日本内阁官房长官林芳正：日本尚未收到美国关于贸易谈判中提出最佳报价的信函。 ...

Investment Rating - The report does not provide a specific investment rating for the industry discussed. Core Insights - The supply of fentanyl is only one aspect of the opioid crisis in the US, and addressing it requires cooperation between the US and China [4][5][8] - The US has made progress in reducing overdose deaths, with a 27% decline in 2024, but this progress may be jeopardized by political and policy challenges [9][10][11][32] - Cooperation between the US and China is essential for effectively tackling the fentanyl issue, but political tensions complicate this collaboration [25][37] Summary by Sections - **Fentanyl Supply and US Addiction Crisis** - Cutting off fentanyl supply alone will not resolve America's addiction crisis; a serious commitment to user support programs is necessary [4][5][25] - The US has made strides against fentanyl, with over 400,000 deaths since its rise, but the recent 27% drop in overdose deaths indicates potential for improvement [9][10][11] - **US-China Relations and Fentanyl** - China has been scapegoated for the fentanyl crisis, but the reality is more complex, involving both countries' cooperation [4][5][8] - The US should stop using fentanyl as a political weapon and instead engage China as a partner in addressing the issue [37] - **Impact of Policy Changes** - Abrupt crackdowns on fentanyl supply could lead to unintended consequences, such as the emergence of more dangerous narcotics [27][28] - The Biden administration's efforts to improve access to naloxone and treatment options are crucial for maintaining progress against the opioid crisis [32][33]

美国关税政策再添变数。 当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高 至50%，该关税政策自美国东部时间2025年6月4日凌晨00时01分起生效。 与此同时，特朗普政府正在加速谈判进程。白宫新闻秘书莱维特证实，白宫已致函贸易伙伴，要求在"对等关 税"暂停的情况下，于本周三（美东时间6月4日）前提交贸易谈判的最佳方案。 美媒分析称，目前距离7月8日关税恢复期限仅剩五周，该信函暴露了华盛顿在自设期限压力下的焦虑，也为全 球贸易局势带来新的不确定性。 50%关税即将生效 据央视新闻客户端，当地时间6月3日，美国白宫发表声明称，特朗普宣布将进口钢铁和铝及其衍生制品的关税 从25%提高至50%，该关税政策自美国东部时间2025年6月4日凌晨00时01分起生效。 声明表示，美国从英国进口的钢铝关税仍将维持在25%。自2025年7月9日起，美方可根据《环境政策声明》的 条款调整适用的关税税率，并制定钢铝的进口配额。如果英国被认定为未遵守《环境政策声明》的相关规定， 则可将适用关税税率提高至50%。 对此，批评人士表示，这些保护措施可能会对美国以外的钢铁生产商造成严重破 ...

Group 1 - The New York stock market showed mixed performance on June 3, with the Dow Jones Industrial Average rising by 214.16 points to close at 42519.64, a gain of 0.51% [1] - The S&P 500 index increased by 34.43 points to 5970.37, reflecting a rise of 0.58%, while the Nasdaq Composite Index rose by 156.34 points to 19398.96, marking an increase of 0.81% [1] - Among the S&P 500 sectors, eight out of eleven sectors gained, with the technology and energy sectors leading with increases of 1.48% and 1.11% respectively [1] Group 2 - The U.S. Department of Labor reported that job openings in April 2025 reached 7.391 million, exceeding market expectations of 7.1 million and the revised figure of 7.2 million from March [1] - The U.S. Commerce Department announced that new orders for manufactured goods in April amounted to $594.6 billion, a month-over-month decline of 3.7%, which was worse than the market expectation of -3% [2] - The OECD downgraded the U.S. economic growth forecast for this year from 2.2% to 1.6% due to trade uncertainties and tariffs [2] Group 3 - Analyst Dan Ives from Wedbush Securities indicated that market expectations are optimistic regarding a potential phone call between U.S. and Chinese leaders, which could positively impact bilateral relations, with Nvidia identified as a key beneficiary [2] - Sam Stovall, Chief Investment Strategist at CFRA, suggested that the S&P 500 index may fluctuate between 5700 and its historical high from February until clearer data on Q2 GDP and earnings is available [2] - Nvidia's stock price rose significantly by 2.8% to $141.22 per share, with other semiconductor stocks also showing notable gains [2]

来看美国关税和贸易谈判最新消息。 6月4日，国际黄金高开高走。 | < W | 贵金属 | | | --- | --- | --- | | 名称 | 现价 | 涨跌幅▶ | | 伦敦金现 | 3357.120 | 0.13% | | SPTAUUSDOZ.IDC | | | | 伦敦银现 | 34.536 | 0.12% | | SPTAGUSDOZ.IDC | | | | COMEX黄金 | 3382.0 | 0.15% | | GC.CMX | | | | COMEX白银 | 34.705 | 0.21% | | SI.CMX | | | 美国白宫宣布提高进口钢铝关税至50% 当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%，该关税政策自美国东部时间2025年 6月4日凌晨00时01分起生效。 声明表示，美国从英国进口的钢铝关税仍将维持在25%。自2025年7月9日起，美方可根据《环境政策声明》的条款调整适用的关税税率，并制定钢铝的进 口配额。如果英国被认定为未遵守《环境政策声明》的相关规定，则可将适用关税税率提高至50%。 白宫证实写信"催"贸 ...

