贸易协议

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金荣中国:现货黄金受制隔夜回吐空间内承压震荡
Sou Hu Cai Jing· 2025-07-24 06:41
基本面: 技术面: 周四(7月24日)亚盘时段,现货黄金受制隔夜回吐空间内承压震荡,目前暂交投于3390美元附近。周三(7月23日),黄金市场经历了一场"过山车"行情。 金价在亚市早盘一度冲高至五周高点3438美元/盎司,但随后快速回落,单日跌幅超过1%,最终收于3386.99美元/盎司,较日内高点下跌逾50美元。这一剧 烈波动背后,是美欧关税协议进展、风险资产回暖以及美联储政策不确定性等多重因素的共振。 衡量美元兑日元和欧元等一篮子货币的美元指数下跌0.14%至97.33,有望连续四个交易日下跌。标普500 指数上涨 0.78%,收于 6358.91 点。纳斯达克指数 上涨 0.61%,报 21020.02 点;道琼斯工业指数上涨 1.14%,报45010.29 点,略低于去年12 月4 日创下的最高收盘纪录。美股标普500指数和纳斯达克指数周 三创下收盘新高,受英伟达和GE Vernova上涨带动。与此同时,欧盟与美国似乎正在接近达成一项贸易协议,类似于总统特朗普此前与日本达成的协议。据 两位外交官透露,白宫与欧盟的协议将对进口至美国的欧盟商品普遍征收15%关税可能包括汽车在内。这项税率将仿照美国与日本达 ...
日本经济再生大臣赤泽亮正:我们已经与美国建立了相互理解、相互信任的关系,以推进贸易协议。
news flash· 2025-07-24 06:19
日本经济再生大臣赤泽亮正:我们已经与美国建立了相互理解、相互信任的关系,以推进贸易协议。 ...
ETO Markets 市场洞察:黄金“疯狂过山车”来袭,三大因素暗藏杀机,你的投资要“凉凉”?
Sou Hu Cai Jing· 2025-07-24 05:01
Core Viewpoint - The gold market experienced significant volatility due to multiple factors including progress in US-EU tariff agreements, a rebound in risk assets, and uncertainty surrounding Federal Reserve policies [1][3][4]. Group 1: Trade Agreements Impact - The decline in gold prices is attributed to market expectations of easing trade tensions, highlighted by a trade agreement between the US and Japan, which reduced auto tariffs from 27.5% to 15% and included a commitment from Japan to invest $550 billion in the US [3]. - The EU is also nearing a similar agreement with the US, potentially setting the baseline tariff for EU goods at 15%, alleviating fears of a 30% tariff increase on August 1 [3]. Group 2: Market Sentiment and Risk Assets - Optimism surrounding trade agreements has led to a rally in risk assets, with major US stock indices reaching new closing highs and significant gains in European automotive stocks [4]. - As a result, funds have shifted from safe-haven assets like gold to riskier investments, putting downward pressure on gold prices [4]. Group 3: Federal Reserve Policy Uncertainty - There is growing concern regarding the independence of the Federal Reserve, with President Trump publicly criticizing Chairman Powell for maintaining high interest rates, which could influence future monetary policy [4][5]. - Current market expectations for a rate cut in September stand at 58%, indicating a divided outlook on future Fed actions [5]. Group 4: Technical Analysis and Market Outlook - Technically, gold prices are struggling to maintain levels above $3400, with potential declines to the $3350-$3330 range if the price falls below the July 16 high of $3377.17 [6]. - Analysts suggest that the recent pullback in gold prices may be a healthy profit-taking phase, with long-term bullish factors still in play, including geopolitical risks and US debt issues [6]. - The future trajectory of gold prices will be influenced by three main factors: progress on trade agreements, signals from the Federal Reserve regarding interest rates, and upcoming economic data releases [8][9][10].
