当地时间周一，美股三大指数集体承压收跌，道琼斯工业平均指数下跌 0.94% ，纳斯达克综合指 数下跌 0.92% ，标普 500 指数下跌 0.79% 。 盘面上，在美上市的日韩企业股票表现低迷。日产汽车股价大跌超 7% ，丰田汽车跌近 4% ；韩 国企业中， SK 电信跌超 7% ， LG Display 跌幅更是超过 8% 。大型科技股同样多数走低，特 斯拉跌幅超 6% ，苹果、谷歌股价均跌超 1% 。 热门中概股呈现涨跌分化态势，纳斯达克中国金龙指数最终收涨 0.59% 。具体来看，哔哩哔哩涨 超 7% ，百度涨近 4% ；而小鹏汽车跌近 5% ，阿里巴巴跌超 2% 。 特朗普在发给上述国家的函件中还明确：任何试图通过第三国转运来规避新关税的做法，将被征收 更高关税；若上述国家的公司选择在美国境内建厂或生产产品，则无须缴纳此项关税；若上述国家 决定提高对美关税，美国将在现有新关税税率的基础上追加同等幅度关税。 据央视新闻报道，美国白宫方面透露，除上述国家外，美国还将发出更多相关信函。 值得关注的是，欧盟尚未收到美国的关税通知函。欧盟委员会发言人吉尔周一表示，欧盟仍在争取 于 7 月 9 日前与美国达成一 ...

Group 1 - The South Korean National Assembly recently passed a supplementary budget of approximately 31.8 trillion KRW (about 31.8 trillion KRW equals 100 billion RMB) to stimulate economic recovery amid challenges such as weak consumption and rising trade risks due to the US's so-called "reciprocal tariffs" [1] - The supplementary budget is expected to increase South Korea's GDP growth rate by 0.14 to 0.32 percentage points, with institutions like Goldman Sachs and Barclays raising their GDP growth forecasts to around 1% [2] - The budget includes 12.17 trillion KRW for consumer vouchers and 10.3 trillion KRW to cover tax revenue shortfalls, along with debt relief measures for small and micro enterprises [1] Group 2 - Concerns are rising regarding the increasing fiscal burden, as the total fiscal expenditure in 2025 is projected to reach 703.3 trillion KRW, with government debt as a percentage of GDP rising from 48.4% to 49.1% [2] - The supplementary budget was passed just before the deadline for US tariff negotiations, with South Korean officials engaging in discussions with US counterparts regarding tariff exemptions [2]

周一，美国股市出现回调，主要股指普遍下跌，反映出投资者对贸易局势再度紧张的担忧情绪升温。 道琼斯工业平均指数跌幅为0.9%；标普500指数下挫0.8%；纳斯达克综合指数则下滑0.9%。在经历了此 前一周的大涨后，这一走势显示出市场对于政策不确定性的敏感反应。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 44406.36 | 20412.52 | 6229.98 | | -422.17 -0.94% -188.58 -0.92% | | -49.37 -0.79% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7431.81 | 22839.00 | 6263.25 | | +43.77 +0.59% -223.50 -0.97% -61.00 -0.96% | | | | 美国国债 [^ | | | | 3个月期 | 10年期 | 2年期 | | 4.338 | 4.377 | 3.890 | | - 0.57bp | - 3.56bp | - 1.04bp | | 美股ETF | | | | SPDR标普500指 ...

Group 1 - The U.S. stock market experienced a collective decline, with the Dow Jones falling by 0.94%, Nasdaq by 0.92%, and S&P 500 by 0.79% [3] - The U.S. will impose a 25% tariff on all products from Japan and South Korea starting August 1, leading to significant drops in stocks of companies like Nissan (down over 7%) and LG Display (down over 8%) [3] - International oil prices surged, with WTI crude oil rising by 1.37% to $67.92 per barrel and Brent crude oil increasing by 1.84% to $69.56 per barrel [4] Group 2 - The People's Bank of China has increased its gold reserves for the eighth consecutive month, reaching 7.39 million ounces (approximately 2298.55 tons) as of the end of June [7] - The State Administration of Foreign Exchange reported that China's foreign exchange reserves rose by $32.2 billion to $3317.4 billion by the end of June, marking a 0.98% increase [7] Group 3 - The Shanghai Stock Exchange and China Securities Index Co. will launch the Shanghai Stock Exchange Specialized and Innovative Index on July 21, which will include the top 50 companies from the Sci-Tech Innovation Board [10] - Longxin Technology, a major player in the semiconductor industry, has begun the IPO process, indicating a positive development trend in the sector [16][17] Group 4 - BYD has partnered with Hong Kong University of Science and Technology to establish a joint laboratory focused on embodied intelligence, investing tens of millions of Hong Kong dollars for future operations [18] - Alibaba's Tongyi has officially open-sourced the WebSailor network intelligence model, showcasing significant performance advantages over other models [20] Group 5 - NIO and Jianghuai Automobile's joint venture company has announced its intention to dissolve, which is closely related to NIO's plans for independent production [27][28] - Donghai Securities has been fined a total of 60 million yuan due to significant omissions and false records in a major asset restructuring project from 2015 [23]

当地时间7日，美国总统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） ...

