Trade Policy - The report indicates a continuation of China tariffs [1] Industry Implication - The extension of tariffs may impact various sectors dependent on trade with China [1]

Forbes Daily: Another China Tariff Extensionhttps://t.co/6Ii226MY4p https://t.co/YpHg79avT2 ...

Market Expectations & Trade Negotiations - The market had largely priced in the complexities of US-China trade negotiations, leading to a muted reaction in Chinese equities [2] - The extension of trade negotiations implies that many details still need to be resolved, contributing to a "wait and see" attitude in the market [2][3] Consumption Trends in China - Despite deflationary pressures, new consumption themes are emerging in China, driven by both younger and older generations [4][5] - These themes include increased spending on jewelry, collectible toys, skincare, and travel, reflecting a desire for self-indulgence amid economic challenges [5] - The "new consumption" trend is expected to continue, influenced by generational shifts and current economic conditions [6] Electric Vehicle (EV) Market - China's EV market is a significant driver for its economy, with increasing exports [7] - The primary concern for Chinese EV producers is domestic competition, with many companies developing high-quality, advanced products [8] - Competition within the Chinese EV market is intensifying due to the emergence of high-quality products and enhanced user experiences [8]

Trade Policy - US and China extend tariff truce for another 90 days [1] - US tariffs on Chinese imports remain at 30% [1] - Chinese tariffs on US goods remain at 10% [1] - Original tariffs were scheduled to snap back to 145% and 125% respectively [2] Geopolitics and Trade Relations - India is considered an ally, but faces trade pressure [3] - China is considered the "worst" but receives more lenient treatment [3] - Pragmatic approach is prioritized over consistent principles in trade negotiations [4] - Maintaining trade relations with China is considered important [4] - Europe also deserves "tough love" in handling trade matters [6]

The US and China extended their tariff truce, providing some stability through peak shipping season https://t.co/g14tF0zcUu ...

South Africa will submit a revised trade-framework deal to the US as it seeks to reduce a 30% tariff imposed by President Donald Trump https://t.co/I7JQJ65U3T ...

Market Trends & Geopolitics - 美国总统特朗普暂停对华关税 90 天，为贸易谈判争取时间 [1][6][8][45] - 特朗普政府或允许英伟达向中国出售降级版 AI 芯片，但中国敦促企业避免使用英伟达芯片 [6][12][13][45][47] - 中国敦促国内公司不要使用英伟达 H20 芯片，可能出于国家安全考虑 [44][45][47][48] - 挪威主权财富基金因对以色列投资的公众抗议，撤资 11 家以色列公司并终止所有在以色列的外部管理合同 [42] Monetary Policy & Economic Data - 市场预计美联储年底前降息略高于两次，关注美国 CPI 数据 [4][25][87] - 美国7月CPI数据是本周乃至本月最重要的经济数据，核心CPI月环比预计从0.2%升至0.3% [4][25][26] - 英国 GDP 增速放缓，关注就业数据，经济学家警告高税收对增长的影响 [62][63] Company News & AI - 马斯克指责苹果公司偏袒 OpenAI，威胁采取法律行动 [1][46][53] - 微软与 Data Sniper 合作，将 AI 代理嵌入审计工作流程，提高效率 [71][72] - Data Sniper 约 60% 的新客户选择其产品，因审计和财务领域存在大量人才短缺 [75] - Micron 提高了第四季度销售和利润预期，原因是价格上涨和高带宽内存需求 [60] - 福特公布了一项 50 亿美元的经济型电动汽车计划，目标是推出 3 万美元的卡车，于 2027 年开始推广，以对抗中国竞争对手 [60] - Paramount 以 77 亿美元的价格购买了美国终极格斗冠军赛所有赛事的独家转播权 [61] Leadership Changes - 特朗普任命 EJ Antony 领导劳工统计局 [19] - 达拉斯联邦储备银行行长正在角逐美联储主席一职 [1][46] Banking & Finance - 西班牙第二大银行决定维持收购要约 [37][38]

US and China extend tariff truce deadline to November https://t.co/23sm9AqxRq ...

Trade Negotiation Dynamics - The current trade negotiations between the US and China are proceeding at a slower pace compared to previous deals [1] - Both sides have agreed to a tariff rollover, allowing them to focus on key outstanding issues such as export controls, critical minerals, and excess capacity [1] - The US administration may be internally divided on the approach to China, particularly regarding export controls [6] Export Controls and National Security - The US position on export controls has historically been that they are non-negotiable due to national security concerns [3] - The Trump administration's openness to discussing export controls has created an opportunity for China to seek rollbacks of existing restrictions [4] - The US faces a decision on whether to supply China with chips and high-tech goods needed for its advanced A I industry [5] China's Leverage - China is in a stronger negotiating position compared to the Phase one trade talks, leveraging its control over critical minerals and magnets [7] - China may use its leverage to seek a more balanced deal with the US [7] - China could use its access to rare earths to its advantage in the negotiations [6] Potential Outcomes and Risks - A limited deal may be reached, with a process established to address unresolved issues [8][9] - Emerging issues could be put on the table, but time is limited [8] - If the US doesn't offer terms that China finds acceptable, new issues could be introduced during the next 90 days [8]

国务院关税税则委员会：自2025年8月12日12时01分起，调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公告2025年第4号）规定的加征关税措施，在90天内继续暂停实施24%的对美加征关税税率，保留10%的对美加征关税税率。本次中美继续暂停实施部分双边加征关税，是进一步落实两国元首6月5日通话重要共识的举措，有利于实现双方各自的发展目标，有利于促进世界经济的发展与稳定。 ...