Group 1 - Hong Kong is actively expanding its financial value chain, focusing on creating an international gold trading market and establishing a commodities trading ecosystem [1] - The meeting between Hong Kong's Secretary for Financial Services and the Canadian Deputy Minister of Finance highlighted the potential for cooperation in the gold market and virtual assets, addressing challenges posed by unilateralism and protectionism [1] - Hong Kong has been recognized as a reliable partner for Canada due to its efficient policy mechanisms and robust financial market amidst global economic uncertainties [1] Group 2 - Hong Kong was included in the London Metal Exchange's global warehouse network in January, with seven approved warehouses established within four months to serve global base metal traders [2] - The government aims to integrate the real economy with Web3 innovations, introducing a licensing system for fiat-backed stablecoin issuers while promoting the rapid development of Web3 and digital assets under a balanced regulatory framework [2]

关税政策已在美国国内引发广泛反弹。企业层面，12 个州联合起诉特朗普政府，指控其关税政策 "颠覆宪法秩序"。纽约州总检察长利蒂希娅・詹姆斯直 言："总统没有权力随心所欲地提高税收"。美国消费者技术协会警告，若关税持续，2025 年该行业购买力将下降 900 亿至 1430 亿美元，笔记本电脑、智能 手机等产品销量可能暴跌 37%-68%。汽车行业首当其冲：斯泰兰蒂斯集团因关税成本暂停北美工厂生产，解雇 900 名工人。 民生层面，关税直接推高物价。耶鲁大学预算实验室研究显示，特朗普的关税政策使 2025 年美国通胀率上升 2.3%，每个家庭年均损失 3800 美元，皮革、 外套等商品价格涨幅超 15%。密歇根大学消费者信心指数从年初的 64.7 暴跌至 5 月的 50.8，创 2020 年以来新低，显示民众对经济前景的悲观情绪加剧。沃 尔玛首席执行官道格・麦克米利恩指出，消费者已出现 "月底前钱花光" 的现象，被迫转向廉价品牌。 政治层面，国会内部裂痕扩大。共和党参议员查克・格拉斯利联合民主党提出《2025 贸易审查法案》，要求总统加征关税需国会批准，并在 60 天后自动失 效。尽管特朗普威胁否决该法案，但已 ...

Group 1 - China reduced its holdings of US Treasury bonds by $18.9 billion as of the end of March, bringing the total to $765.4 billion, marking the largest sell-off of long-term bonds since February 2023 [3] - The UK increased its holdings of US Treasury bonds by $28.9 billion, surpassing China to become the second-largest holder, while Japan remains the largest holder with $1.1308 trillion [3] - The US Treasury market experienced significant volatility following President Trump's announcement of "reciprocal tariffs," leading to a sell-off of US bonds, which are typically viewed as a safe asset [3] Group 2 - Trump expressed willingness to visit China to discuss diplomatic and economic issues, emphasizing the importance of US-China relations, although trade negotiations have not fully resolved existing tensions [4] - The US has not yet responded to China's demands to lift tariffs on imports of automobiles and steel, while increasing restrictions on technology sectors, particularly targeting Chinese companies [4] - China has been accumulating gold for six consecutive months, indicating a lack of trust in the US's intentions regarding improving bilateral relations [4] Group 3 - China's Ministry of Commerce announced anti-dumping duties on imports of certain chemicals from the US and Japan, reflecting ongoing trade tensions and a response to US actions [6] - The US has implemented new measures to strengthen AI chip export controls, specifically targeting Huawei, which may exacerbate trade relations [6] - The WTO Director-General highlighted the need for reform in the dispute resolution mechanism, calling for Japan's leadership in expanding temporary arbitration arrangements [7] Group 4 - The current state of US-China relations is characterized by challenges across trade, technology, and international regulations, with both countries needing to reassess their strategies to foster a healthier relationship [9]

毛宁表示，在关税问题上，中方已经多次阐明了立场，关税战、贸易战没有赢家，搞保护主义损害各方 的利益，终究不得人心。 5月29日，外交部发言人毛宁主持例行记者会。 有记者就美国国际贸易法院禁止特朗普政府对多国加征关税一事提问。 有记者就美国决定取消中国留学生签证一事提问。 毛宁表示，美方以意识形态和国家安全为借口，无理取消中国留学生签证，严重损害中国留学生的合法 权益，干扰两国正常人文交流。中方对此坚决反对，已向美方提出交涉。美方这一政治性、歧视性做法 戳穿了美国一贯标榜的所谓"自由开放"谎言，只会进一步损害美国的自身国际形象和国家信誉。 有记者就中方在南海专属经济区内布设浮标一事提问。 毛宁表示，中方在台湾以东的中国管辖海域布设气象观测浮标符合中国国内法和国际法。据了解，中方 相关部门根据工作需要正在对浮标进行正常维护。 （文章来源：证券时报） 据了解，位于纽约的美国国际贸易法院28日裁定暂停特朗普政府4月2日宣布的一揽子加征关税政策生 效。 特朗普4月2日签署行政令，援引《国际紧急经济权力法》，宣布美国进入紧急状态，对所有贸易伙伴征 收所谓"对等关税"。 美国国际贸易法院28日的裁决认为，总统无权对几乎所有 ...

