智通财经7月23日电，据央视新闻报道，加拿大总理卡尼当地时间22日表示，加拿大将在谈判桌上与美 国特朗普政府据理力争，确保获得对加拿大最有利的贸易协议。卡尼还称，目前加拿大正采取尽可能多 的措施来支持受关税影响的行业，以确保加拿大经济稳步增长。 加总理：只接受对加拿大最有利的贸易协议 ...

Group 1: Trade Agreement Overview - The United States and Japan have reached a significant trade agreement, described by President Trump as potentially the largest trade deal in history [1] - The agreement includes a 15% "reciprocal" tariff on Japanese goods imported into the U.S. and Japan committing to invest $550 billion in the U.S. [1] - The deal is expected to create hundreds of thousands of jobs and opens Japanese markets to U.S. products such as automobiles and agricultural goods [1] Group 2: Market Reactions - Following the announcement, the Japanese yen initially rose by 0.3% against the U.S. dollar but later lost most of its gains, settling at 146.46 [2] - Japanese government bond futures fell by 70 basis points, while the 30-year bond yield increased by 4 basis points to 3.12% [2] - Analysts suggest that the initial strength of the yen reflects market sentiment that the 15% tariff is a favorable outcome for Japan [2] Group 3: Political Implications - The trade agreement may serve as a stabilizing factor for Japanese Prime Minister Kishida's administration, which recently lost its parliamentary majority [4] - Kishida indicated that he would assess the progress of tariff negotiations before deciding on his continuation in office [4] Group 4: Negotiation Context - The negotiations were described as tense, with both sides acknowledging the challenges faced [5] - Key points of contention included rice trade and the automotive industry, with Trump highlighting Japan's limited imports of U.S. rice and cars [5] - The agreement alleviates the threat of a 25% tariff on Japanese goods, potentially giving Japan a competitive edge over U.S. suppliers [5] Group 5: Trade Statistics - Japan is the fifth-largest source of imports for the U.S., exporting $148 billion worth of goods, primarily automobiles and machinery [6] - Prior to the agreement, Japanese goods faced a potential 24% tariff, which was later reduced to a minimum of 10% [6] - The agreement is a continuation of the 2019 U.S.-Japan Trade Agreement, which expanded the range of duty-free goods [6]

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]

2025.07. 23 推荐阅读 本文字数：219，阅读时长大约1分钟 三小时搬800箱，一台机器人或可替代约1.4~2名工人！实探智元机器人落地工厂 菲律宾方面目前暂无回应。 微信编辑 | 七三 封图 | 当地时间22日，特朗普在白宫会见到访的菲律宾总统马科斯 据央视新闻，当地时间7月22日，美国总统特朗普在其社交媒体平台"真实社交"上发文称，当天， 他在白宫会见到访的菲律宾总统马科斯，双方达成了贸易协议。 特朗普称， 将 对菲律宾征收19%的关税 。菲律宾将对美国开放市场，并实行零关税。 ...

2025.07. 23 本文字数：317，阅读时长大约1分钟 推荐阅读 三小时搬800箱，一台机器人或可替代约1.4~2名工人！实探智元机器人落地工厂 据央视新闻，当地时间7月22日，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议：对日 关税税率为15%及日本5500亿美元对美投资 。 截至目前，日本方面暂无回应。 微信编辑 | 七三 特朗普在其社交平台"真实社交"上发文称，美国刚刚与日本达成了一项"巨大的"协议，可能是有史以 来最大的一项。 他表示，按照其指示，日本将向美国投资5500亿美元，美国将获得其中90%的利润。这项协议将创 造数十万个就业岗位。 特朗普还称，或许最重要的是，日本将开放其市场进行贸易，包括汽车、卡车、大米以及其他部分农 产品和商品。日本将向美国支付15%的对等关税。 ...

美联储货币政策转向预期持续升温。美国总统特朗普在当日白宫新闻发布会上公开表示，美联储主席鲍 威尔即将离任，并直言当前利率水平过高已对房地产市场造成冲击。他具体指出："住房抵押贷款利率 维持在6.5%以上是不可接受的，联邦基金利率应该降低300个基点甚至更多。"这种直白表述引发市场剧 烈波动，CME联邦基金期货显示，交易员已将9月降息50个基点的概率从47%提升至62%。 在板块表现方面，能源股以1.7%的涨幅领涨大盘，埃克森美孚上涨2.1%创52周新高；工业板块上涨 0.9%，波音公司受印尼贸易协议利好刺激上涨1.4%。科技股内部则出现显著分化，特斯拉上涨1.2%报 178.6美元，而英伟达下跌2.1%至123.7美元，博通更是重挫3.2%至171.5美元，反映出市场对AI芯片需求 增速放缓的担忧。金融板块表现平稳，高盛上涨0.7%报487.3美元，摩根大通微涨0.3%报201.8美元。 中概股表现抢眼成为市场亮点，纳斯达克中国金龙指数大涨1.7%报7345.6点。新能源汽车板块集体走 强，蔚来汽车暴涨10.2%报5.8美元，理想汽车上涨1.3%报21.8美元，小鹏汽车上涨3.1%报8.2美元。互联 网巨头方 ...

美国总统特朗普：刚刚与日本签署了历史上最大的贸易协议，这对双方都是一笔好交易，与过去的交易 相比，情况有很大不同，关税收入比预期的更高。 ...

他表示，按照其指示，日本将向美国投资5500亿美元，美国将获得其中90%的利润。这项协议将创 造数十万个就业岗位。 特朗普还称，或许最重要的是，日本将开放其市场进行贸易，包括汽车、卡车、大米以及其他部分 农产品和商品。日本将向美国支付15%的对等关税。 截至目前，日本方面暂无回应。 据央视新闻， 当地时间7月22日，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议：对 日关税税率为15%及日本5500亿美元对美投资。 特朗普在其社交平台"真实社交"上发文称，美国刚刚与日本达成了一项"巨大的"协议，可能是有史 以来最大的一项。 ...

日经指数期货延续涨势，上涨1.3%，此前特朗普宣布与日本达成贸易协议。 ...

Core Viewpoint - The Nikkei 225 index futures rose by 0.9% following the announcement of a trade agreement between Trump and Japan [1] Group 1 - The announcement of the trade agreement has positively impacted market sentiment, reflected in the increase of the Nikkei 225 index futures [1]