美国总统特朗普8日在社交媒体"真实社交"上说，截止日期为8月1日的"对等关税"暂缓期不会再延长。 (新华社) ...

当地时间7月8日，美国总统特朗普在社交媒体平台"真实社交"上发文表示，根据7日发给各国的信函， 以及接下来一段时间内将要发送的信函，关税将于2025年8月1日开始实施，"该日期没有变化，以后也 不会改变"。特朗普4月2日宣布开征所谓"对等关税"，引发美国金融市场暴跌。在多方压力下，特朗普 又在4月9日宣布暂缓对部分贸易对象征收高额"对等关税"90天，但维持10%的"基准关税"。7月7日，特 朗普签署行政命令，延长所谓"对等关税"暂缓期，将实施时间从7月9日推迟到8月1日。(央视新闻) ...

Group 1 - The core viewpoint of the article highlights the escalating tensions between the United States and BRICS nations, particularly India, due to trade policies and tariffs imposed by the U.S. government [1][4][10] - President Trump announced that the U.S. would release tariff letters or agreements with trade partners, and any country supporting BRICS' "anti-American policies" would face an additional 10% tariff [1][8] - India has been negotiating with the U.S. for a trade agreement but faces challenges due to high tariffs on automotive parts and demands for agricultural market access, leading to growing dissatisfaction within India [1][3] Group 2 - India has rejected the large-scale entry of U.S. genetically modified agricultural products, citing food security and the protection of its agricultural sector, which is vital for its rural population [3][4] - In response to U.S. tariffs totaling $725 million on Indian goods, India plans to impose equivalent tariffs on U.S. products, asserting its rights under WTO rules [3][4] - The recent BRICS summit in Brazil provided India an opportunity to reassess its international positioning, with India voting in favor of a joint statement criticizing rising tariffs, indirectly targeting U.S. policies [4][10] Group 3 - India's shift in attitude at the BRICS summit reflects its realization of the need to diversify its international alliances and reduce dependence on the U.S. amid tough trade negotiations [7][10] - The BRICS nations, which account for a significant portion of the global economy, are increasingly uniting against U.S. trade policies, with potential implications for global trade dynamics [8][10] - The article suggests that the upcoming U.S. tariff announcements could lead to a new round of adjustments in global trade, with India's role in U.S.-India trade relations and BRICS cooperation being crucial to watch [10]

观察者网消息，据日本《每日新闻》报道，在美国总统特朗普宣布将对所有日本进口产品征收25%关税 后，当地时间7月8日，日本自民党召开负责对美关税问题的综合对策本部干部会议。 会上，日本自民党政务调查会长、众议院议员小野寺五典针对美国公布的新关税措施发表严正声明。 "我们感到强烈愤慨，这完全不是能接受的内容，"小野寺五典在向美方提出强烈抗议的同时强调，"这 正证明日本政府为捍卫国家利益寸步不让、坚持开展韧性谈判"。他表明将继续推动谈判进程。 同时，小野寺五典痛批特朗普向日本发送关税信函的行为。 "用一纸书信通知同盟国，实属极其无礼之举，"小野寺五典明确要求日本政府，"绝不能因急于谈判而 轻易妥协，必须以强硬姿态坚持周旋"。 关于日本国内应对措施，小野寺五典强调"将通过刺激内需等手段，全力扶持受冲击产业"，表示"将坚 决守护本国产业、就业及民生，全力支持政府谈判并完善国内对策"。他特别指出："日本必须建立不受 外部政策变动影响的稳健经济结构，构建抗风险经济体系。" 同日，小野寺五典在X平台转发日媒对自己声明的报道。他同时写道："这是维护国家利益的谈判，不 能轻易妥协……决不能操之过急地不断让步。为了支持持续的谈判， ...

Core Viewpoint - The article discusses the recent extension of the tariff implementation date by the U.S. government, highlighting the underlying motivations and implications for both domestic and international markets [1][2][3]. Group 1: Tariff Extension Reasons - The extension of the tariff deadline from July 9 to August 1 is primarily a tactic to buy more time for negotiations with countries facing tariffs [1]. - The lack of countries fully complying with U.S. demands is a significant reason for the delay, with only a few nations like Vietnam showing compliance [1][2]. - The U.S. administration is under pressure to generate revenue through tariffs to offset fiscal deficits, especially after the passage of the "Big Beautiful" legislation [3]. Group 2: Inflation and Economic Impact - The administration aims to delay inflation by postponing tariff implementation, as tariffs can lead to increased costs for imported goods, thereby raising consumer prices [5][6]. - The Federal Reserve's reluctance to lower interest rates due to high inflation is a concern for the administration, which is trying to manage inflation expectations [4][5]. Group 3: Market Reactions - Despite the tariff announcement, markets, particularly in Japan and South Korea, showed resilience, indicating a diminishing impact of tariff news on asset prices [6][7]. - The market's perception of the tariff situation has shifted to one of skepticism, with expectations that the U.S. may ultimately accept lower tariff rates [7][8]. Group 4: Future Risks and Strategies - The potential for U.S. debt default poses a significant risk to capital markets, which could lead to increased volatility [9]. - Investors are advised to consider both riskier assets during market fluctuations and stable income-generating investments to hedge against potential downturns [10].

