加拿大总理卡尼已证实，他本人就加拿大某地方政府委托制作的一则广告，向美国总统特朗普致歉。该广告使用了里根的影像素材，旨在批评美国的贸易 关税政策。 当地时间周六，卡尼在韩国庆州举行的新闻发布会上告诉记者，这则由安大略省政府委托制作的广告，让特朗普感到"深受冒犯"。 他补充称，若事先征求过自己的意见，绝不会批准这则广告发布。 这则广告于本月早些时候播出，剪辑拼接了里根1987年关于贸易政策的演讲片段，以及他当年对日本加征关税的相关内容，试图暗示这位已故共和党标志 性人物反对贸易保护主义。 特朗普对此反应强烈，指责加拿大人的行为"过分出格"，并宣布暂停与加拿大政府正在进行的贸易谈判。作为回应，他还对加拿大进口商品加征了额外关 税。 当地时间周五，这位美国总统透露，卡尼已主动联系他致歉，且态度"非常好"，但双方的贸易谈判仍处于暂停状态。 特朗普表示："里根是支持关税的，而他们（加拿大人）却试图把这塑造成相反的样子。" 卡尼此番表态，是在亚太经合组织峰会结束后作出的。本周，他与特朗普均出席了在韩国举行的此次峰会。 卡尼在致歉时强调，加方始终重视与美方的贸易关系，此前两国在钢铁、铝和能源领域的谈判已取得一定进展，这则广 ...

2025.11. 01 对于特朗普的言论，加拿大总理卡尼在24日表示，加拿大随时准备与美国重启并推进贸易谈判，但无法控制美国 的贸易政策。 微信编辑 | 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com 本文字数：400，阅读时长大约1分钟 封图 | 加拿大总理卡尼（资料图） 据央视新闻，11月1日，正在韩国庆州出席亚太经合组织第三十二次领导人非正式会议的加拿大总理卡尼表示， 他已就反关税广告向美国总统特朗普致歉。 此前报道 美国总统特朗普10月23日宣布，中止与加拿大的贸易谈判，原因是他对安大略省政府赞助的一条广告不满。特朗 普指责加拿大"欺骗性地"声称美国前总统里根反对关税。特朗普25日还称，由于加拿大安大略省投放针对美国上 调关税的电视广告，他打算对进口自加拿大的商品在现有关税基础上再加征10%关税。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 美防长宣布：发动空袭 C l 大大大量 ■ A H Pete Hegseth ...

据央视新闻消息，当地时间10月31日，当被问及美国与加拿大是否将重启谈判时，美国总统特朗普表 示"不会"。 理卡尼 视觉中国 图 另据路透社报道，加拿大总理卡尼11月1日表示，他已就一则反关税广告向特朗普致歉。该广告引用了 美国前总统罗纳德·里根关于自由贸易的讲话，以此批评贸易壁垒。卡尼说，"我确实向特朗普总统道歉 了，他对此感到不满"。卡尼还表示"当美国准备好时"，贸易谈判将重启。 加拿大安大略省政府10月14日投放了一则广告，内容包括美前总统里根在1987年的一次电台讲话摘 录："关税只在短时间内有效……伤害所有美国工人和消费者。"该广告随后附加评论称，"高关税不可 避免地会导致外国报复，并引发激烈的贸易战。" 10月23日，里根基金会在公开声明中表示，上述广告歪曲了里根的原意，安大略省政府也没有获得该文 献的授权，该基金会正在考虑通过法律手段维权。 就在同一天（10月23日），特朗普宣布中止与加拿大的贸易谈判，指责加拿大"欺骗性地"声称美国前总 统里根反对关税。特朗普25日还称，由于加拿大安大略省投放针对美国上调关税的电视广告，他打算对 进口自加拿大的商品在现有关税基础上再加征10%关税。 智通财经记者 ...

