印度政府消息人士：印度与美国继续进行贸易谈判 金十数据8月1日讯，一位了解贸易讨论的印度政府消息人士周五表示，在美国宣布对印度征收25%的关 税后，印度正在与美国进行贸易谈判，此举可能影响价值约400亿美元的南亚国家出口。消息人士补充 说，美国代表团预计将于本月晚些时候访问新德里。 ...

Core Viewpoint - The Canadian Chamber of Commerce's President and CEO, Candace Ryan, criticized President Trump's decision to raise tariffs on Canada, stating that the rationale for the increase lacks factual basis [1][3] Group 1: Tariff Increase Details - On July 31, Trump signed an executive order to raise the tariff rate on Canadian goods from 25% to 35%, effective August 1 [1] - The White House cited Canada's inaction on the fentanyl issue as part of the justification for the new tariffs [1] Group 2: Reactions and Statements - Ryan stated that the claims made by the U.S. regarding the tariffs are unfounded and that such tariff volatility does not promote economic security in North America [3] - Ryan emphasized the need for certainty for businesses in both Canada and the U.S. [3] - Trump expressed willingness to continue trade negotiations with Canada during a phone interview on July 31 [3] Group 3: Canadian Response - Canadian officials, including Carney, have indicated a commitment to defending Canadian workers and businesses' interests in ongoing negotiations with the U.S. [3] - Carney also mentioned plans to strengthen relationships with global trade partners to counter U.S. tariff threats [3]

20250801申万期货品种策略日报-贵金属 | | | | 申银万国期货研究所 林新杰（从业编号：F3032999 交易咨询号：Z0014722） linxj@sywgqh.com.cn | 021-50586279 | | | | --- | --- | --- | --- | --- | --- | --- | | | | 沪金2510 | 沪金2512 | 沪银2510 | 沪银2512 | | | | 现价 | 770.92 | 773.12 | 8935.00 | 8957.00 | | | 期 | 前收盘价 | 770.28 | 772.24 | 9008.00 | 9033.00 | | | 货 | 涨跌 | 0.64 | 0.88 | -73.00 | -76.00 | | | 市 | 涨跌幅 | 0.08% | 0.11% | -0.81% | -0.84% | | | 场 | | | | | | | | | 持仓量 | 217080 | 119395 | 371110 | 210165 | | | | 成交量 | 260701 | 36959 | 1100640 | 141471 | | ...

根据特朗普最新的行政令，新关税要到8月7日才会生效（新税率适用于此后进入消费或从仓库提取以供消费的货物），而不是之前的8月1日，再次留下关税谈判的时间窗口。白宫官员也表示，希望在新的关税实施日期8月7日之前，与各国达成更多协议。 https://t.co/UAGTqkmETQ外汇交易员 (@myfxtrader):特朗普签署行政令，确定了对多个国家和地区征收的“对等关税”税率，具体税率从10%至41%不等，其中对瑞士征收39%的关税。 https://t.co/whZKuBskQe ...

Group 1: Economic Indicators - The official manufacturing PMI in China fell to 49.3 in July, indicating a contraction in the manufacturing sector, with the new orders index dropping to 49.4, down 0.8 percentage points from the previous month, reflecting a slowdown in market demand [1] - The National Council meeting approved policies to implement personal consumption loan interest subsidies and service industry loan interest subsidies as part of the "Artificial Intelligence +" initiative [1] Group 2: Stock Market Insights - The three major U.S. stock indices declined, with significant pullbacks in the steel and non-ferrous metal sectors, while the computer and communication sectors saw gains, with a market turnover of 1.96 trillion yuan [2][8] - The financing balance increased by 2.174 billion yuan to 1.970595 trillion yuan on July 30, indicating a growing interest in long-term capital allocation in the current low-risk interest rate environment [2][8] - The A-share market is viewed as having high investment value, particularly the CSI 500 and CSI 1000 indices, which are expected to benefit from technology innovation policies [2][8] Group 3: Commodity Market Analysis - Glass futures continued to decline, with production enterprise inventories at 51.78 million heavy boxes, down 1.56 million boxes week-on-week, indicating a supply contraction and improved market expectations [3][13] - The pure soda ash futures also saw a decline, with inventories at 1.684 million tons, down 104,000 tons week-on-week, suggesting a similar trend of inventory digestion in the market [3][13] Group 4: Precious Metals - Gold prices experienced a rebound after a dip, while silver continued to decline, influenced by a divided stance within the Federal Reserve regarding interest rate decisions [4][15] - The U.S. economic data showed resilience, with a rebound in CPI, and ongoing pressure from former President Trump on the Fed to lower interest rates, contributing to the volatility in precious metals [4][15] Group 5: Industry News - In the first half of the year, China's renewable energy installed capacity increased by 268 million kilowatts, a year-on-year growth of 99.3%, accounting for 91.5% of the new installed capacity [7] - The new energy storage installed capacity reached 94.91 million kilowatts, showing a growth of approximately 29% compared to the end of 2024 [7]

