据央视新闻报道，当地时间7月15日，美国总统特朗普称关税征收将于8月1日开始。他还表示，与越南 的协议基本敲定。 ...

Group 1 - The core viewpoint of the article highlights a significant trade agreement between the United States and Indonesia, where Indonesia commits to purchasing $15 billion worth of U.S. energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft, while imposing a 19% tariff on all goods exported to the U.S. [2] - The agreement marks Indonesia's first full market opening to U.S. farmers, ranchers, and fishermen, allowing them to access the Indonesian market completely [2] - Similar trade agreements are reportedly in progress with other countries, indicating a broader strategy by the U.S. administration [3] Group 2 - Prior announcements from President Trump indicated that starting August 1, 2025, the U.S. would impose tariffs on imports from several countries, including a 32% tariff on Indonesian products and varying tariffs on products from Bosnia, Bangladesh, Serbia, Cambodia, Thailand, and Tunisia [4] - Canadian Prime Minister Carney expressed skepticism about the U.S. willingness to reach trade agreements without imposing tariffs, suggesting that most countries may have to accept some level of baseline tariffs [5] - The European Union is preparing for potential trade retaliation against the U.S., with significant focus on the aerospace sector, particularly targeting Boeing, if negotiations fail [8]

Core Viewpoint - The U.S. President Trump stated that the imposition of tariffs is just beginning, currently affecting only automobiles and steel [1] Group 1 - The tariffs currently in place are specifically targeting the automotive and steel industries [1]

据央视新闻，当地时间14日，美国总统特朗普称对俄罗斯感到非常不满，威胁 将对俄罗斯征收 100%关税 。 2025.07. 14 本文字数：112，阅读时长大约1分钟 微信编辑 | 夏木 推荐阅读 Labubu韩国门店大排长龙，警察出动维护秩序！泡泡玛特决定：中止韩国线下销售 ...

据央视新闻报道，当地时间14日，美国总统特朗普表示，将对俄罗斯征收100%关税。特朗普称对俄罗 斯非常不满。 特朗普称对俄罗斯征收100%关税 ...

荷兰首相表示，美国宣布对从欧盟进口商品征收30%的关税令人担忧，并非未来的正确方向。 ...

美国总统特朗普宣布对欧盟商品征收30%的关税。 ...

据央视新闻，当地时间12日，美国总统特朗普称对墨西哥、欧盟输美商品分别征收30%关税。 ...

瑞银财富管理：特朗普对巴西征收50%关税不太可能成为永久性的。 ...

金十数据7月11日讯，高盛集团策略师上调了对亚洲股市的预期，理由是宏观经济环境更加有利，关税 的确定性增加。以Timothy Moe为首的策略师在周五的一份报告中表示，MSCI亚太（除日本外）指数的 12个月目标指数上调了3%，至700点，这意味着在此期间以美元计算的回报率为9%。该团队还将港股 评级上调至"持股"（market weight），并称其将在美联储开启宽松周期、美元走弱的背景下成为主要受 益者之一。他们补充称，菲律宾等也是对这一趋势最为敏感、受益最大的市场之一。策略师们表 示："关税征收和宽松的货币政策可能是第三季度对亚洲股市的重要宏观影响。"他们指出，即便最终实 施的关税税率略高于当前的基线预期，"其对基本面增长的冲击可能不会像市场在第二季度初所担忧的 那样严重。" 高盛策略师：上调亚洲股票目标，调高港股评级 ...