Group 1 - Canada announced the cancellation of the planned digital services tax, originally set to take effect on June 30, in hopes of reaching a "reciprocal comprehensive trade agreement" with the U.S. [1] - The Canadian Finance Minister will soon propose legislation to abolish the digital services tax, following an agreement between Canadian Prime Minister Carney and U.S. President Trump to resume negotiations by July 21 [1][3] - The digital services tax, which was set at 3% and could have retroactive implications, was seen as a significant financial burden on U.S. tech companies, potentially amounting to $2 billion in additional taxes [3][4] Group 2 - Trump's strong reaction to Canada's proposed tax indicates that the U.S. will not tolerate similar measures from other countries, particularly in trade negotiations [4] - The digital services tax was initially proposed in 2020 and is scheduled to be officially implemented in June 2024, suggesting that it was not solely a bargaining chip in U.S.-Canada negotiations [4] - The recent developments reflect a broader context of U.S. trade policy under Trump, emphasizing protection for American tech companies and signaling to other nations about the consequences of targeting U.S. firms [4][5]

1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints of the Report - The cancellation of the digital services tax by Canada to promote trade negotiations with the US led to a full - scale increase in the three major US stock indices. China's manufacturing PMI has rebounded for two consecutive months. Affected by pre - export rush, both supply and demand have improved, but it is still below the boom - bust line, and the economy is in the bottom - building stage. Benefiting from the simultaneous improvement of the domestic and overseas environments, the stock index is in the repair period after a short - term sharp rise [1][3]. 3. Summary According to Related Catalogs 3.1 Macro - economic Charts - In China, in June, the manufacturing, non - manufacturing, and composite PMIs were 49.7%, 50.5%, and 50.7% respectively, up 0.2, 0.2, and 0.3 percentage points from the previous month. The PMIs of the equipment manufacturing, high - tech manufacturing, and consumer goods industries have been in the expansion range for two consecutive months. Overseas, Fed's Bostic still expects the Fed to cut interest rates once this year and three times next year [1]. 3.2 Spot Market Tracking Charts - A - share three major indices fluctuated and rebounded. The Shanghai Composite Index rose 0.59% to close at 3444.43 points, and the ChiNext Index rose 1.35%. In the industry, most sector indices rose, with national defense and military industry, media, communication, and electronics industries leading the gains. Only the banking, non - banking finance, and transportation industries closed down. The trading volume of the Shanghai and Shenzhen stock markets decreased slightly to 1.5 trillion yuan. The three major US stock indices closed up, with the Dow Jones Industrial Average rising 0.63% to 44094.77 points [1]. 3.3 Stock Index Futures Tracking Charts - In the futures market, the basis trend was differentiated, and the discount of the near - month contracts of IC and IM deepened. In terms of trading volume and open interest, the trading volume and open interest of stock index futures decreased simultaneously [2].

据英国金融时报：美国官员正寻求与最积极参与贸易谈判的国家达成分阶段协议，力争在7月9日之前达 成一致。 ...

Market Performance - The three major US stock indices closed higher on June 30, with the Nasdaq and S&P 500 reaching new all-time closing highs [1] - For the first half of the year, the Nasdaq rose by 5.48%, the Dow Jones increased by 3.64%, and the S&P 500 gained 5.5% [1] - On June 30, the Dow Jones rose by 0.63% to 44094.77 points, the Nasdaq increased by 0.47% to 20369.73 points, and the S&P 500 gained 0.52% to 6204.95 points [1] Commodity Prices - Gold prices increased, with spot gold rising by 0.88% to $3302.155 per ounce, and gold futures up by 0.83% to $3315.0 per ounce [5] - Oil prices fell, with Morgan Stanley predicting that Brent crude oil prices may drop to around $60 per barrel by early next year [1][6] Technology Sector - The US technology giants index saw a slight increase of 0.06%, with Apple rising by 2.03%, Meta by 0.61%, and Microsoft by 0.30% [3] - However, Tesla fell by 1.84%, Amazon by 1.75%, and Alphabet by 0.49% [3] Geopolitical and Regulatory Developments - The easing of geopolitical risks in the Middle East and the potential for OPEC+ to increase production in August have improved oil supply expectations [6] - The European Commission emphasized that the EU's digital market and service laws are not part of trade negotiations with the US [6] Economic Policy and Interest Rates - Former President Trump criticized Federal Reserve Chairman Powell for not lowering interest rates, suggesting that the US could save trillions in interest costs [7][8] - Analysts from Morgan Stanley believe the likelihood of interest rate cuts in the near future remains low, despite market expectations increasing for potential cuts in July and September [8]

日本内阁官房长官林芳正：日本不会在对美贸易谈判中做出任何牺牲农业的举动。 ...