Core Points - Canadian Prime Minister Carney apologized to U.S. President Trump regarding anti-tariff advertisements [2] - Trump announced on October 23 that he would suspend trade negotiations with Canada due to dissatisfaction with an advertisement sponsored by the Ontario government [3] - Trump accused Canada of misleadingly claiming that former U.S. President Reagan opposed tariffs [3] - Following the advertisement, Trump stated he plans to impose an additional 10% tariff on goods imported from Canada [3] - Carney expressed Canada's readiness to resume and advance trade negotiations with the U.S. but noted that Canada cannot control U.S. trade policy [3]

黄金市场在4000美元附近保持稳定，尽管美联储的鹰派言论和美元走强限制了黄金的上涨空间，但中长 期的支撑因素依然存在。投资者应关注未来几周美联储政策变化和贸易谈判进展，这些因素将深刻影响 黄金价格。短期内黄金可能维持震荡整理，投资者应保持谨慎，等待更多明确的市场信号。 美联储官员的鹰派言论加大了市场的不确定性。克利夫兰联储主席哈马克明确反对降息，而亚特兰大联 储主席博斯蒂克则支持继续降息，认为经济仍处于紧缩状态。政策意见分歧增加了市场对美联储未来政 策路径的猜测，也导致黄金价格波动。同时，美联储的鹰派立场使得美元和美国国债收益率得到支撑， 从而进一步限制了黄金的上涨空间。然而，央行购金和地缘政治风险仍为黄金提供了长期支撑，市场的 中期前景依然看好。 黄金价格在4000美元附近稳定，尽管经历了几次回调，依旧保持在关键支撑位。美元指数持续上升，接 近99.70，强势美元和高企的美国国债收益率对黄金价格构成压力。中美贸易局势稍有缓和，避险需求 减弱，进一步消减了黄金的吸引力。随着美联储在近期的会议中淡化降息预期，市场对降息的期待逐步 减弱，也使得黄金的上涨动力受到限制。美联储主席鲍威尔表示，未来几个月的货币政策将更 ...

然而，细究美高层宣称的这些"成果"，水分着实不小。所谓降低关税换取配合、放松稀土管制等说法，目前仅有部分内容得到有限证实——仅确定东方大国 采购一定量农产品后，某类关税从20%降至10%。稀土出口问题疑似需每年谈判，甚至可能涉及以稀土换特定芯片的交换条件，其余内容均未明确。市场此 前因会晤氛围对成果预期过高，如今看来，美高层此番表态更像是自我标榜的"政绩秀"，试图将有限进展包装成重大突破。 事实上，双方在核心利益、贸易规则等领域的分歧仍未得到有效化解，单边施压与利益交换难以构建长期稳定的合作关系。历史经验表明，对抗只会加剧双 边关系平等协商、互利共赢才是破局之道。 10月30日下午，《华尔街日报》报道称，美高层在会晤后表示，美国将立即下调部分关税，以此换取某东方大国配合打击特定化学品出口，该化学品与某类 物质生产相关。美贸易代表还称，东方大国将放宽稀土出口管制措施。此外，美高层透露，东方大国同意大规模采购大豆，且农产品采购将迅速启动。 合则二利，斗则二伤。希望双方关系正常发展，推进世界和平与进步！ ...