7月9日关税"大限"到来前，美国总统特朗普看来彻底失去了和日本谈判的耐心，直接公布了下月将要对日本实行的新关税税率。 据央视新闻，美东时间7月7日周一，特朗普在社交媒体平台上发布了致日本首相石破茂、韩国总统李在明的信件，表示美国将自2025年8月1日起对所有日本 和韩国产品征收25%的关税。 据央视，特朗普在信中表示，尽管美国与韩国和日本之间存在巨额贸易逆差，美国仍决定继续与两国合作。然而，美国决定以更加平衡、公平的贸易为前 提，继续向前推进。特朗普称，贸易逆差已对美国经济乃至国家安全构成重大威胁，因此必须作出改变。自2025年8月1日起，美国将对所有韩国和日本产品 征收25%的关税，此项关税将独立于各类行业性关税。此外，任何试图通过第三国转运来规避该关税的做法，也将被征以更高的关税。 特朗普在信中称，若日本或韩国的公司在美国建厂或在美生产产品，则可豁免新关税。他还警告，日韩两国不要采取报复行动，否则还将遭到美国的更高关 税惩罚。 据央视，特朗普称，选择在美国境内建厂或生产产品的公司无需缴纳此项关税。此外，若韩国和日本决定提高对美关税，则美国将在现有25%税率基础上追 加同等幅度关税。 从特朗普本周一公布的信 ...

新近消息显示，特朗普政府开始直接通知多国美国将征收的新关税税率，而欧盟可能通过与美国达成贸 易协议避免关税战升级。 美东时间7月7日周一，在美国总统特朗普公布致信日韩通知对这两国的新关税后，白宫新闻秘书莱维特 称，美国周一还将向另外12个国家发送关税信函，并确认，7月9日这个对等关税谈判的"大限"会推迟到 8月1日。 据央视新闻报道，美国白宫7日表示，还有12个国家将收到有关贸易的信函，除12个国家外，美国还将 发出更多信函。 据新华社，莱维特7日下午还在记者会上证实，特朗普计划签署行政令，延长"对等关税"90天的暂缓 期，将实施时间从7月9日推迟到8月1日。这意味着，特朗普政府和贸易伙伴的关税谈判期延长了超过三 周时间。 据新华社，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伙伴征收高额"对等关税"90天，但维持10%的"基准关税"，同时威胁美贸 易伙伴需在7月8日前完成与美谈判。 Sarmento称，有可能达成一项关税非常低的协议，一项对双方都有利的协议，能够让欧盟继续开展贸 易，并为欧盟的公民创造更多价值，期待在周一和周二举行的欧盟财 ...

美国总统特朗普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伙伴征收高额"对等关税"90天，同时威胁美贸易伙伴 需在7月8日前完成与美谈判。 此前，特朗普在社交媒体平台上发布了致日本首相石破茂、韩国总统李在明的信件，宣布美国 将自2025年8月1日起对所有日本和韩国输美产品征收25%的关税。 据央视新闻报道，当地时间7日，美国白宫表示，还有12个国家将收到有关贸易的信函，信函 内容将在社交媒体平台"真实社交"上发布。美总统特朗普将签署行政命令，将原定于7月的关 税谈判截止日期推迟至8月1日。 白宫表示，除12个国家外，美国还将发出更多信函。 ...

当地时间7日，美国白宫表示，还有12个国家将收到有关贸易的信函，信函内容将在社交媒体平台"真实 社交"上发布。美总统特朗普将签署行政命令，将原定于7月的关税谈判截止日期推迟至8月1日。白宫表 示，除12个国家外，美国还将发出更多信函。此前，特朗普在社交媒体平台上发布了致日本首相石破 茂、韩国总统李在明的信件，宣布美国将自2025年8月1日起对所有日本和韩国输美产品征收25%的关 税。美国总统特朗普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伙伴征收高额"对等关税"90天，同时威胁美贸易伙伴需在7月8日前完成 与美谈判。(央视新闻) ...

Group 1 - The U.S. is set to end a 90-day grace period for "reciprocal tariffs" on July 9, with Treasury Secretary Mnuchin indicating that countries failing to reach agreements by August 1 will see tariffs revert to previously announced levels [1] - President Trump plans to send letters to 12 to 15 trade partners regarding the tariffs, suggesting that agreements may be reached before the July 9 deadline [1] - The U.S. has only reached trade agreements with the UK and Vietnam, while negotiations with the EU, Japan, South Korea, and India are progressing slowly [2] Group 2 - Mnuchin acknowledged the complexity of negotiations due to the high number of ongoing talks, describing the situation as a "traffic jam" in the final stages [2] - The EU is prepared to reach a principle agreement on tariffs but will take countermeasures if negotiations fail, while Mnuchin claims good progress has been made with the EU [2] - Japan has not made significant breakthroughs in negotiations, with Prime Minister Kishida stating that Japan is prepared for all possible tariff scenarios [2]