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厄瓜多尔经济学家:美国发动关税战损人不利己
Sou Hu Cai Jing· 2025-08-02 19:40
Core Viewpoint - The trade war initiated by the United States is described as an outdated and misguided economic policy that harms trade partners while weakening domestic purchasing power, leading to a "lose-lose" situation and increasing uncertainty in the global economy [1] Group 1: Impact on Trade Partners - The new tariffs imposed by the U.S. will significantly impact bilateral trade between Ecuador and the U.S., with Ecuadorian shrimp products losing their competitive advantage in the U.S. market due to the new 15% tariff [1] - The trade war not only affects exporting countries but also has repercussions for importing countries, resulting in a dual loss scenario [1] Group 2: Effects on U.S. Economy - The trade war is expected to weaken the international competitiveness of the U.S. and systematically undermine the global economic influence built over the past century [1] - Increased tariffs will lead U.S. consumers to pay more for the same goods, thereby reducing their purchasing power [1] Group 3: Global Economic Uncertainty - The overall decline in U.S. consumer capacity will compel exporters to redirect their products to other countries, which may lead to an increase in global supply and a subsequent drop in prices, impacting the global supply chain [1] - The trade war is characterized as having no winners, only numerous victims across the global economy [1]
突发!特朗普最新发声,美股美元都崩了,亚马逊市值蒸发超1万亿元!金价飙升,油价大跌!“对等关税”又来,诺奖得主:真正愚蠢
Sou Hu Cai Jing· 2025-08-01 15:05
美股崩了! 当地时间8月1日,美股三大股指全线下跌。截至发稿,道指跌1.6%,纳指跌超2.3%,标普500指数跌超1.8%。全市超4500股下跌。 7月31日,美国总统特朗普签署行政命令,对多个国家和地区征收10%至41%不等的"对等关税",并将生效期从8月1日推迟至8月7日。 除了"对等关税"外,特朗普曾预告将在未来几周推出药品、半导体、关键矿产及其他重要工业产品的单独关税,所以贸易不确定性风险料将持续存在。同 时,美国法院还在评估"对等关税"本身的合法性。 亚马逊市值蒸发超万亿元 美元闪崩,金价狂飙,油价大跌 8月1日,美股科技七巨头全线跳水,亚马逊一度跌超7%,市值蒸发1780亿美元(约合人民币1.28万亿元),英伟达跌超3%,市值蒸发超1400亿美元(约 合人民币1万亿元),Meta、特斯拉跌超2%,谷歌、微软、苹果均下跌。 美元指数闪崩,短时间内连续跌破100、99两大整数关口。 | 国际油价大跌,WTI和布伦特原油期货均跌超1.8%。 | | --- | 与此同时,国际金价直线拉升,纽约黄金期货涨超1.5%,站上3400美元。 金融咨询机构Camarco的Kim Heuacker解读称:"下周随着 ...
受益“国补政策”,苹果中国市场回暖,新财季营收创近年新高
Nan Fang Du Shi Bao· 2025-08-01 12:39
Core Viewpoint - Apple Inc. reported its third-quarter earnings for fiscal year 2025, achieving total revenue of $94.04 billion, a 10% year-over-year increase, significantly surpassing market expectations of $89.53 billion [1][4]. Revenue Performance - Total revenue for the third quarter reached $94.04 billion, with a net profit of $23.43 billion, reflecting a 9% year-over-year increase [4][9]. - Hardware product lines, including iPhone, Mac, iPad, and wearables, contributed to the growth with net sales of $66.61 billion, up 8.2% year-over-year [4][9]. - iPhone sales alone generated $44.58 billion, marking a 13.5% increase compared to the previous year [4][9]. Regional Performance - Revenue from Greater China increased from $14.728 billion in the same quarter last year to $15.369 billion, a 4% year-over-year growth, marking the first positive growth in two years [3][8]. - The Americas segment reported revenue of $41.198 billion, up from $37.678 billion year-over-year, while Europe and Japan also saw increases in revenue [7]. Product Line Insights - The Mac segment saw revenue rise to $8.046 billion, a nearly 15% increase from $7.009 billion year-over-year, driven by the adoption of Apple’s self-developed chips [8]. - However, iPad and wearables experienced declines, with iPad sales down 8.1% to $6.58 billion and wearables, home, and accessories revenue down 8.6% to $7.4 billion [9]. Services and Costs - Services revenue reached $27.423 billion, a 13% year-over-year increase, exceeding analyst expectations [9]. - Total cost of sales for the third quarter was $50.318 billion, up 9% from $46.099 billion year-over-year, while total operating expenses rose to $15.516 billion from $14.326 billion [9]. Future Outlook - Apple is expected to face increased tariff costs, with an estimated $1.1 billion impact in the upcoming quarter due to ongoing trade tensions [10]. - The upcoming iPhone 17 series is anticipated to see price increases of approximately $50 across all models due to these tariff impacts [10]. - There are high expectations for Apple's future foldable iPhone, with projections of selling 10 to 15 million units by 2027, potentially generating $65 billion in revenue by 2029 [11].
