold Market Trends - International gold prices rose by 1.68% last week, influenced by heightened market uncertainty regarding global trade and increased geopolitical tensions in the Middle East [4] Group 5: U.S. Tariff Negotiations - Investors are closely monitoring the end of the 90-day suspension period for U.S. "reciprocal tariffs," with no agreements reached with major trading partners like the EU and Japan [5] - President Trump indicated he might send multiple letters regarding tariffs, raising concerns about unilateral trade strategies and their potential impact on the global economy [5] Group 6: Federal Reserve's Monetary Policy - The Federal Reserve is set to release the minutes from its June monetary policy meeting, where it maintained interest rates, with market expectations leaning towards a high probability of a rate cut in September [6] - Economic data from major Eurozone economies, including Germany and France, will also be released, with predictions of potential rate cuts from the European Central Bank [6]

金十数据整理：昨日今晨重要新闻汇总（7月7日） 国内新闻： 7. 关税-①特朗普：可能在周一发出12或15封与关税有关的信函。已经达成一些协议。②韩美贸易代表 在美磋商延长对等关税豁免方案。③美财长：多项重大协议已接近达成；若收到关税信函的国家未能达 成协议，税率将从8月1日起恢复到4月份水平。④白宫经济顾问哈塞特表示，部分贸易谈判可能会超过 截止日期。⑤消息人士：印度-美国小型贸易协议谈判已经完成，平均关税税率可能为10%。⑥泰国据 悉将向美国提供更多让步，以避免36%的关税。 ⑦美商务部长：关税将于8月1日生效，特朗普"现在正 在制定税率和协议"。 1. 李强出席金砖国家领导人第十七次会晤第一阶段会议并发表讲话。 2. 国务院台办：启用M503航线W121衔接航线对两岸同胞都有利。 3. 广东出台意见化解不动产登记历史遗留问题 "小产权房"一律不得登记。 4. 财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。 5. 中缅泰达成系列共识：将继续严打电诈，全面清剿电诈园区，全量抓捕涉诈人员。 1. 韩国特检组向法院申请拘留前总统尹锡悦。 2. 也门官员：一艘商船在红海遭胡塞武装袭击。 3. ...

美国商务部长卢特尼克：关税将于8月1日生效。 ...