美国总统特朗普：计划对不同国家征收从60%到70%、以及从10%到20%不等的关税。各国将于8月1日 开始支付这些关税。 ...

Core Viewpoint - The article highlights President Trump's firm stance on not extending the July 9 deadline for trade negotiations with various countries, particularly Japan, expressing skepticism about reaching an agreement [1] Trade Negotiations - President Trump stated that he has doubts about the possibility of reaching a trade agreement with Japan, indicating that previous dealings have not led to a clear outcome [1] - The U.S. has already engaged in discussions with Japan, but the President remains uncertain about the success of these negotiations [1] Tariff Implications - Trump mentioned the potential for imposing tariffs on Japanese imports, suggesting rates of "30% or 35% or any number we determine," which is significantly higher than the previously announced 24% tariff rate on Japanese goods [1]

据英国金融时报：随着截止日期临近，美国政府仍在考虑对关键行业征收关税。 ...

Core Points - A federal appeals court has allowed President Trump's comprehensive tariff measures to remain in effect while reviewing a lower court's ruling that blocked these measures on the grounds of presidential overreach [1][2] - The court's decision means Trump can continue imposing "Day of Liberation" tariffs on imports from most U.S. trading partners, as well as separate tariffs on Canada and Mexico [1] - The appeals court has not yet ruled on whether the tariffs are permissible under the International Emergency Economic Powers Act (IEEPA), but has allowed tariffs to continue during the appeal process [1][2] Group 1 - The appeals court characterized the lawsuit as raising "exceptionally important" questions, leading to a rare decision for an 11-member panel to hear the appeal instead of a smaller group of three judges [1] - The court is scheduled to hold arguments on July 31 [1] - Trump's use of tariffs as leverage in negotiations with U.S. trading partners has caused market volatility and impacted companies of various sizes in managing supply chains, production, staffing, and pricing [1] Group 2 - The ruling does not affect other tariffs imposed under more traditional legal authority, such as those on steel and aluminum imports [1] - The International Trade Court's ruling on May 28 stated that the U.S. Constitution grants Congress, not the president, the power to levy taxes and tariffs, arguing that Trump's invocation of IEEPA was an overreach [1][2] - Trump claims broad authority under IEEPA to impose tariffs, a law historically used for sanctions against U.S. adversaries [2] Group 3 - The recent ruling comes just one month before Trump's own 90-day suspension of most reciprocal tariffs expires [3] - Without a trade agreement or further extension, the U.S. is set to significantly increase tariff rates on many countries, with goods from the European Union facing a 50% tariff [3]

Group 1 - The U.S. government has initiated a global tariff war, imposing a 34% tariff on Chinese goods, with a comprehensive tax rate for China rising from 11.6% in 2024 to 65.6%, affecting $2.3 trillion in imports, which constitutes 71% of total U.S. imports [1] - The tariff increase is expected to raise export costs, potentially leading companies to pass on these costs to consumers, thereby reducing international competitiveness and impacting order volumes and profit margins, particularly in key sectors like electronics, automotive parts, and photovoltaics [1] - The A-share market has reacted negatively, with significant declines in stock prices for companies with substantial overseas revenue, particularly in the general equipment and semiconductor industries, which saw 12 and 10 affected companies respectively [1] Group 2 - In the general equipment sector, 12 companies experienced a decline of over 5%, many of which have high overseas revenue proportions, such as Huali Group, which has an average overseas revenue of 19.037 billion and an overseas revenue share of 98.23%, resulting in a stock price drop of 13.8% [3][5] - Other companies like Chunfeng Power and Yindu Co. also faced significant stock price declines, indicating a broader impact across the sector [3] - The data shows that companies with high overseas revenue are particularly vulnerable to the tariff changes, as their business models heavily rely on international markets [5]