特朗普：可能在周一发出12或15封与关税有关的信函。 ...

【导读】关税最新消息 中国基金报记者 泰勒 大家好，今晚简单关注一下关税的新消息。 美国贸易伙伴加紧达成协议 贝森特称未来72小时将异常忙碌 在特朗普表示将于周一通知大约12个国家他们对美出口将面临的新关税水平后，主要的美国贸易伙伴周末纷纷加紧努力， 力求达成贸易协议或争取额外时间。 美国财政部长斯科特·贝森特周日在节目中说道 "接下来的72小时我们会非常忙碌"，他指的是距离政府7月9日截止日期所剩的时间。 特朗普在美国国庆假期周末对记者表示，他"签署了一些函件，将在周一寄出——初步大约12封" 。 他拒绝透露涉及哪些国家，只说这些 函件中包含"不同的金额、不同的关税水平以及各自不同的说明。" 贝森特表示，几项大型协议已接近达成，但如果收到函件的国家未能达成协议，从8月1日起，他们对美出口将面临美国最严厉的关税 ——在4月2日公布的50多个经济体中，有些税率高达50%。特朗普官员数周来一直表示，多项协议即将落地，但到目前为止，仅宣布了 与英国的有限框架协议、与中国的框架以及特朗普对与越南协议的简要概述。 特朗普和贝森特的最新表态表明，距离截止日期仅剩三天，谈判仍在持续，协议仍然难以最终敲定。 贝森特 表示，华 ...

周五A股冲高回落，沪指盘中涨逾1%逼近3500点，大金融冲高回落。周度数据看（6月30日-7月4日），三大指数涨跌互现，上证指数周涨1.4%，创业板指 周涨1.5%，科创50周跌0.35%。受反内卷主线利好，钢铁、建筑材料涨幅居前。周中热点轮动，银行、医药涨幅可观。下跌方面，计算机、非银金融跌幅居 前，获资金逢跌布局。 同花顺： 沪指日线 图：6/30-7/4申万一级行业涨幅榜 | 名称 | 5日涨跌幅 | 主力净流入额 | | --- | --- | --- | | 钢铁(申万) | 5.06% | 12.4617. | | 建筑材料(中万) | 3.96% | 9.51亿 | | 银行(申万) | 3.77% | 52.6717. | | 医药生物(中万) | 3.64% | 63.65 Z | | 综合(申万) | 2.82% | -6069 H | | 传媒(申万) | 2.71% | 25.49亿 | | 农林牧渔(中万) | 2.55% | 7.20亿 | | 公用事业(申万) | 2.26% | 38.91亿 | | 电力设备(申万) | 1.99% | -35.20亿 | 图：6/30-7/4 ...

美国主要贸易伙伴周末仍在争分夺秒敲定贸易协议，或者为争取更多时间游说。美国总统特朗普表示， 他将于下周一（7月7日）向约十几个国家通知其最新关税水平。"我签署了一些信函，它们将于周一发 出，可能有12封，"特朗普在独立日假期周末告诉记者。他还补充道，这些信函涉及"不同金额、不同幅 度的关税和略有不同的措辞"。当被问及涉及哪些国家时，他回答道："我会在下周一宣布。" ...

美国即将签发正式贸易信函，关税最高70%，会否继续刺激黄金上涨？金十研究员郝仁正在直播分析， 点击进入直播间 相关链接 黄金前瞻关键位 ...