美国对中国实施网络攻击,中方回应
证券时报· 2025-08-01 08:57
Group 1 - The article highlights the recent allegations by the China Cybersecurity Association regarding the U.S. government's cyber attacks on China, using countries like Germany, South Korea, Singapore, and the Netherlands as platforms for these attacks [1][3] - It mentions that in 2024, foreign state-level APT organizations are expected to conduct over 600 cyber attack incidents against important Chinese entities, targeting critical information infrastructure and significant information systems [1][3] - The spokesperson emphasizes that the U.S. is the primary cyber threat to China and criticizes the U.S. for its hypocritical stance on cybersecurity [3] Group 2 - The article discusses China's consistent opposition to the imposition of tariffs by the U.S., stating that trade wars have no winners and that protectionism harms the interests of all parties involved [3] - It also addresses the recent U.S. sanctions against Palestinian officials and organizations, expressing China's shock and disappointment at the U.S. disregard for international efforts towards peace [3][4] - The spokesperson reiterates China's support for the Palestinian people's legitimate rights and calls for a fair and responsible approach from the international community, particularly the U.S., in resolving the Palestinian issue [4]
特朗普签署行政令对大多数国家实施关税,中方回应
Ren Min Ri Bao· 2025-08-01 08:10
法新社提问:美国总统特朗普签署了一项行政令,对大多数国家实施关税,请问外交部对此有何评论? 中方:中方反对滥施关税的立场是一贯和明确的,关税战、贸易战没有赢家,搞保护主义损害各方的利 益。 8月1日,外交部发言人郭嘉昆主持例行记者会。 ...
特朗普签令对大多数国家实施关税,外交部回应
第一财经· 2025-08-01 08:06
据环球网,外交部发言人郭嘉昆主持8月1日例行记者会。会上法新社记者提问称:美国总统特朗普 签署了一项行政令,对大多数国家实施关税。请问外交部对此有何评论? 郭嘉昆对此表示,中方反对滥施关税的立场是一贯和明确的,关税战、贸易战没有赢家,搞保护主义 损害各方的利益。 ...
外交部:震惊、失望、无法理解!
Zhong Guo Ji Jin Bao· 2025-08-01 08:05
美国对中国重要单位实施超600起网络攻击,中方回应 有记者提问:中国网络空间安全协会今天发布了美国政府以德国、韩国、新加坡、荷兰等为跳板对中国 实施网络攻击的两起案例,还透露了2024年境外国家级APT组织对中国重要单位实施超过600起网络攻 击事件,对中国关键信息基础设施、重要信息系统等进行攻击渗透。中方对此有何评论? 来源:中国新闻网 外交部:对美方制裁感到震惊、失望和无法理解 中国外交部发言人郭嘉昆8月1日主持例行记者会。 有记者提问:7月31日,美国国务院宣布,对巴勒斯坦民族权力机构官员和巴勒斯坦解放组织成员发起 制裁,理由是巴方通过在国际法院和国际刑事法院发起行动将巴以冲突"国际化"、持续资助"恐怖主 义"、"煽动和美化"暴力。美方称,为了维护美国国家安全利益,必须让巴方为其行为付出代价。中方 对此有何评论? 郭嘉昆:中方对美国向巴勒斯坦民族权力机构官员和巴勒斯坦解放组织发起制裁感到震惊,对美方无视 国际社会的促和努力感到失望和无法理解。巴勒斯坦问题是中东问题的核心,关乎国际公平正义。当 前,巴勒斯坦问题正处在关键历史节点。国际社会特别是美国应该秉持公平公正和负责任态度,切实执 行联合国有关决议,为 ...
外交部:震惊、失望、无法理解!
中国基金报· 2025-08-01 07:53
Group 1 - The Chinese Foreign Ministry expressed shock and disappointment over the U.S. sanctions against Palestinian officials, emphasizing the need for a fair and responsible approach to the Palestinian issue [1] - China firmly supports the legitimate rights of the Palestinian people and advocates for effective governance over all Palestinian territories, aiming for a comprehensive and just resolution based on the "two-state solution" [1] Group 2 - The Chinese Cybersecurity Association reported over 600 cyberattacks against important Chinese entities by U.S. government-backed APT organizations, highlighting the U.S. as the primary cyber threat to China [2] - China plans to take necessary measures to safeguard its cybersecurity and emphasizes the need for dialogue and cooperation to address common challenges in cybersecurity [2] Group 3 - Paraguay's acting Speaker of the House stated that Taiwan is merely a province of China, urging Paraguay to reconsider its relationship with Taiwan based on national interests [3] - The Chinese government noted that such statements reflect the strong will of the Paraguayan people and encourages the Paraguayan government to make choices that align with the long-term interests of its citizens [3] Group 4 - The Chinese Foreign Ministry reiterated its consistent opposition to the imposition of tariffs, stating that trade wars and protectionism harm the interests of all parties involved [4]
外交部:中方反对滥施关税的立场是一贯和明确的
责任编辑:刘万里 SF014 人民财讯8月1日电,8月1日,外交部发言人郭嘉昆主持例行记者会。有记者问:美国总统特朗普签署了 一项行政令,对大多数国家实施关税。请问外交部有何评论? 郭嘉昆表示,中方反对滥施关税的立场是一贯和明确的,关税战、贸易战没有赢家,搞保护主义损害各 方利益。 ...
特朗普签令对大多数国家实施关税,外交部回应
news flash· 2025-08-01 07:25
金十数据8月1日讯,外交部发言人郭嘉昆主持8月1日例行记者会。会上法新社记者提问称:美国总统特 朗普签署了一项行政令,对大多数国家实施关税。请问外交部对此有何评论?郭嘉昆对此表示,中方反 对滥施关税的立场是一贯和明确的,关税战、贸易战没有赢家,搞保护主义损害各方的利益。 (环球 网) 特朗普签令对大多数国家实施关税,外交部回应 ...