关税大限将至，特朗普重大转变。 美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬 太尼关税、25%的汽车关税以及50%的钢铁、铝和铜关税。而在此之前，特朗普一直强调和多国的"对 等关税"定于8月1日生效。 此外，特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1 日生效。美国白宫还表示，为逃避加拿大35%的关税而转运的货物将被征收40%的转运关税。美元兑加 元短线走高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四(美东时间7月31日) 签署一项行政命令，对贸易伙伴实施新的关税税率，措施周五(美东时间8月1日)生效。白宫新闻秘书卡 罗琳·莱维特称，签署会在"今天下午某个时间或今晚晚些时候"。 市场层面，美股三大指数午盘后全线跳水，最终集体收跌，道指跌超330点，跌幅达0.74%。有分析指 出，在美联储议息会议后，投资者重新评估货币政策路径，加剧了市场不安，市场开始怀疑9月是否还 会降息。此外，白宫定于周五对包括印度和巴西在内的主要贸易伙伴加征更高关税，也打压了市场情 绪 ...

美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬太尼关税、25%的汽车关税以及50%的钢铁、铝和铜 关税。而在此之前，特朗普一直强调和多国的"对等关税"定于8月1日生效。 此外，特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1日生效。美国白宫还表示，为逃避加拿大35%的关 税而转运的货物将被征收40%的转运关税。美元兑加元短线走高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四（美东时间7月31日）签署一项行政命令，对贸易伙伴实施新的关税税 率，措施周五（美东时间8月1日）生效。白宫新闻秘书卡罗琳·莱维特称，签署会在"今天下午某个时间或今晚晚些时候"。 市场层面，美股三大指数午盘后全线跳水，最终集体收跌，道指跌超330点，跌幅达0.74%。有分析指出，在美联储议息会议后，投资者重新评估货币政 策路径，加剧了市场不安，市场开始怀疑9月是否还会降息。此外，白宫定于周五对包括印度和巴西在内的主要贸易伙伴加征更高关税，也打压了市场情 绪。 特朗普宣布：延长 据央视新闻，当地时 ...

Core Viewpoint - The article discusses the extension of the tariff agreement between the United States and Mexico, highlighting the implications for trade and the ongoing negotiations between the two countries [1][3]. Group 1: Tariff Agreement Details - On July 31, President Trump announced a 90-day extension of the existing tariff agreement with Mexico, maintaining a 25% tariff on Mexican goods unless they comply with the USMCA [1][2]. - In addition to the 25% overall tariff, Mexican goods face a 25% tariff on automotive imports and a 50% tariff on metal products such as steel, aluminum, and copper [3]. - Trump had previously threatened to increase the unified tariff rate on Mexican imports from 25% to 30%, but decided to postpone any new tariff measures following a successful phone call with Mexican President Claudia Sheinbaum [3]. Group 2: Trade Relations and Dependencies - The U.S. has increasingly relied on Mexico for various goods, including automobiles, electronics, footwear, and apparel, with Mexico becoming the largest source of imports for the U.S. in 2023 [4]. - Mexico is also a significant export market for U.S. goods, second only to Canada, and has not retaliated against the tariffs imposed by Trump so far [5]. - However, President Sheinbaum has indicated that Mexico would respond with higher tariffs on U.S. goods if Trump increases tariffs on Mexican products [5].

白宫贸易顾问纳瓦罗 ：正在推进与印度、加拿大的贸易谈判取得的进展。 ...

新华财经纽约7月31日电（记者刘亚南）美国和墨西哥两国领导人在当地时间31日进行了电话会谈，双 方同意在未来90天维持现有关税税率不变并就新的贸易协议进行谈判。 美国总统唐纳德·特朗普当日通过社交媒体表示，他刚刚与墨西哥总统克劳迪娅·辛鲍姆进行了"非常成 功"的电话会谈，并同意在未来90天延长近一段时间实施的协议，美国会继续对来自墨西哥的钢、铝、 铜、汽车和其他产品征收从25%至50%不等的进口关税。 特朗普表示，会谈让两人更加理解彼此。由于两国边境的问题，美墨间协议的复杂性与美国和其他国家 间有所不同。 特朗普还称，墨西哥已经同意立即终止其非关税贸易壁垒。美墨将继续在边境就毒品和非法移民等所有 涉及安全的方面进行合作。 （文章来源：新华财经） 辛鲍姆同时在社交媒体平台上说："我们刚刚与美国总统唐纳德·特朗普进行了非常好的电话会谈。我们 避免了从明天开始上调关税并达成一致，在90天时间内创建一个基于对话的长期协议。" 特朗普说："我们将在未来90天与墨西哥会谈，以在这90天内或更长时间签署一项贸易协议。" ...