Group 1: Company Developments - Luckin Coffee has opened its first two stores in the United States, with drink prices ranging from $3.45 (approximately ¥24.71) to $7.95 (approximately ¥56.94) [3] - BYD has suspended its plan to build a large factory in Mexico due to geopolitical tensions and uncertainties from U.S. trade policies, although it still aims to expand in the Americas [3] - Jin Jiang International Hotel has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the funds for capital expenditures to enhance its overseas hotel business [4] - TikTok has launched an in-app shopping feature in Japan, allowing users to buy products directly through shopping videos and live streams [4] - Genki Forest has entered the Indonesian market with its iced tea series, expanding its global footprint [7] Group 2: Industry Trends - The Ministry of Commerce of China will strengthen guidance on the export of used cars to promote healthy and orderly development in this sector [8] - Former U.S. President Trump announced that new tariffs will begin on August 1, with rates potentially ranging from 10% to 70% [9] - Hong Kong's IPO fundraising has ranked first globally this year, reflecting strong market dynamics [9] - Saudi Arabia's foreign direct investment inflow reached $6.4 billion in the first quarter, marking a 24% year-on-year increase [9] Group 3: Investment and Financing - Zhihui Technology has secured a strategic investment of 1 billion yuan from Pudong Venture Capital and Zhangjiang Group [10] - Shinke Industrial has completed a financing round exceeding 100 million yuan, aimed at technology upgrades and international expansion [10] - Lingchuan Technology has raised several hundred million yuan in its Series A financing round, focusing on next-generation chip development [10]

Group 1 - The market indices have shown a strong performance, but individual stocks may not reflect this trend, indicating a potential disconnect between indices and stock performance due to the registration system [1] - Concerns about tariffs have led to market exits, but the core stocks in the Shanghai Composite Index, particularly those with domestic focus, are less affected by export-related tariffs [3] - The upcoming market outlook is optimistic, with expectations for a rise towards 3500 points, supported by sectors like banking, liquor, and insurance, although caution is advised regarding increasing positions [5] Group 2 - The market is likely to continue its upward trend, with a tendency for rebounds in the face of negative sentiment, as seen in past events [7] - The performance of key sectors such as insurance, liquor, securities, and real estate will be crucial for supporting the banking sector's growth [5] - The overall market strategy should focus on position management, ensuring profits during rises and maintaining reserves during declines [5]

柬埔寨宣布与美国就关税谈判达成一致柬埔寨政府宣布，围绕对等关税的贸易协定框架，与美国讨论了联合声明并达成一致意见。关税税率等细节尚未公布。联合声明将于近期公布。🗒️特朗普4月向柬埔寨提出了49%的对等关税率。这一税率在东南亚最高。柬埔寨在服装等方面对美国的出口比例较高。如果按计划征收关税，将对就业环境等产生严重影响。外汇交易员 (@myfxtrader):特朗普宣称已经采取了宽容态度，决定施加“打折”的对等关税。随后白宫公布对多国加征对等关税的清单：中国 34%欧盟 20%越南 46%中国台湾 32%日本 24%印度 26%韩国 25%泰国 36%瑞士 31%印尼 32%马来西亚 24%柬埔寨 49%英国 10%南非 30%巴西 10%新加坡 10%以色列 17%菲律宾 17%智利 https://t.co/VFqtk3WzEj ...

Core Viewpoint - A CNBC survey indicates that 78% of respondents believe that Trump's tariffs will complicate debt management [1] Group 1 - The survey highlights a significant concern among the public regarding the impact of tariffs on financial management [1] - The overwhelming majority of respondents (78%) express that tariffs will create challenges in managing debt [1]

Group 1 - The cryptocurrency market experienced a significant downturn, with Dogecoin dropping over 5% and Bitcoin falling more than 1% before recovering slightly [1] - President Trump announced that starting July 4, the U.S. government will notify countries without tariff agreements about new tax rates, which will range from 10% to 70%, effective August 1 [1] - Trump indicated that the new tariffs will likely be implemented on August 1, with an expectation of sending out 10 to 12 letters to trade partners on July 4, and all letters expected to be sent by July 9 [1] Group 2 - The Cambodian government announced on July 4 that it has reached a tariff agreement with the U.S., becoming the second Southeast Asian country to do so after Vietnam [2] - EU-U.S. trade negotiations on July 4 did not achieve breakthroughs, with discussions expected to continue until the weekend, as the EU seeks a principle agreement by July 9 [2] - EU Trade Commissioner Šefčovič is in Washington negotiating with U.S. trade representatives to reach an agreement [2]