Group 1 - The article discusses the potential short-term and non-binding nature of any preliminary trade agreement between the US and EU, with a focus on tariffs imposed by the US on imports from 14 countries starting August 1 [1][4] - The EU is negotiating to maintain a 10% baseline tariff while seeking exemptions for sensitive industries like aircraft and spirits, and discussions are ongoing regarding a 25% reduction in auto tariffs [1][5] - There is a significant divergence within the EU regarding the acceptance of agreement terms, with Germany advocating for a deal while France emphasizes a strong stance against high tariffs [5][6] Group 2 - The economic impact of US-EU trade negotiations is expected to vary, with a baseline scenario suggesting a potential agreement later this year that could exert short-term pressure on European economic growth and corporate profits [2] - Recent data indicates a decline in Germany's exports, particularly to the US, with a 7.7% drop in May, marking the lowest level in three years, which may signal challenges for European exports in the coming months [7][8] - The possibility of a breakdown in negotiations could lead to higher tariffs and economic recession for Europe, although there remains optimism for a compromise that could benefit both parties, particularly in defense spending and energy procurement [8]

Core Points - The Trump administration has sent tariff letters to 14 trade partners, including six Southeast Asian countries, imposing tariffs ranging from 25% to 40% starting August 1 [1][3] - The tariffs are particularly high for Cambodia and Laos, with rates of 36% and 40% respectively, while Indonesia and Thailand face rates of 32% and 36% [3][5] - Cambodia has seen the largest reduction in tariff rates, dropping from 49% to 36%, and is in talks to potentially become the second Southeast Asian country to reach a trade agreement with the U.S. [5][6] Southeast Asia Trade Dynamics - Southeast Asian countries are increasingly recognizing the tightening access to the U.S. market and are likely to deepen trade cooperation with countries with existing free trade agreements [1] - Malaysia's tariff rate has increased from 24% to 25%, while Indonesia and Thailand's rates remain unchanged [3] - Thailand is actively negotiating to lower its tariff rate and aims to reduce its trade surplus with the U.S. significantly within five years [6] Ongoing Negotiations - The U.S. Secretary of State is expected to discuss tariff issues during his visit to Malaysia, marking his first visit to a Southeast Asian country outside of traditional allies [3] - Indonesia's government is committed to continuing negotiations with the U.S. regarding the upcoming tariffs, emphasizing the importance of maintaining national interests [6]

黄金实时分析 美国对等关税延迟到8月1日，市场担忧情绪未改，黄金支撑3310？点击观看金十研究员文成直播分析 相关链接 ...

当地时间7月7日，一条关于美国关税的重磅消息落地，为全球贸易舞台投下新一轮冲击波。美国总统特 朗普当日表示，自2025年8月1日起对来自日本和韩国的进口产品征收25%的关税。 与此同时，他还对南非、泰国、印尼、老挝等另外12个国家的进口产品计划征收25%至40%不等的关 税。在这一批公开的14国关税名单中对缅甸和老挝商品的征收关税最高，为40%。 本届任期以来，特朗普推行的"对等关税"政策，引起全球贸易与经济增长的风险，招致全球多国不满。 自4月2日宣布开征以来，引发美国金融市场暴跌。在多方压力下，特朗普又在4月9日宣布暂缓对部分贸 易伙伴征收高额"对等关税"90天，但维持10%的"基准关税"。如今，关税"盲盒"揭开，在全球经济与政 治舞台上再掀波澜。 受特朗普宣布加征关税消息影响，美国股市主要股指7日全线下跌，道琼斯工业平均指数收盘下跌 422.17点，跌幅0.94%，标准普尔500指数收跌0.79%，纳斯达克综合指数收跌0.92%。 美国财政部长贝森特6日接受美国有线电视新闻网采访时表示，特朗普本周将向贸易对象发送信函，告 知美方计划征收的关税税率。对于8月1日之前未能与美国达成贸易协议的国家，关税税率将 ...

Group 1 - The core issue revolves around the U.S. President Trump's abrupt halt in trade negotiations with Canada due to Canada's proposed "digital services tax" on U.S. tech companies, which Trump labeled as a "blatant attack" [1] - The U.S. decision has thrown U.S.-Canada relations back into turmoil, despite previous agreements made during the G7 meeting to reach a new economic deal within 30 days [1] - As the 90-day suspension period for "reciprocal tariffs" approaches its end, countries like Japan and South Korea are actively negotiating with the U.S. regarding tariff issues [1][3] Group 2 - The Chinese Ministry of Commerce criticized the U.S. for its unilateral imposition of "reciprocal tariffs" since April, which they argue undermines the multilateral trade system and disrupts normal international trade order [3] - The number of countries reaching tariff agreements with the U.S. is significantly lower than expected, with only Vietnam and the UK making progress, while others remain in prolonged negotiations or adopt a wait-and-see approach [3] - Trump's frustration is evident as he publicly expressed concerns about the complexity of negotiations with over 170 countries still without agreements [3] Group 3 - Japan and South Korea are engaged in multiple rounds of negotiations with the U.S., but internal conflicts within Trump's team have complicated the discussions, leaving Japan uncertain about U.S. demands [5] - Despite the challenges, both Japan and South Korea are committed to pursuing trade agreements, with India's Prime Minister Modi also expressing a desire to resolve differences during his visit to the U.S. [5] - There are indications that Trump may visit China in the coming months with a large delegation of U.S. business leaders, aiming to focus on trade cooperation rather than conflict [5] Group 4 - In a recent interview, Trump stated that the U.S. is managing its relationship with China well, despite ongoing accusations against China regarding hacking and intellectual property theft [7] - The complexity of U.S.-China relations is attributed to extreme tendencies within the U.S. diplomatic decision-making, which have led to a misjudgment of the situation and potential crises [7] - The interdependence of U.S. and Chinese enterprises is highlighted as a stabilizing factor, suggesting that the trade war may conclude with the U.S. adopting a more conciliatory approach [7]