Group 1 - The core point of the article is that the Myanmar government is requesting a reduction in tariffs from the U.S. by 40% [1] - Myanmar is seeking to impose tariffs of 10% to 20% on U.S. imports while being willing to lower its tariffs on U.S. imports to between 0% and 10% [1]

Group 1 - The core viewpoint is that Canada imposes "unusual" tariffs on American dairy farmers, which has raised concerns in the U.S. [1] - Trump indicated that if Canada collaborates with the U.S. to prevent the influx of fentanyl, he would consider adjusting the 35% tariff [1]

特朗普表示，欧盟和加拿大将在"今天或明天"收到通知他们新关税税率的信件。 ...

Core Points - The article discusses the unexpected increase in tariffs by the Trump administration on Vietnam, despite initial agreements suggesting a significant reduction in tariffs [1][2] - Vietnam's government has not formally accepted the proposed tariff changes, leading to skepticism about the existence of a finalized agreement [1][2] - The situation has caused strong reactions in Vietnam, with officials expressing surprise and disappointment at the unilateral decision made by the U.S. [2][3] Group 1: Tariff Negotiations - Trump announced a framework agreement that would impose a 20% tariff on Vietnamese exports, down from a previously announced 46% [1] - The Vietnamese negotiating team reportedly agreed to a tariff level of around 11%, which Trump disregarded in his announcement [1][2] - The lack of a formal agreement document raises questions about the validity and timing of the new tariff rates [2][3] Group 2: Impact on U.S.-Vietnam Relations - The tariff dispute could jeopardize the diplomatic relations and growing economic ties established between the U.S. and Vietnam since the end of the Vietnam War [3] - Trade between the U.S. and Vietnam has significantly increased, from $2.9 billion in 2002 to over $139 billion in 2022, with Vietnam becoming the sixth-largest source of U.S. imports [3] - Other countries are increasingly anxious about negotiating with the U.S. under the current administration, fearing arbitrary changes to agreements [3]

缅甸军政府提议将对美进口关税从40%降至10%-20%，对出口美国的商品征收0%-10%关税，并准备派 高级别代表团赴美谈判，呼吁特朗普政府放宽或取消制裁。 ...

智通财经APP获悉，贸易/关税仍是今日焦点，特朗普正式将关税暂停期延长至8月1日，并于隔夜暗示8月1日的最后期限"并非 100%确定"，这最终为进一步谈判留有余地。高盛将标普500指数1个月、3个月和12个月的回报预测上调至+3%(6400点)、+6% (6600点)和+11%(6900点)。 日本首相石破茂表示，25%的关税"确实令人遗憾"，但他将尽快推动达成协议；欧盟正寻求本周达成初步贸易协议，以将10%的 关税税率锁定在8月1日之后(彭博社)；贝森特表示，他预计未来几周将与中国同行会面。 6月，美国股票发行量达到2024年10月以来的最高水平(下图)，高盛的IPO晴雨表目前为118(100=IPO发行平均水平)。 美联储更早、更深幅度的降息以及低于此前预期的债券收益率、大型股票持续的基本面强势，以及投资者愿意忽略可能的近期 盈利疲软，支撑高盛将标普500指数远期市盈率预测从20.4倍上调至22倍。高盛此前的指数目标分别为5900点、6100点和6500 点。 维持对每股收益增长的预测(2025年+7%，2026年+7%)，但看到预估在两个方向上都有风险，并将在第二季度业绩公布后重新评 估。不断变化的关税 ...

