日本首相石破茂：与美国就关税问题达成一致；同意将汽车关税降低至15%。 ...

Core Viewpoint - The trade agreement between the US and Japan presents mixed implications for the Japanese stock market, with potential benefits for the automotive sector but long-term risks related to capital outflow and currency depreciation [1] Group 1: Impact on Automotive Sector - The automotive sector has already absorbed expectations of a 25% tariff since April, indicating that the market is somewhat prepared for tariff changes [1] - A reduction in tariffs could improve profit expectations and significantly boost stock prices in this sector [1] Group 2: Long-term Economic Concerns - The $550 billion investment commitment may lead to capital outflow, which could weaken the yen and increase government bond yields [1] - Rising fiscal risks are expected to put pressure on the stock market in the long run [1]

Group 1 - The core point of the news is that the United States and Japan have reached a significant trade agreement, with Japan committing to invest $550 billion in the U.S. and imposing a 15% tariff on certain imports [1][2] - The agreement is expected to create thousands of jobs in the U.S. and is described as potentially the largest trade deal in history [1] - Japan will open its markets to U.S. products, including automobiles, rice, and other agricultural goods, which is seen as a major step in U.S.-Japan trade relations [1] Group 2 - The negotiations between the U.S. and Japan have reached a critical point, with a deadline approaching for a potential increase in automobile tariffs from 10% to 25% if no agreement is reached by August 1 [2] - Japan's chief trade negotiator, Akizawa Ryo, has been actively discussing tariff issues with U.S. officials, indicating that the talks are progressing well [2] - The recent electoral defeat of Japan's Prime Minister Shigeru Ishiba has added urgency to the negotiations, as the government views the trade talks as crucial for maintaining its political standing [2]

美国高级政府官员：美国将把对印尼商品征收的关税从最初计划的32%降至19%。 ...

Group 1 - The current trading price of gold T+D is around 780.97 CNY per gram, showing an increase of 0.62% with a high of 783.00 CNY and a low of 778.11 CNY [1] - The short-term outlook for gold T+D is bullish, indicating potential upward movement [1] Group 2 - Malaysia's government is negotiating to reduce the proposed U.S. tariff rate from 25% to approximately 20%, aiming to align with neighboring countries like Indonesia and Vietnam [3] - Malaysia has made progress in addressing U.S. concerns regarding high-performance semiconductor smuggling but has refused to concede on key issues such as extending electric vehicle tax incentives and relaxing foreign ownership limits in sensitive sectors [3] Group 3 - Key technical levels for gold T+D indicate strong resistance between 783-830 CNY per gram and important support between 780-810 CNY [4] - A breakthrough above 785 CNY could open up upward movement towards the 820 CNY level, while falling below 780 CNY may lead to further declines towards the 760 CNY area [4]

特朗普对欧盟施压升级：最低关税或升至15%-20% 金十数据7月19日讯，据知情人士透露，特朗普在其与欧盟的贸易谈判中提高了要求，希望在任何达成 的协议中， 对欧盟商品的关税至少维持在15%-20%的水平。此前数周，双方拟将大多数商品的关税维 持在10%的基础水平。但特朗普此次更加强硬的立场，意在试探欧盟对关税压力的承受底线。知情人士 表示， 特朗普对欧盟最近提出的降低汽车关税的最新方案无动于衷，并表示乐意按原计划将汽车关税 维持在25%不变。一名美国官员透露，即便达成协议，美国政府也在考虑将对等关税设定在10%以上。 一位欧盟高级外交官表示，如果特朗普坚持将对等关税定在15%-20%的水平，这将回到今年4月贸易谈 判开始时的水平，可能迫使欧盟采取报复措施。 ...

巴西前总统博索纳罗之子呼吁美国总统特朗普对巴西的关税减半至50%。 ...

农产品日报（2025 年 7 月 18 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 玉米 | 现货市场方面，进口玉米持续拍卖，进口供应增加，玉米市场供应压力加大。周 强运行，深加工玉米价格普遍上调 10-30 元/吨。价格持续下跌后，贸易商出货 | | | | 周四，玉米 9 月合约多空增持，主力合约期价在 2280 元的价格低位企稳上行。 | | | | 五进口玉米继续拍卖 22.89 万吨，进口玉米持续拍卖对市场的气氛有一定的不利 | | | | 影响，贸易商随行出货，东北玉米整体购销气氛较为清淡。华北地区玉米价格偏 | | | | | 下跌 | | | 积极性明显减弱，到货量维持低位。 销区市场玉米价格暂稳运行。经过短期的 | | | | 价格下调，市场逐步恢复平稳，港口贸易商报价暂稳，下游饲料厂仍执行前期订 | | | | 单为主，对于跌价的玉米观望为主。技术上，玉米 9 月合约期价围绕 2300 元整 | | | | 数关口波动，短线关注 2300 关口新增头寸对价格的提振性影响，中期价格延续 | | | | 偏弱表现。 | | | | 周四，C ...

男生普通话版 下载mp3 女声普通话版 下载mp3 西南方言版 下载mp3 粤语版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 欧盟拟新增对美服务关税及出口管制 美联储理事沃勒重申七月应降息 特朗普再次发帖呼吁美联储降息 美国住房主管：议员将指控鲍威尔涉嫌作伪证 美国6月零售销售创今年3月以来新高 超豪华小汽车消费税起征点下调至90万元 现货黄金在美国"恐怖数据"大超预期后跳水，一度跌破3310美元关口，随后跌幅有所收窄，最终收跌0.25%，收报3347.6美元/盎司；现货白银反弹更加显 著，最终收涨0.62%，报38.14美元/盎司。 市场盘点 周四，随着围绕鲍威尔解雇风波的紧张情绪有所平息，且美国经济数据强劲，美元指数走高，最终收涨0.37%，报98.61。美债收益率涨跌不一，基准的10年 期美债收益率收报4.457%，2年期美债收益率收报3.913%。 由于美国经济数据缓解了人们对石油需求恶化的部分担忧，国际油价止步三连跌。WTI原油站上66关口，最终收涨1.33%，报66.31美元/桶；布伦特原油收 涨1.66%，报68.9美元/桶。 美股三大股指集体收涨，道指收涨0.5%、标普 ...

Group 1 - President Trump announced plans to send letters to over 150 countries indicating potential tariff rates of 10% or 15% [1] - The tariff rates will be uniform for all notified countries, which are described as not being major economies with limited business [1] - The new tariffs are set to take effect on August 1 if better negotiation terms are not reached [1] Group 2 - Alicia Garcia Herrero from Natixis noted that the announced tariff rates could be seen as positive news for smaller countries facing lower rates than initially threatened [1] - Trump has indicated a willingness to negotiate lower tariffs, despite initially promoting the notification letters as agreements [1] - In a separate context, Trump mentioned potential agreements with Europe and indicated a 35% tariff on Canadian goods starting August 1, while also adjusting tariffs for Indonesia and Vietnam [2]