国证国际港股晨报-20250724
Guosen International· 2025-07-24 04:37
Group 1: Market Overview - The report highlights that the Hong Kong stock market has continued its upward trend, reaching a three-year high, driven by newly established trade agreements between the US and several Asian countries, including Japan, the Philippines, and Indonesia [2][3] - The Hang Seng Index opened at 25,348 points, fluctuated throughout the day, and closed at 25,538 points, marking an increase of 408 points or 1.62% [2] - The trading volume in the Hong Kong market was robust, with a total turnover of HKD 333 billion, a 25.2% increase from the previous day, indicating strong market activity [2] Group 2: Trade Agreements Impact - The US has reached trade agreements with Japan, the Philippines, and Indonesia, which are expected to enhance market sentiment and investor risk appetite [3][4] - Japan has committed to investing USD 550 billion in the US and increasing imports of American rice, while the US will reduce tariffs on Japanese automobiles from 25% to 15% [4] - The agreement with the Philippines includes a reduction of the "equivalent tariff" from 20% to 19%, while Indonesia will lower its tariff from 32% to 19% and purchase 50 Boeing aircraft [4] Group 3: Sector Performance - Among the 12 Hang Seng Composite Industry indices, 10 sectors saw gains, with Information Technology and Consumer Discretionary leading the way, increasing by 3.18% and 1.80% respectively [3] - The Financials and Conglomerates sectors also experienced growth, but at a rate lower than the overall Hang Seng Index [3] - The only sectors that declined were Industrials and Utilities, with decreases of 0.40% and 0.16% respectively [3] Group 4: Company Analysis - Anta Sports - Anta Sports reported a low single-digit year-on-year revenue growth for its main brand in Q2 2025, slightly below expectations, with children's products performing better than general merchandise [8][9] - The company has seen a high double-digit growth in its other brands, with Descente and Kolon achieving over 40% and 70% growth respectively [8][9] - Anta's acquisition of Jack Wolfskin for USD 290 million is expected to enhance its presence in the outdoor apparel market in China, leveraging its supply chain and distribution capabilities [9] Group 5: Investment Recommendations - The report suggests that Anta Sports, as a leading player in the Chinese sportswear industry, is well-positioned to benefit from industry growth, with projected EPS of 4.72, 5.26, and 5.88 for 2025-2027 [9] - A target price of HKD 113.6 is set for Anta Sports based on a 22x PE ratio for 2025, maintaining a "Buy" rating [9]
美欧接近达成贸易协议 贵金属遭遇猛烈抛售
Jin Tou Wang· 2025-07-24 04:09
Core Viewpoint - Precious metals, including gold and silver, experienced significant declines due to reduced market risk appetite following trade agreements between the U.S. and its partners, leading to heavy selling pressure on these assets [1] Group 1: Market Reactions - Gold prices fell to around $3370 per ounce, while silver saw a short-term decline with a daily drop of 1.00%, falling below the $39 mark [1] - The market's risk aversion diminished as the U.S. reached trade agreements, resulting in decreased attractiveness of precious metals as safe-haven assets [1] Group 2: Trade Agreements - The EU and the U.S. are nearing a trade agreement that would impose a 15% tariff on European imports, similar to a recent agreement between the U.S. and Japan [2] - The EU may accept "reciprocal tariffs" to avoid the threat of increased tariffs from the U.S., which could rise to 30% starting August 1 [2] - Some products, including aircraft, spirits, and medical equipment, may be exempt from tariffs under the new agreement [2] Group 3: Technical Analysis - Gold is struggling to maintain above the $3400 mark, with potential further declines if it breaks below the July 16 high of $3377.17, targeting the $3350-$3330 range [3] - Silver has shown strong performance due to industrial demand and supply shortages, which may indirectly support gold prices [3] - If gold surpasses $3400 per ounce, the next resistance levels are at $3452 and the historical high of $3500; otherwise, it may drop to $3350, with further support at the 20-day and 50-day moving averages [3] Group 4: Silver Market Dynamics - Silver is consolidating below $39.50 after a three-day surge, with a relative strength index around 73, indicating strong bullish momentum but potential overbought conditions [4] - The price has been moving within a defined ascending channel since early April, with significant support levels at $38.45-$38.10 and further down at the 21-day moving average of $37.59 [4] - The 50-day moving average at $36.20 provides a solid support level, reinforcing the broader upward trend in silver prices [4]
美财长警告日本:若贸易协议履行情况让特朗普不满,关税将重新回到25%
Huan Qiu Wang· 2025-07-24 04:03
【环球网报道】据日本共同社24日报道,美国财政部长贝森特在接受美国福克斯新闻网采访时表示,如果美日达成的贸易协议履行情况让美国总统特朗普感 到不满,美国对日本的关税税率将重新回到25%。此前,特朗普22日在社交媒体上发文称美日达成贸易协议,原定25%的对等关税税率将下调至15%,同时 日本向美国投资5500亿美元。 贝森特当地时间23日先后做客美国彭博电视台和福克斯新闻网节目,就美日达成贸易协议接受采访。他在彭博电视台节目上表示,东京方面"已准备好达成 协议",并提出了一个"非常具有创新性的解决方案"。他形容日方是"强硬的谈判者",但特朗普"更强硬"。 在福克斯新闻节目上,贝森特被问及有关协议履行的问题时表示,美国每个季度都将审查日本的协议履行情况,如果东京方面的做法让特朗普感到不满,那 美国对日本的关税税率将重新回到25%。他介绍说,贸易协议内容还包括日方参与购买100架波音飞机等。 日本广播协会还提到,白宫办公厅副主任丹·斯卡维诺23日还在社交媒体X上发布了一张特朗普与日本经济再生担当大臣赤泽亮正在白宫谈判的照片,照片中 特朗普面前的办公桌上摆着一块写有"日本对美国投资"等字样的看板,上面写的"4000亿 ...
