来源：央视新闻 特朗普表示，美韩双方达成一致 ， 美国将对韩国征收15%的关税 。同时，美国不会被征收关税。 韩国将对美全面开放贸易，接受包括汽车、卡车和农产品在内的美国产品。 当地时间7月30日，美国总统特朗普发文称，美国已与韩国达成"全面完整"的贸易协议。根据协 议， 韩国将向美国提供3500亿美元，用于由美方拥有并控制的投资项目。此外，韩国还将采购价 值1000亿美元的液化天然气或其他能源产品，并承诺再投资一笔大额资金，用于其本国投资目 的。 该金额将在韩国总统李在明两周后访美举行双边会谈时公布。 ...

2025.07. 31 本文字数：369，阅读时长大约1分钟 据央视新闻，当地时间7月30日，美国总统特朗普发文称，美国已与韩国达成"全面完整"的贸易协 议。根据协议，韩国将向美国提供3500亿美元，用于由美方拥有并控制的投资项目。此外，韩国还 将采购价值1000亿美元的液化天然气或其他能源产品，并承诺再投资一笔大额资金，用于其本国投 资目的。该金额将在韩国总统李在明两周后访美举行双边会谈时公布。 特朗普表示，美韩双方达成一致， 美国将对韩国征收15%的关税 。同时，美国不会被征收关税。韩 国将对美全面开放贸易，接受包括汽车、卡车和农产品在内的美国产品。 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 多个"新大学"首年招生分数线直超985高校，原因何在 ...

据央视新闻，当地时间7月30日，美国总统特朗普发文称，美国已与韩国达成"全面完整"的贸易协 议。根据协议，韩国将向美国提供3500亿美元，用于由美方拥有并控制的投资项目。此外，韩国还 将采购价值1000亿美元的液化天然气或其他能源产品，并承诺再投资一笔大额资金，用于其本国投 资目的。该金额将在韩国总统李在明两周后访美举行双边会谈时公布。 据央视新闻，当地时间7月31日，韩国总统李在明对韩美就关税达成协议表示，协议消除了韩国出口环 境的不确定性。李在明称，韩国对美投资的3500亿美元中，1500亿将作为韩美造船合作专用资金。 特朗普表示，美韩双方达成一致，美国将对韩国征收15%的关税。同时，美国不会被征收关税。韩 国将对美全面开放贸易，接受包括汽车、卡车和农产品在内的美国产品。 李在明证实韩美达成贸易协议：对美投资3500亿美元并设造船专用资金 ...

Core Viewpoint - The article discusses a new trade agreement between the United States and South Korea, which includes significant financial commitments and tariff changes [1] Group 1: Trade Agreement Details - The United States and South Korea have reached a "comprehensive and complete" trade agreement [1] - South Korea will provide $350 billion for investment projects controlled by the U.S. [1] - South Korea will purchase $100 billion worth of liquefied natural gas or other energy products [1] - A large amount of reinvestment for South Korean domestic purposes will be announced during the upcoming bilateral talks [1] Group 2: Tariff Changes - The U.S. will impose a 15% tariff on South Korean goods [1] - The U.S. will not be subject to tariffs [1] - South Korea will fully open its trade to U.S. products, including automobiles, trucks, and agricultural products [1]

预计还将达成几份协议。 预计谈判将在截止日期过后继续进行。 重申对美联储独立性的支持。 美国总统特朗普将决定未来一波贸易协议。 白宫国家经济委员会主任哈塞特：预计美联储将认识到，降息无碍（是安全的）。 ...

美国白宫国家经济委员会主任哈塞特：特朗普将决定未来的贸易协议。 ...

美国总统特朗普：今天我们在白宫忙于处理贸易协议，我将于今天下午会见韩国贸易代表团。韩国目前 的关税是25%，但他们有降低关税的提议。 ...