作为推进该目标的策略之一，石破茂提出推动CPTPP的重要性。石破茂说："CPTPP涵盖广泛领 域，制定高标准统一规则，不仅带来经济利益，更有助于世界的和平与繁荣"，强调"日本将在这 一进程中发挥主导作用，积极推动框架的扩大和升级"。 CPTPP不仅限于货物关税的削减，还涉及服务、投资自由化、知识产权等多个领域，是一个促进 经济活力的多边协定。截至2024年12月，英国正式加入，使成员国增至12个。东盟国家中，文 莱、马来西亚、新加坡和越南已是成员。 石破茂还表示，日本将以CPTPP为核心，加强与东盟和欧盟的合作，发挥领导作用。日本目前已 与欧盟签署经济伙伴关系协定（EPA）。在全球范围内，为应对美国的关税政策，强调自由贸易 的重要性并推动志同道合国家和地区之间的协作的呼声正在上升。 日本首相石破茂5月29日在第30届日经论坛"亚洲的未来"上发表演讲。(5月29日，东京都千代田区) 日本首相石破茂在第30届日经论坛"亚洲的未来"发表演讲，提及全球范围内保护主义和内向思维 正在增强，表示日本将坚定支持自由贸易体制，呼吁"亚洲各国应携手合作，向世界展示以规则为 基础的、自由而公平的经济秩序的重要性"…… 日本首相石 ...

28日，外交部发言人毛宁主持例行记者会。有记者提问称，我们注意到，2025年全球贸易投资促进峰会 在北京举办期间，中国美国商会会长何迈可表示，关税战就像一场"事实验证"，证明中国是美国重要的 商品市场，也是美国商品重要的供应来源，摩根大通等多家美国企业表示，将持续在华投资，深耕中国 市场，参与中国经济增长和创新。发言人对此有何评论？对此毛宁表示，中美经贸关系的本质是互利共 赢，作为全球体量最大的两个经济体，经贸合作为两国企业和消费者带来了实实在在的利益。中美日内 瓦经贸会谈之后，美国采购商的订单激增，中美航运市场一船难求，充分反映了两国之间巨大的双向需 求，保护主义没有出路，我们欢迎包括美国企业在内的各国企业，在中国经营发展深化合作，共创机 遇，共享未来。(环球网) ...

新华社吉隆坡5月27日电 很高兴和大家相聚吉隆坡，共同参加东盟－中国－海合会三方经济论坛开幕式。 今天，东盟－中国－海合会峰会成功举行，同意加强三方伙伴关系，开启了三方合作新 篇章。会上，各国领导人围绕"共创机遇 共享繁荣"主题进行了深入探讨。大家普遍认为，当 前全球政治经济格局正在发生深刻复杂变化，各国发展面临的共同挑战显著增多，发展机遇 更加稀缺、更加可贵，加强合作更为紧迫、更需远见。我感到这样的探讨很有意义，应当扩 展到包括工商界在内的各个方面，从而在更大范围内凝聚智慧和共识。借此机会，我愿与大 家分享3点看法。 第一，在当今时代背景下，我们能够携手应对挑战就是在创造机遇。当前，经济全球化 正在经历前所未有的重大冲击，和平发展、合作共赢这些长期坚守的价值理念受到严峻挑 战。我们共同应对好这些问题，将为三方国家带来重要机遇。面对地缘冲突和对立对抗加 剧，我们坚持深化互信、增进团结，就能创造长远战略机遇。过去几十年亚洲的快速发展历 程深刻昭示，团结互信、和平稳定才能带来发展繁荣。各国是命运相连的整体，如果互信缺 失，矛盾就会滋生放大，合作就无从谈起；加强团结互信，就可以在战略上相互支持，带来 更大范围、更可 ...

Core Viewpoint - The current international economic and trade order is facing severe shocks, with increasing protectionism and unilateralism, leading to greater uncertainty and instability in the external environment for China's development [1] Group 1 - The role of national-level economic development zones in stabilizing foreign trade and foreign investment has become more prominent [1]

Market Overview - US stock index futures are all up, with Dow futures rising nearly 400 points [1][4] - European stock indices closed higher, with Germany's DAX30 up 1.68%, France's CAC40 up 1.21%, and the Euro Stoxx 50 up 1.30% [2] Trade Negotiations - The EU plans to accelerate negotiations with the US to avoid a transatlantic trade war, with both sides agreeing to maintain close contact [2] - US President Trump agreed to delay the imposition of a 50% tariff on the EU from June 1 to July 9 after a phone call with EU Commission President von der Leyen [3] Cryptocurrency Investment - Trump Media Group plans to raise $3 billion to invest in cryptocurrencies like Bitcoin, with Bitcoin recently surging to a high of $110,400 [1][7] - The financing will involve a $2 billion stock issuance and $1 billion in convertible bonds, with a potential announcement at a major cryptocurrency investor conference [7] Currency Dynamics - European Central Bank President Lagarde stated that the dominance of the US dollar is becoming uncertain, with its share in global reserves dropping to 58%, the lowest in over 30 years [6]

Core Viewpoint - The current international order is fundamentally shaken, with multilateral cooperation being replaced by zero-sum thinking and power struggles [1] Group 1: Economic Impact - European economy is deeply integrated into the global trade system, with exports accounting for nearly one-fifth of its economic value, supporting 30 million jobs [1] - Any changes leading to a decline in global trade or fragmentation of economic groups will adversely affect the European economy [1] Group 2: Currency Dynamics - The dominance of the US dollar is uncertain, with its share in global foreign exchange reserves declining to the lowest level since 1994 [1] - The euro is now the second-largest global currency, representing about 20% of global foreign exchange reserves [1] Group 3: Future Prospects - Enhancing the international status of the euro could lead to more trade being denominated in euros, protecting Europe from unstable capital flows [1] - To elevate the euro's global standing, Europe must commit to open trade, strengthen its economic foundation to promote capital market development, and uphold the rule of law and political unity [1]