Group 1 - The core viewpoint is that Trump's tariffs have lost their market impact, and the delay in tariff deadlines is seen as a negotiation tactic rather than a genuine policy change [1][2][3] - Analysts suggest that the market is becoming numb to the erratic policies of the Trump administration, leading to a potential oversight of the risks associated with industry tariffs [1][3] - The extension of the tariff deadline until August 1 has led traders to believe that the likelihood of sudden tariff imposition is decreasing, reinforcing the view that Trump is committed to reaching a trade agreement [1][3] Group 2 - The uncertainty surrounding tariffs has paralyzed decision-making for companies trying to adapt to the changing tariff landscape, as executives are working to adjust supply chains and cost structures to avoid price increases [3] - Market sentiment remains cautious due to ongoing uncertainty, with analysts indicating that the market may become more volatile leading up to August 1 due to increased trade-related headlines [3]

欧盟委员会：目标是在8月1日前与美国达成贸易协议，甚至可能在未来几天内达成协议。外汇交易员 (@myfxtrader):欧盟执委会主席冯德莱恩周三在欧洲议会发表讲话时表示，欧盟正在与特朗普政府密切合作，以达成一项贸易协议，但同时正在为各种情况做好准备。 ...

Trade Negotiations - The EU is closely collaborating with the Trump administration to reach a trade agreement, while also preparing for various scenarios [1] - The EU may face less favorable treatment than the UK in a potential trade agreement with the US [1] Market Access - The EU is unlikely to secure the same level of US market access for its steel, automotive, and other products as the UK [1]

Core Insights - Domestic gold prices have slightly decreased, with Chow Sang Sang experiencing the highest drop of 8 CNY per gram, now priced at 999 CNY per gram, while Shanghai China Gold maintains the lowest price at 969 CNY per gram [1][2] - The price difference between the highest and lowest gold stores has narrowed to 30 CNY per gram [1] - The international gold market is influenced by U.S. tariffs on imports, with spot gold prices showing a decline following the announcement [5] Domestic Gold Prices - Chow Sang Sang gold price: 999 CNY/gram, down 8 CNY [2] - Other notable prices include: - Lao Miao: 995 CNY/gram, down 5 CNY - Liufu: 998 CNY/gram, down 7 CNY - Zhou Dafu: 998 CNY/gram, down 7 CNY - Zhou Liufu: 978 CNY/gram, down 7 CNY - Jin Zun: 998 CNY/gram, down 7 CNY - Lao Fengxiang: 998 CNY/gram, down 6 CNY - Chao Hong Ji: 998 CNY/gram, down 7 CNY - Cai Bai: 978 CNY/gram, unchanged - Shanghai China Gold: 969 CNY/gram, unchanged - Zhou Da Sheng: 998 CNY/gram, down 7 CNY [2] Domestic Gold Recycling Prices - Today's gold recycling price has decreased by 7.8 CNY per gram, with the following notable prices: - Overall gold recycling price: 754.20 CNY/gram - Cai Bai: 759.60 CNY/gram - Chow Sang Sang: 758.30 CNY/gram - Zhou Dafu: 761.70 CNY/gram - Lao Fengxiang: 767.20 CNY/gram [3] International Gold Market - Following the announcement of tariffs by U.S. President Trump, spot gold prices fell to 3287.89 USD/ounce, down 0.41% [5] - Market optimism regarding trade agreements has reduced the upward momentum for gold [5] - Upcoming Federal Reserve meeting minutes may further influence gold price trends [5]

【行情回顾】 周三（7月9日），周二，美元指数先跌后涨，日内一度升至97.82的日内高点，但随后回吐日内所有涨 幅并转跌，最终收跌0.06%，报97.46。因市场预计美国及其贸易伙伴之间将达成贸易协议，这提振了风 险情绪，且美元走强和美债收益率上升进一步对金价增加压力。现货黄金日内大跌1%，盘中一度失守 3300美元大关，最终收跌1.05%，收报3301.63美元/盎司；现货白银微跌0.04%，报36.72美元/盎司。 【要闻汇总】 根据贝森特上周的说法，政府正在考虑的一个方案是，特朗普将在明年1月31日美联储理事库格勒离任 后提名一位新成员填补该14年任期的空缺，并计划由该新理事成为明年5月鲍威尔卸任后的新主席。 "或者我们也可以等到5月直接任命新主席。只不过那样的话，主席任期只有两年，"贝森特补充说。 【交易思路】 国际黄金：下方关注3295美元或3273美元附近支撑；上方关注3320美元或3333美元附近阻力； 现货白银：下方关注36.40美元或36.15美元支撑；上方关注36.80美元或37.00美元阻力。 周二，美国总统特朗普宣称，金砖国家若试图挑战美元作为全球储备货币的地位，将面临额外10%的关 ...