Report Industry Investment Ratings - **Macro - Finance**: Long - term bullish on stock indices, recommend buying on dips; neutral on government bonds, suggest holding a wait - and - see attitude [1][5] - **Black Building Materials**: Neutral on coking coal and rebar, suggest range trading; bearish on glass, recommend selling call options [1][7][8] - **Non - ferrous Metals**: Bullish on copper at low prices, suggest holding small long positions cautiously without chasing highs; neutral on aluminum, suggest taking profit on long positions when favorable factors are realized; neutral on nickel, suggest waiting and watching or shorting on rallies; neutral on tin, suggest range trading; neutral on gold and silver, suggest range trading [1][9][10][11][14][16][18] - **Energy and Chemicals**: Neutral on PVC, caustic soda, styrene, rubber, urea, and methanol, suggest range trading; bearish on soda ash 01 contract, recommend a short - selling strategy; neutral on polyolefins, suggest a bearish - biased range trading strategy [1][19][21][22][24][25][27][28][29][30] - **Cotton and Textile Industry Chain**: Neutral on cotton and cotton yarn, suggest a bullish - biased range trading strategy; neutral on PTA, suggest range trading; neutral on apples, suggest a bullish - biased range trading strategy; neutral on jujubes, suggest range trading [1][34][35][36] - **Agriculture and Animal Husbandry**: Bearish on pigs, recommend shorting on rallies; bearish on eggs, recommend shorting on rallies; bearish on corn, suggest a bearish - biased range trading strategy; bullish on soybean meal at low prices, suggest holding long positions; neutral on oils and fats, suggest a high - level adjustment strategy with a focus on the spread between soybean oil and palm oil [1][38][40][42][44][46][52] Core Views - The positive results of the Sino - US talks and the positive stance of the 15th Five - Year Plan suggest that subsequent policies are worth looking forward to, and stock indices may fluctuate with a bullish bias [5] - The Sino - US talks, policy announcements, and market sentiment lead to a complex situation for government bonds, which are expected to fluctuate [5][6] - In the black building materials sector, the short - term supply shortage of coking coal and the low valuation of rebar support their prices, while the fundamentals of glass are deteriorating [7][8] - For non - ferrous metals, factors such as supply shortages, policy expectations, and seasonal changes affect the prices of copper, aluminum, nickel, tin, gold, and silver, with different trading strategies recommended for each [9][10][11][14][16][18] - In the energy and chemicals sector, factors like cost, supply, demand, and macro - policies influence the prices of various products, and most are expected to fluctuate [19][20][21][22][24][25][27][28][29] - In the cotton and textile industry chain, the supply - demand situation and market sentiment affect the prices of cotton, PTA, apples, and jujubes, with different trends expected [34][35][36] - In the agriculture and animal husbandry sector, factors such as supply, demand, and seasonality affect the prices of pigs, eggs, corn, soybean meal, and oils and fats, and corresponding trading strategies are provided [38][40][42][44][46][52] Summary by Directory Macro - Finance - **Stock Indices**: The Sino - US talks achieved positive results, and the 15th Five - Year Plan has a positive stance. Stock indices may fluctuate with a bullish bias. It is recommended to buy on dips in the long term [5] - **Government Bonds**: Affected by multiple factors such as Sino - US talks, policy announcements, and market sentiment, government bonds are expected to fluctuate [5][6] Black Building Materials - **Coking Coal**: The market has a strong bullish sentiment, and prices are on an upward trend. The short - term supply shortage supports the price [7] - **Rebar**: The price is at a relatively low valuation, and the demand has rebounded while the inventory is decreasing. It is recommended to buy on dips for the RB2601 contract [7] - **Glass**: The fundamental situation is deteriorating, and it is recommended to sell call options for the 01 contract [8] Non - ferrous Metals - **Copper**: The supply shortage and positive policy expectations support the price, but the high price suppresses demand. It is recommended to hold small long positions at low prices without chasing highs [9][10] - **Aluminum**: The production capacity and inventory situation are complex, and it is recommended to take profit on long positions when favorable factors are realized [11] - **Nickel**: The new RKAB policy brings uncertainty, and the long - term supply is expected to be in surplus. It is recommended to wait and watch or short on rallies [14] - **Tin**: The supply is expected to improve, and the downstream demand is weak. It is recommended to conduct range trading [15][16] - **Gold and Silver**: Affected by factors such as US economic data and interest rate cut expectations, they are expected to fluctuate in the short term and have support in the medium term. It is recommended to conduct range trading [16][18] Energy and Chemicals - **PVC**: The supply is high, the demand is weak, and the export sustainability is uncertain. It is expected to fluctuate in the range of 4600 - 4800 for the 01 contract [19][20] - **Caustic Soda**: Affected by factors such as alumina production and inventory, it is expected to fluctuate weakly, with the 01 contract paying attention to the pressure at 2400 [21][22] - **Styrene**: The cost and supply - demand situation lead to an expected range - bound movement between 6300 - 6700 [23][24] - **Rubber**: The high raw material price suppresses demand, and it is expected to fluctuate around 15000 [24][25] - **Urea**: The supply decreases slightly, the demand increases, and the inventory situation is complex. The 01 contract is expected to fluctuate in the range of 1600 - 1700 [25][26] - **Methanol**: The supply is tight in some areas, the downstream demand is weak, and the port inventory is under pressure. The 01 contract is expected to fluctuate between 2230 - 2330 [27][28] - **Polyolefins**: The supply has an increasing expectation, the demand improvement is slow, and it is expected to fluctuate weakly. The PE and PP contracts should pay attention to the support at 7000 and 6600 respectively [28][29] - **Soda Ash**: The supply is in surplus, and it is recommended to adopt a short - selling strategy for the 01 contract [30][32] Cotton and Textile Industry Chain - **Cotton and Cotton Yarn**: The supply - demand situation improves, and it is expected to fluctuate with a bullish bias [34] - **PTA**: The oil price and supply - demand situation lead to a low - level range - bound movement between 4400 - 4700 [34][35] - **Apples**: The quality decline and cost increase support the price, and it is expected to fluctuate with a bullish bias [35] - **Jujubes**: The price is stable, and it is recommended to pay attention to the price change after the new season's centralized listing [36][37] Agriculture and Animal Husbandry - **Pigs**: The supply is loose in the medium term, and it is recommended to adopt a bearish strategy for the 01, 03, and 05 contracts, and be cautious about bottom - fishing for the 07 and 09 contracts [38][39][40] - **Eggs**: The short - term demand is weak, and the long - term supply pressure is still large. It is recommended to short on rallies for the 12 contract and wait and watch for the 01 contract [40][41] - **Corn**: The new crop's listing pressure is large, and it is recommended to short on rallies for the 01 contract and pay attention to the 3 - 5 positive spread [42][44] - **Soybean Meal**: The cost increase drives the price up, and it is recommended to hold long positions for the M2601 contract and pay attention to the basis trading [44][45][46] - **Oils and Fats**: The short - term trend is under pressure, but there is support below. It is recommended to pay attention to the support levels of the 01 contracts of soybean oil, palm oil, and rapeseed oil and the spread between soybean oil and palm oil [46][47][52]