智通财经6月4日电，距离美国政府设定的90天关税豁免期到期（7月8日）还剩五周，一封美国当局致各 贸易伙伴的信函草案的曝光引发国际舆论场关注：华盛顿再次施压，希望正在同美国展开贸易谈判的有 关国家能在本周三之前向美方提出自己能给美国开出的"最优谈判条件"，以加速推进谈判进程。 列出截止日期 美国想让谈判对象拿出"让步清单" ...

Core Viewpoint - The U.S. government is pressuring trade partners to present their best negotiation terms before the July 8 deadline for tariff exemptions, indicating a sense of urgency in trade negotiations [1][3]. Group 1: U.S. Trade Negotiation Strategy - The U.S. Trade Representative's draft letter outlines key areas of concern, including tariffs on U.S. products, quotas for purchasing U.S. agricultural goods, and non-tariff trade barriers [2]. - Potential recipients of the letter include the EU, Japan, Vietnam, and India, with the U.S. planning to evaluate the proposed terms quickly to determine possible trade agreements [2][3]. Group 2: Urgency and Challenges - The urgency in negotiations reflects the Trump administration's desire to finalize trade agreements before the expiration of the 90-day tariff exemption period [3][4]. - Despite claims of progress, actual negotiations have seen limited advancement, with only a framework agreement reached with the UK [3][4]. Group 3: Market Reactions and Implications - The unpredictability of U.S. tariff policies has caused significant volatility in the stock market, with major fluctuations observed in recent months [5]. - The potential reinstatement of tariffs could lead to market turmoil, while further delays may reinforce negative perceptions of the administration's trade strategy [5].

Core Points - The White House confirmed the authenticity of a letter reminding trade negotiation partners of an upcoming deadline [1] - The letter was sent by the U.S. Trade Representative's office to prompt countries to submit their proposals [1] - President Trump is looking forward to reaching a favorable agreement with trade partners [1]

美国总统特朗普4月2日公布了面向全球广泛的对等关税，引发全球贸易市场轩然大波。4月9日，特朗普 暂停了对大多数美国贸易伙伴的对等关税，暂停期限为90天，将高额关税的生效期推迟到7月9日。 据路透社报道，距离对等关税恢复期限仅剩五周，特朗普政府发出紧急信函要求各国在本周三前提交贸 易谈判的最佳方案。 据路透社获得的美国贸易代表办公室的一份信件草案显示，美国政府正在向谈判伙伴施压，要求各国在 关键领域提供最佳方案，包括购买美国工农业产品的关税和配额方案。 报道称，该草案表明，美国政府内部对完成交易存在紧迫感。尽管白宫国家经济委员会主任凯文·哈西 特反复承诺多项协议即将达成，但迄今为止，美国仅与英国这一主要贸易伙伴达成协议，且该协议更像 是持续谈判的框架而非最终交易。报道称，目前尚不清楚这封信会具体发送给哪些国家，但目标是那些 正在进行积极谈判的包括日本、越南、印度等国家以及欧盟。 美提高进口钢铝关税欧盟称将反制 美欧关系近期因美国滥施关税持续紧张。欧盟委员会2日表示，本周将向美国提出强有力的理由，要求 美国降低或取消关税。 欧盟委员会发言人奥洛夫·吉尔2日称，欧盟对美国宣布将钢铁进口关税从25%提高到50%表示强 ...

【白银期货最新行情】 6月3日 收盘价（元/千克） 当日涨跌幅 成交量（手） 持仓量（手） 沪银主力 8456 2.85% 547586 370146 澳洲联储 5 月货币政策会议纪要表明，董事会认为降息 25 个基点的理由更有力，更倾向于谨慎和可预 测的政策。政策制定者强调，美国的贸易政策对全球前景构成了重大的不利影响，但尚未影响澳大利亚 经济，但是，他们并不认为需要 50 个基点。 澳大利亚储备银行助理行长莎拉·亨特 周二警告称，"美国更高的关税将拖累全球经济。亨特还指出，更 高的不确定性可能会抑制澳大利亚的投资、产出和就业。然而，他补充说，澳大利亚的出口商相对有能 力度过这场风暴，并假设中国当局将通过财政刺激来支持他们的经济。 【交易策略】 白银期货开盘后迅速冲高至8577点。此轮行情中，由于端午假期前避免持仓过周的策略考量，使得此前 在8250点布局的多单未能持有至最优盈利点。受消息面利好推动，黄金价格大幅攀升，进而带动白银同 步走强。然而，在白银此番上涨之后，需警惕中期趋势的潜在变化，因其可能蕴含中长线下跌的风险。 下方目标位可关注8400点及8250点。 欧盟 对特朗普将美国对钢铁和铝征收双倍关税 ...