Group 1 - The EU is nearing a trade agreement with the US, which may involve higher tariffs than those negotiated by the UK, causing concern among some European nations [2][3] - A temporary "framework" agreement is being prepared, setting US tariffs at 10%, aligning with the baseline tariffs imposed on the UK by Trump [2][3] - The EU does not expect to achieve the same market access in the US for steel, automobiles, and other products as the UK has [2][3] Group 2 - The UK has secured better terms on sector-specific tariffs, including a 10% tariff on a quota of 100,000 cars, compared to the 25% faced by other exporters [4] - The UK also received zero tariffs on steel and aluminum, although implementation is still pending [4] - In return, the UK agreed to meet US demands regarding supply chain roles and provided tariff-free quotas for beef and bioethanol [4] Group 3 - The EU is preparing to reduce its trade surplus with the US by committing to purchase more American weapons and liquefied natural gas [5] - The EU has paused its retaliatory actions during negotiations but plans to implement counter-tariffs on $210 billion worth of US goods starting July 14 [5] - A proposal for additional tariffs on $95 billion worth of US goods, including aircraft and alcohol, is being prepared, requiring approval from member states [5]

Group 1 - The U.S. 10-year Treasury yield increased by 4 basis points to 4.423%, while the real yield also rose by 4 basis points to 2.073% [1] - The U.S. Dollar Index (DXY) rose by 0.20% to 97.70, making gold priced in dollars more expensive for overseas buyers [2] - Japan and South Korea are accelerating trade negotiations with the U.S. to soften President Trump's stance on new tariffs effective August 1 [3] Group 2 - Despite the announcement of new tariffs, interest in gold as a safe-haven asset has decreased, leading to a drop in gold prices by over 1% during North American trading [5] - Optimism regarding trade agreements has increased market risk appetite, which has suppressed gold prices [5] - The Relative Strength Index (RSI) has triggered a "sell signal," indicating that sellers have outnumbered buyers, with gold needing to break below $3,246 per ounce for further declines [6] Group 3 - Key resistance levels for gold are at $3,311, $3,324, and $3,340, while support levels are at $3,277, $3,253, and $3,249 [7] - The momentum for gold remains strong, with a quantitative cycle greater than three years and a reference value of at least 67.1% [7] Group 4 - Key economic indicators to watch include U.S. wholesale sales for May and EIA crude oil inventory data for the week ending July 4 [9]

马来西亚贸易部长：任何贸易协议都将支持美国与马来西亚的贸易平衡。 ...

欧盟谈判代表即将与特朗普达成一项贸易协议，该协议将确认欧盟面临的关税高于英国所享有的待遇。 （英国金融时报） ...

金十数据7月9日讯，据英国金融时报报道，欧盟谈判代表即将与美国总统特朗普达成一项贸易协议，该 协议将确认欧盟面临的关税高于英国所享有的待遇。据悉，布鲁塞尔方面准备签署一项临时"框架"协 议，在谈判继续进行期间，协议规定在谈判继续期间，美国总统的"对等"关税为10%，与对英国征收的 基准关税相当。但据了解情况的6名外交官表示，欧盟预计无法像英国钢铁、汽车及其他受行业关税影 响的产品那样，获得相同程度的美国市场准入。此外，特朗普还要求对欧盟农产品征收17%的关税。一 位外交官表示："英国的协议比这更好。考虑到我们谈判了这么长时间，这令人意外。" 跟踪全球贸易动向 +订阅 英媒：欧盟即将与特朗普达成协议 但或面临高于英国的关税 ...