Core Viewpoint - The U.S. President Trump has set a 10-day deadline for Russia to make progress towards a peace agreement with Ukraine, threatening new sanctions if not met [1][2] Oil Price Movement - On July 29, light crude oil futures for September delivery rose by $2.50 to $69.21 per barrel, a 3.75% increase, while Brent crude futures increased by $2.47 to $72.51 per barrel, a 3.53% rise [1] - Following the overnight surge of over 3%, oil prices experienced a slight pullback during the Asian trading session on July 30 [1] Geopolitical Tensions - Trump's announcement of potential new tariffs, including a 100% tariff on Russian oil, has surprised analysts and could tighten Russia's supply to global markets [2][3] - The geopolitical tension is causing oil futures to attempt to break out of a consolidation phase [2] Market Sentiment and Technical Analysis - Prior to Trump's comments, oil prices were already on the rise due to signs of inventory tightening and strong summer demand in the Northern Hemisphere [4] - The WTI crude oil futures price broke above the 200-day moving average of approximately $68.17 per barrel, leading to a technical buying surge [4] - Commodity trading advisors increased their bullish positions on WTI crude, with net long positions rising to 55% on July 29 from 18% short positions on July 28 [4] Trade Agreements and Their Impact - The trade agreement between the U.S. and the EU has provided support for oil prices, alleviating concerns over a potential trade war [4] - Optimism exists around these trade agreements, which, while not perfect, are seen as better than the worst-case scenarios [4] Potential Impact of Sanctions on Major Buyers - The proposed "secondary tariffs" on countries purchasing Russian oil could significantly impact markets, particularly for China and India, the largest buyers of Russian oil [5] - The U.S. has warned China about potential massive tariffs if it continues to buy Russian oil, while India has indicated compliance with secondary sanctions [5] - The risk of Russia retaliating by cutting off major oil pipelines could further pressure oil prices [5]

Core Viewpoint - President Trump has set a 10-day deadline for Russia to make progress towards a peace agreement with Ukraine, threatening new sanctions if no progress is made [1][3] Oil Market Impact - Following Trump's announcement, light crude oil futures rose by $2.50 to $69.21 per barrel, a 3.75% increase, while Brent crude increased by $2.47 to $72.51 per barrel, a 3.53% rise [1] - Oil prices had already been on the rise due to signs of tightening inventories and strong demand during the summer season [6] - The geopolitical tensions and potential new sanctions could tighten Russia's oil supply to global markets, impacting prices further [3][4] Trade Agreements and Market Sentiment - Optimism in the market is supported by potential trade agreements between the U.S. and major partners like Mexico, Canada, and China, which could positively affect demand [4] - The U.S.-EU trade agreement has alleviated fears of a trade war, contributing to a more favorable market outlook [6] Secondary Sanctions and Global Buyers - The proposed "secondary tariffs" on countries purchasing Russian oil could significantly impact major buyers like China and India [7] - The U.S. has warned China about potential tariffs if it continues to buy Russian oil, while India has indicated compliance with secondary sanctions [7] - The risk of Russia retaliating by cutting off oil pipelines could further pressure oil prices [7]

欧元区二季度经济增长明显放缓，但优于市场此前预期的零增长，季度环比增长率从一季度的0.6%降至0.1%。同比增长则达到1.4%，同样高于 1.2%的预期值。然而，区域内部的严重分化明显，欧元区最大经济体德国和第三大经济体意大利均陷入萎缩。 此前，为刺激经济，欧洲央行在过去13个月内已将其关键利率下调至2%。但最新的数据显示经济基础好于担忧，金融市场认为欧洲央行继续放宽 政策的必要性正在降低。目前市场认为欧洲央行在12月前再次降息的可能性仅为50%。 30日，欧盟统计局公布欧元区、德、法等国二季度GDP初值： 欧元区二季度GDP同比初值 1.4%，预期 1.2%，前值 1.5%。 欧元区二季度GDP季环比初值 0.1%，预期 0%，前值 0.6%。 欧元区经济躲过停滞，二季度GDP环比增长0.1% 据欧盟统计局发布的初步闪估数据，2025年二季度欧元区经季节调整的GDP环比增长0.1%。尽管该数据较一季度0.6%的扩张大幅放缓，但一季度 的高增长在很大程度上受到美国公司在关税生效前提前进口的扭曲影响。 欧盟整体经济表现相对较好，二季度环比增长0.2%，低于一季度0.5%的增长水平。从同比数据看，欧元区二季度GD ...