日本农林水产大臣：将继续与各部门合作，在与美国的贸易谈判中最大限度地实现日本的国家利益。 ...

Group 1: Canada and US Trade Negotiations - Canada has agreed to cancel its digital services tax to facilitate trade negotiations with the US, which the White House claims is a significant victory for American tech companies [2][3] - The US will "immediately resume" trade talks with Canada following the cancellation of the digital services tax, with a goal to reach an agreement by July 21 [2][3] - The White House attributes this change to President Trump's strong negotiation style and emphasizes the importance of maintaining good trade relations with the US [2][3] Group 2: EU's Position on Digital Legislation - The European Union has stated that its digital legislation, including the Digital Markets Act and Digital Services Act, will not be part of the trade negotiations with the US [4] - The EU remains firm on its sovereign decision-making regarding digital legislation and aims to reach a trade agreement with the US by July 9 [4][5] - The US has previously criticized the EU's digital regulations as unfair and has imposed significant fines on American companies for violations [4][5] Group 3: US-Japan Trade Relations - President Trump has expressed dissatisfaction with Japan's refusal to import US rice despite facing a rice shortage, indicating a potential letter to Japan regarding trade [6][7] - Trump has labeled the US-Japan trade relationship as "unfair," highlighting a significant trade deficit and suggesting that Japan should import more US goods [7][8] - The US has imposed a 25% tariff on imported cars, and negotiations with Japan regarding tariffs are ongoing, with a deadline set for July 9 [8]

美联储博斯蒂克：仍然预计今年会有一次降息，明年将有三次降息 白宫：特朗普本周将与贸易团队会面，以确定国家关税税率 贝森特：特朗普考虑明年初任命鲍威尔的继任者，有现任理事是候选人 特朗普：由于油价低迷，预计（乌克兰）将可以与俄罗斯达成停火协议 马斯克：若"大而美"法案通过，则第二天就在美成立新政党 国家统计局：6月份，制造业PMI为49.7%，较上月上升0.2个百分点 财政部：境外投资者以分配利润直接投资符合条件的，可按照投资额的10%抵免相应税额 证监会logo更新，由套环改为三个V字形环抱 我国进一步深化金融服务新型工业化的相关政策有望研究出台 市场盘点 周一，美元指数日内震荡下行，跌破97关口，最终收跌0.49%，报96.77。值得注意的是，美元指数已经连续第六个月收跌，创上世纪70年代初以来最大上半 年跌幅；基准的10年期美债收益率收报4.228%，2年期美债收益率收报3.723%。 男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 受助于美元走弱，现货黄金有所回升，并收复3300美元大关，最终收涨0.8 ...

由于多项贸易谈判出现进展，同时中东风险的缓和、美联储降息预期升温，推动美股三大指数集体上 涨，纳指与标普再创历史新高。截至收盘，道指涨0.63%，纳指涨0.47%，标普500指数涨0.52%。 科技股集体上涨，微软、Meta、奈飞均小幅收涨并创盘中历史新高，苹果收涨2%。Robinhood收盘上涨 13%，创下4月9日以来的最佳单日表现。 热门中概股涨跌互现，纳斯达克中国金龙指数收跌0.49%。小鹏汽车、京东跌超1%，老虎证券涨超 2%，网易涨超1%。 随着7月9日"关税大限"日益临近，特朗普政府因与多数国家仍未达成协议而显得愈发焦躁不安。 不过， 加拿大的部分让步 ，让特朗普又自信了起来。当地时间6月29日，加拿大财政部在一份声明中表 示，加拿大已取消数字服务税，以推进与美国的贸易谈判。加拿大财政部表示，加拿大总理卡尼和美国 总统特朗普将恢复贸易谈判，以期在7月21 日之前 达成协议。 哈塞特指出，尽管特朗普发出威胁，美日谈判预计仍将继续。"事情还没完。我知道他刚发了那条帖 文，但谈判将持续到最后一刻。" 日本是美国最重要的贸易伙伴之一，因此被特朗普政府视为优先达成协议的国家，而非直接加征关税的 对象。 不 ...

欧盟委员会负责贸易和经济安全等事务的委员谢夫乔维奇6月30日表示，他将于7月1日前往美国华盛顿 进行贸易谈判。美国总统特朗普5月23日威胁要自6月1日起对进口自欧盟的商品征收50%关税。但5月25 日，特朗普宣布，将对欧盟50%关税的起征时间从6月1日延至7月9日。欧美双方此后就关税问题展开贸 易谈判。（央视） ...