Group 1 - The article highlights a rare consensus between China and the U.S. in responding to the EU's stance, indicating a shift from persuasion to a more aggressive approach [1] - The EU is facing internal divisions under significant political and economic pressure, with leaders like former German Chancellor Merkel urging unity against U.S. tariffs [3] - The U.S. has imposed high tariffs on EU products, including 50% on steel and aluminum and 25% on automobiles, with threats of further increases if negotiations fail [3] Group 2 - The EU is adopting a tough stance not only against the U.S. but also against China, with demands for China to cease economic cooperation with Russia amid the ongoing conflict [5] - China has responded to EU measures by imposing anti-dumping duties on EU brandy, ranging from 27.7% to 34.9%, effective for five years [7] - The Chinese government has also taken countermeasures against EU restrictions on medical device procurement, indicating a direct response to EU barriers [9] Group 3 - The EU's strong resistance against both the U.S. and China is influenced by complex member state interests and a belief in its ability to act as a global counterbalance [11] - Internal conflicts within the EU are surfacing, particularly between member states like Poland and Germany, which could affect the EU's unified response to external pressures [12] - The EU's strategic focus is primarily on addressing U.S. pressures before dealing with China, although the potential for a sudden agreement with the U.S. remains [12]

日本经济再生大臣赤泽亮正：在与我们就贸易问题进行谈判时，不会设定包括8月1日在内的最后期限。 ...

·新湖期货表示，美国白宫表示将签署行政命令，将原定于7月的关税截止日期延长至8月1日，贸易谈判 的不确定性仍然存在，对金价形成一定支撑。短期来看，美国关税谈判态度并不强硬，秉承的并非想要 施压而是想要达成谈判的态度，关注美欧关税谈判结果，金价可能会维持高位震荡，逢低加仓策略仍然 有效。中长期来看，央行购金具有持续性，加全球货币的泛滥和去美元化趋势，将继续支撑金价中枢上 行，后续黄金可能仍偏强。 ·新湖期货：贸易谈判的不确定性仍然存在金价可能会维持高位震荡 ·铜冠金源期货：预计短期贵金属价格波动可能加大 ·银河期货：预计贵金属整体将易涨难跌 ·Tai Wong：美元的强势反弹在一定程度上限制了金价的上涨空间 ·Heraeus：央行持续购买黄金预计将支撑年内金价表现 【机构分析】 ·铜冠金源期货表示，虽然特朗普将原定7月9日的关税谈判截止期推迟至8月1日，但征税函第一波来 袭，宣布对日韩加征关税，避险需求上升助推金价缩减跌幅。目前关税不确定性依然是风险因素，预计 短期贵金属价格波动可能加大。 ·银河期货表示，继非农展现出韧性之后，美国将关税暂停期暂时延长到8月1日，一度缓解了市场的避 险情绪，但随后很快宣布了对包 ...

Group 1 - Trump announced a 25% tariff on goods imported from Japan and South Korea starting August 1, which has led to significant market reactions, including a drop in U.S. stocks and declines in Japanese and Taiwanese futures [1][8] - The tariff threat reflects stalled trade negotiations between the U.S. and both countries, with Trump using this as leverage to pressure Japan and South Korea into concessions [3][4] - Japan's negotiations have been particularly challenging, with both sides unable to agree on key terms, leading to a breakdown in talks [4][6] Group 2 - Japan has expressed willingness to increase investments in the U.S., particularly in the energy sector, but has faced additional demands from Trump that complicate negotiations [6][4] - South Korea's negotiations are hindered by political instability, with the new administration under Lee Jae-myung struggling to secure favorable terms from the U.S. [7] - The impending tariffs pose a significant threat to the economies of both Japan and South Korea, which are heavily reliant on exports to the U.S. market [8]