准备好反制！ 欧洲议会国际贸易委员会主席贝恩德·朗格当地时间7月9日在比利时布鲁塞尔举行发布会时表示，当前欧 盟与美国的贸易争端仍集中在具体行业的关税领域，特别是钢铁、汽车、铜以及可能涉及的制药产品。 朗格表示，欧盟主要出口药品、汽车和机械设备，因此迫切需要尽快与美方达成一项协议，取得明确的最 终结果和决定。但他同时表示，美方目前尚未承诺降低关税，也没有接受欧方提出的"冻结条款"，即在最 终协议出台前不实施新的贸易限制。 据其介绍，欧盟方面已准备好反制措施，第一阶段将于7月14日自动 生效。 朗格认为，当前特朗普政府未表现出足够诚意，传递的更多是"权力的语言"而非"伙伴关系的语言"，欧盟 呼吁重建真正的伙伴关系，推动一个尊重多边贸易体系的全球合作格局。 美国总统特朗普当地时间8日表示，将对所有进口到美国的铜征收50%的新关税，但没有透露新关税生效 具体时间。 当地时间7月7日，特朗普发信函给日韩及南非等14国威胁征税，随后，他又签署行政令，延长"对等关 税"暂缓期至8月1日。 日本、韩国、哈萨克斯坦、马来西亚、突尼斯：25% 波黑、南非：30% 印度尼西亚：32% 特朗普当天在自己创立的"真实社交"网站上发布 ...

Group 1 - The core viewpoint of the news highlights the mixed signals in U.S. trade policy, particularly regarding tariff adjustments for various countries, indicating a dual strategy of pressure and negotiation [2] - The U.S. has announced a slight increase in tariffs for Japan and Malaysia from 24% to 25%, while some countries like Kazakhstan and Tunisia will see a decrease, and others like South Korea and Indonesia will maintain their current rates [2] - The market reaction to the trade warnings has been cautiously optimistic, especially with the upcoming negotiations between the U.S. and the EU, as well as the U.S. and India, suggesting potential for lower tariff agreements [2] Group 2 - London silver prices are currently under pressure, with a recent price of $36.59 per ounce, reflecting a decline of 0.40% [1] - The analysis indicates that silver prices are expected to continue a downward trend, with key support levels at $36.40 and $36.15, and resistance levels at $36.80 and $37.00 [3] - The fluctuations in precious metal prices are being influenced by tariff news and broader market conditions [3]

Core Viewpoint - The A-share market is experiencing a gradual upward trend, with a notable recovery in market risk appetite, approaching the 3500-point mark, supported by a low interest rate environment and expectations of policy stimulus [1][2]. Group 1: Market Overview - The A-share market has shown a broad-based rally, with over 4200 stocks rising, indicating a strong profit-making effect and increased trading volume [3]. - The market's upward movement is a response to the U.S. adjusting tariff rates for 14 countries, reflecting a desensitization to tariff impacts [1]. - Key sectors leading the gains include telecommunications, power equipment, electronics, and construction materials, while banking and utilities experienced declines [3]. Group 2: Future Outlook - The market is expected to maintain a slow upward trajectory due to low interest rates and a recovering risk appetite, particularly in high-risk sectors like non-bank finance, media, and military industry [1]. - July is anticipated to be driven by event-based themes, with potential high-low sector rotations, particularly in consumer goods and robotics, as well as semiconductor localization trends [2]. - The innovation drug sector is projected to reach a turning point in fundamentals by 2025, following a period of adjustment [2].

特朗普再发威胁。 当地时间周二（7月8日），美国股市三大股指收盘涨跌不一，中概股整体小幅上涨。 期货市场方面，当地时间周二（7月8日），COMEX铜期货表现亮眼，价格出现飙涨，盘中涨幅一度超过10%。消息面 上，美国总统特朗普8日表示，将对所有进口到美国的铜征收50%的新关税。 美股三大股指涨跌不一 当地时间周二（7月8日），美国股市三大股指收盘涨跌不一，其中道琼斯工业指数跌0.37%，报44240.76点，标普500 指数跌0.07%，报6225.52点，纳斯达克指数涨0.03%，报20418.46点。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 44240.76c | -165.60 | -0.37% | | IXIC | 纳斯达克指数 | 20418.46c | 5.94 | 0.03% | | SPX | 标普500 | 6225.52c | -4.46 | -0.07% | 特朗普称将上调铜关税至50% COMEX铜期货盘中飙涨逾10% 当地时间周二（7月8日），COMEX铜期货飙涨，盘中 ...