特朗普临时讨价还价?日美贸易协议细节藏猫腻:关税、投资都改了
Jin Shi Shu Ju· 2025-07-24 03:50
Group 1 - The core of the news revolves around a "massive" trade agreement between the U.S. and Japan, announced by President Trump, which includes a 15% tariff rate and a $550 billion investment commitment from Japan [1][2] - There are inconsistencies in the details of the agreement, particularly regarding the tariff rates and the total investment amount, leading to confusion among analysts and officials [1][2] - The U.S. Secretary of Commerce suggested that the agreement's terms were influenced by innovative financing mechanisms offered by Japan, which allowed for the 15% tariff rate on automotive exports [2][3] Group 2 - The investment amount mentioned by Trump in his social media post is $550 billion, which is $50 billion higher than the modified figure on the card presented during negotiations [2] - Analysts express skepticism about the investment commitment, noting that Japanese officials view the $550 billion as a ceiling that may include government loan guarantees [3] - There are concerns that Japan may delay investments that do not align with its economic interests, as they feel pressured into making this commitment [3]
特朗普宣布加税,中国邻国政坛局势大变?4名前高层集体下台,还面临20%关税!美国果然不可信
Sou Hu Cai Jing· 2025-07-24 03:05
美国总统特朗普(资料图) 近日的越南政坛发生了大震荡!该国的四名高层人士集体下台,要知道就在当天,美国总统特朗普刚刚宣布和越南贸易协议的最新动向,如此巧合的事情 背后,这两者之间又有怎样的联系呢? 自从新任政府班子上台之后,美国方面的大动作真是一个接着一个始终不停,其中最引人注目的就是关税政策,从一开始的有针对性征收,到后来的全世 界范围内广泛征收,美国的所作所为就连他的盟友们都瞠目结舌! 越南作为东南亚的一个重要国家,一直以来与美国的合作都不少,毕竟想要抱人家的大腿就得拿出点诚意来,而越南对于美国来说也是一个不错的伙伴, 美国大企业在越南投资建厂也是普遍现象,特朗普上台之后还曾主动致电越方领导,两国的关系可见一斑! 就目前的情况来看,越南政府正在稳步推进政治、经济策略,随着这四位政治人物的下台,领导班子将迎来一次大换血,这对于领导核心来说是稳定政局 的关键时刻,如果能将班子重新组建,那么对他的后续执政将大有助益。 不过即使是这样,白宫方面在征收关税时也丝毫没有对越南手软,一出手就是高达46%的关税啊,越南一看这个情况也真是傻眼了,赶紧和特朗普联系想 让他们高抬贵手,毕竟如此高的关税,真让他们的企业吃不消啊! ...
欧美贸易谈判风险仍存黄金开启跌势
Jin Tou Wang· 2025-07-24 02:44
【最新伦敦金行情解析】 在昨晚的美盘时段,一则关于欧美关税协议接近达成的消息重磅出炉,瞬间引发市场避险情绪大幅降 温。受此影响,黄金价格迅速跳水式下跌,且在美盘期间反弹乏力。最终,黄金日线以一根醒目的大阴 线收官,呈现出典型的"乌云盖顶"形态。 从1小时级别来看,黄金的均线已自高位开始拐头向下,在消息面的冲击下,多头动能明显受挫。与此 同时,黄金短线走势已然构筑出头肩顶结构。倘若后续反弹未能强势突破3400关口,则意味着右肩成 型,短期顶部结构——头肩顶将正式确立,届时空头力量将全面爆发,开启下行趋势。 【要闻速递】 美日达成贸易协议,美方对日本实施的对等关税为15%,同时欧美贸易谈判进展顺利,大多数产品税率 或为15%,贸易协议进展给推升市场风险偏好,贵金属小幅回落。 不过,值得注意的是,欧盟仍在准备一项报复性关税方案,以防在8月1日前无法达成协议,欧美贸易谈 判风险仍存。 摘要今日周四(7月24日)亚盘时段,伦敦金目前交投于3383.90美元附近,截至发稿,伦敦金暂报 3386.65美元/盎司,跌幅0.01%,最高上探3393.09美元/盎司,最低触及3383.90美元/盎司。目前来看, 伦敦金短线偏向看 ...