美国"政治新闻网"称，加拿大驻美大使、首席谈判代表希尔曼在渥太华表示，贸易谈判"在被突然叫停 前已进入成形阶段"，虽然仍存在分歧，但"那几周取得的进展，比很长一段时间以来都要多"。希尔曼 称，特朗普在其第二任期内更倾向于自行决策，使贸易谈判难以预测。 同时，美国参议院29日以50票对46票通过一项决议，废除特朗普对加征收的关税，4名共和党议员倒戈 支持民主党。彭博社称，这凸显了共和党内部在关税问题上的分歧，这还是参议院今年第二次公开反对 特朗普对加征收关税。不过，该决议只是一次公开谴责，它仍需众议院通过并由总统签署才可生效，这 也显示出国会对白宫在贸易路线上的不满。分析认为，随着节日购物季临近，美国国内对高关税（引发 的物价压力）愈发担忧。 此外，美加官员摩擦仍在持续。CBC称，美国驻加拿大大使胡克斯特拉27日在渥太华的加美商业理事会 活动上，似乎因不满安大略省的广告，对安大略省贸易代表帕特森爆粗口。安大略省省长福特认 为，"这种行为绝对不可接受，不符合外交官身份"。胡克斯特拉此前还试图淡化特朗普关于"加拿大将 成为美国第51个州"的说法，称这只是昵称。 【环球时报驻美国特约记者 李致】美国总统特朗普30日表 ...

Group 1 - Analysts suggest that Beijing achieved a significant victory in trade negotiations by persuading the U.S. to retract a national security measure that was not previously part of the discussions [1]

（CNN）也援引一位白宫官员的说法称，政府计划将阿根廷输美牛肉配额提升 至8万吨。 （原标题：美国拟将阿根廷输美牛肉配额翻四番至8万吨） 美国拟将阿根廷输美牛肉配额翻四番至8万吨 阿根廷《国民报》10月23日报道，美《政客》杂志指消息人士透露，特朗 普政府官员已告知美国会共和党议员及农业领域代表，正考虑进口8万吨阿根 廷牛肉，该数字尚未最终确定，相关谈判仍在进行中。美国有线电视新闻网 对阿根廷而言，这一利好将纳入两国政府正在推进的贸易谈判框架内，相 关谈判结果预计将很快公布。目前美对阿根廷牛肉的进口配额为2万吨，配额 内进口需缴纳10%的关税，配额外部分则需缴纳36.4%的关税。2024年阿根廷 向美国出口牛肉33,697.8吨，出口额1.8843亿美元。 与此同时，美国农业部（USDA）在其官网发布了一项促进牛肉生产的计划， 内容包括：为牧场主在联邦土地上放牧提供便利、增加农业保险补贴、大幅降 低小型肉类加工厂的运营成本等。该计划未提及阿根廷牛肉配额调整事宜。 ...