Group 1 - The Indian government has submitted a notification to the World Trade Organization (WTO) regarding retaliatory tariffs against the U.S. for imposing a 25% tariff on Indian exports of passenger cars, light trucks, and certain auto parts [1] - The U.S. tariffs are estimated to impact approximately $2.895 billion of Indian exports, resulting in an additional cost of about $723.75 million in tariffs for Indian exporters [1] - India argues that the U.S. measures violate WTO rules, specifically the General Agreement on Tariffs and Trade (GATT) and the Safeguards Agreement, constituting discriminatory trade restrictions [1] Group 2 - The U.S. government announced a 26% tariff on all Indian goods, with a 90-day grace period for trade negotiations, which is approaching its deadline on July 9 [2] - If no agreement is reached, the U.S. will impose the 26% tariff on 87% of Indian exports, affecting $4.5 billion in exports [2] - The Indian Minister of Commerce has stated that trade negotiations are not bound by the U.S. deadline, emphasizing that any agreement must align with India's interests [2] Group 3 - The recent notification to the WTO by India is seen as a strategic move to strengthen its position in ongoing trade negotiations with the U.S. [2] - Both countries are striving to reach a phased agreement before the deadline, but key issues remain unresolved, particularly regarding agriculture and dairy products [2] - If negotiations fail, India may formally initiate dispute resolution procedures at the WTO [2]

日本财务大臣加藤胜信：随着我们继续进行贸易谈判，预计美国的立场将会发生变化。 ...

泰国财政部长：准备前往美国进行贸易谈判。 ...

Group 1 - The South Korean government plans to strengthen trade negotiations with the United States, viewing President Trump's proposed 25% tariffs starting August 1 as effectively extending the grace period for reciprocal tariffs [1] - The South Korean presidential office stated that Secretary of State Rubio indicated that the new deadline set by Trump means there is still time for both countries to reach an agreement [1] - South Korea's trade surplus with the U.S. is projected to reach a record high of $55.6 billion in 2024, a 25% increase from 2023, driven by growth in automobile exports [1] Group 2 - As the fourth largest economy in Asia, South Korea has urgently dispatched its chief trade negotiator and the head of the presidential security office to the U.S. to negotiate trade and defense matters, aiming for tariff exemptions [2] - The South Korean presidential office reported that discussions with Rubio in Washington resulted in a consensus on alliance relations and trade negotiations, suggesting that a summit between the leaders of South Korea and the U.S. would enhance cooperation [2] - The South Korean government acknowledged a lack of sufficient time to reach consensus on all issues with the U.S. since the new administration took office [2]

特朗普7日早些时候在自己创立的"真实社交"网站上发布他写给日本首相石破茂和韩国总统李在明的 信，表示新关税将不包括其他行业关税。 在这两封内容几乎完全相同的信中，特朗普写道："请理解，25%这一数字远远低于消除我们与贵国之 间贸易逆差所需的水平。" 特朗普警告称，如果日韩两国以提高关税作为回应，美国也将在25%的基础上再提高同等额度的关税。 特朗普写道："如你所知，如果日本（韩国）或贵国境内的企业决定在美国境内建造或生产产品，我们 将不会征收关税，事实上，我们将尽一切可能快速、专业、常规地予以批准——换句话说，只需几周时 间。" 美国总统特朗普7日表示，将从8月1日起分别对来自日本和韩国的进口产品征收25%的关税。 美国总统特朗普7日表示，将从8月1日起分别对来自日本和韩国的进口产品征收25%的关税。白宫当天 证实，特朗普计划签署行政令，延长"对等关税"90天暂缓期，将实施时间推迟到8月1日。 特朗普：将对日韩征收25%的关税 欧盟委员会发言人奥洛夫·吉尔7日表示，欧盟仍在争取于7月9日前与美国达成一项原则性的双边贸易协 议，目前欧盟与美国仍在继续接触。他还说，欧盟也已准备好应对所有结果的选项，包括反制清单， ...

特朗普：如果我们更喜欢其他国家的（贸易谈判）提议，我会采取行动。 ...