Group 1: Market Overview - Chinese concept stocks showed resilience as the Nasdaq China Golden Dragon Index rose by 1.53% while major US indices fell, with the Dow Jones down 0.31%, S&P 500 down 0.39%, and Nasdaq down 0.55% [2][3] - The market is closely monitoring tariff news, with President Trump announcing that the government would release tariff letters or agreements with trade partners [2][3] Group 2: Company-Specific Developments - Tesla's stock experienced a significant drop, falling over 6% during trading, with a peak decline of over 8% [3][4] - Elon Musk's announcement of forming a new political party has drawn criticism from Trump, who described it as "absurd" [5][6] - Apple has officially appealed against a €500 million fine imposed by the EU, claiming the penalty is unprecedented and the demands for changes to its App Store are illegal [8] Group 3: Performance of Chinese Stocks - Notable gains were observed in several Chinese stocks, with Bit Digital up over 23%, Bilibili up over 7%, and Ctrip, Yum China, and Baidu each rising over 5% [8][9] - However, some stocks like Xpeng Motors and NIO saw declines, with Xpeng down over 3% and NIO down over 1% [8]

7月7日晚间，美股三大指数开盘后集体走低。截至发稿，道指、纳指、标普500跌幅分别为0.31%、 0.55%、0.39%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 道琼斯工业指数 | 44688.17 | -0.31% | | 纳斯达克指数 | 20488.65 | -0.55% | | 标普500 | 6255.12 | -0.39% | 美国七大科技巨头普跌，特斯拉大跌超6%。消息面上，马斯克与特朗普公开决裂并宣称要成立新政党 后，再次殃及特斯拉。 最新消息显示，马斯克不仅与特朗普对立，还与美国财政部长贝森特互怼。贝森特暗示马斯克应专注于 经商而非从政后，马斯克"炮轰"对方"不懂数学"。马斯克还表示，先前的民调结果对他"非常正 面"，"这正是特朗普重用我的原因"。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | 特斯拉(TESLA) | 295.251 | -6.37% | | 谷歌(ALPHABET)-C | 178.820 | -0.96% | | 英伟达(NVIDIA) | 158.231 | -0.70% | | 苹果(APP ...

美国财政部长斯科特·贝森特7日早上8点表示，美国政府将在48小时内发表多项贸易相关声明。 此前，唐纳德•特朗普总统表示，将从7日中午开始向12-15个国家发送（相互关税税率特定）关税信函。 但对于截止到本月9日推迟90天的单方面相互关税实施将从何时开始，美国政府的发言本身就无法统一。 当前，美国的盟友包括欧盟、日本和韩国等数十个经济体同美国的贸易谈判仍处于悬而未决的状态，其经济也面临高关税风险卷土重来的威胁。 美国财政部长贝森特在6日表示，如果某些国家未能迅速作出让步并与华盛顿达成协议，对这些国家进口商品征收的关税将"反弹"至4月的高水平。目 前，全球各经济体也正在为7月9日结束的90天关税暂停期做准备。特朗普于4月宣布对贸易伙伴实施所谓"对等关税"，随后宣布90天关税暂停期，但仍 保留对所有贸易伙伴征收10%的基础关税。 特朗普的发言被解释为，包括7日中午的信函转交在内，到9日为止，随着与外国政府的贸易谈判结束，4月2日公布的60个国家11%-57%的相互关税将 立即修改并启动。当时韩国有25%是特定的。 但美国商务部长霍华德·拉特尼克等人表示，将从8月1日开始实施，因此出现了混乱。 到目前为止，美国已经与 ...

目前，美国加紧与多国进行贸易谈判，但进度显著不及美方预期。 进行多轮磋商后，日本和美国之间的贸易谈判陷入僵局 。7月1日，美国总统特朗普再次抱怨日本 没有购买足够多的美国汽车和大米等产品，并威胁要提高对日关税。日本首相石破茂2日则回应 称，日本将坚定捍卫国家利益。 据新华社，美国总统特朗普当地时间7月6日在社交媒体发文说， 美国政府将于当地时间7日中午12 时起公布与贸易伙伴的关税信函或关税协议 。特朗普此前表示，拟于8月1日起对部分国家的商品 实施最高达70%的关税措施。 美国财政部长贝森特6日表示，总统特朗普本周将向贸易伙伴发送信函，告知美方计划征收的关税 税率。对于未能达成协议的国家，所谓的"对等关税"将于8月1日生效。 美国媒体解读说，贝森特 这番表态暗示美方默许7月9日的关税谈判最后期限延后数周。 贝森特当天接受美国有线电视新闻网采访时表示，对于那些在8月1日前未与美国达成贸易协议的国 家，关税税率将恢复到4月宣布的"对等关税"水平。当被问及8月1日是否为最新截止日期时，贝森 特拒绝正面回应，称 "我不会泄露（谈判）策略，如果你想加快速度，那就行动吧"。 据美国阿克西奥斯新闻网站报道，虽然贝森特坚称 ...

【A股市场走势】 7月7日，A股三大指数涨跌不一，收盘时，沪指涨0.02%报3473.13点，深成指跌0.7%报10435.51点，创业板指跌1.21%报2130.19点。全市场成交额12270亿 元，较上日缩量2274亿元。 盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3200只个股上涨。电力、电网股逆势爆发。跨境支付板块走高；特高压、多元金融及房地产开发等板 块涨幅居前。地产股集体反弹。 下跌方面，医药板块全线下跌，重组蛋白、CRO、创新药及生物制品等方向跌幅居前；机器人板块震荡走弱；AIPC、AI手机板块走弱。（出处：《一文看 市|A股震荡整理，创业板指低开低走收跌1.21%，地产股集体反弹》腾讯自选股，7-7，15:08） 【重要信息】 《再接再厉！银行板块整体创历史新高，11只个股同日新高（作者：南深 牛思若 ） 》 | | | 再按再示 | | | | | --- | --- | --- | --- | --- | --- | | | | 银行板块整体创历史新高 | | | | | | | 11只个股同日新昌 | | | | | 证券名称 | 7月4日 收盘价(元) | 7月14日 涨幅 | ...

【环球网报道 记者 赵建东】据日本雅虎新闻网、英国"The London Economic"等媒体报道称，美国总统特朗普近日在接受福克斯新闻采访中， 似乎忘记日本首相石破茂的名字，而称他为"日本先生"。报道称，美国所谓"对等关税"90天暂缓期将于7月9日结束，特朗普政府此时正处紧张 时刻。 《日经亚洲》援引学者的话分析称，特朗普对日本的无知令人恼火。当然，石破茂似乎也发现，特朗普根本就不在乎他的名字。 日本首相石破茂曾在多个场合表示，日本要的是美方全面取消加征的关税，不接受类似英国与美国达成的附带汽车出口配额的协议，也不接受 10%的所谓"基准关税"。 英媒称，特朗普此前说将向其他国家领导人致信，阐述美方关税要求，但他似乎不知道该把这封有关日本的信寄给谁。特朗普在接受福克斯新 闻采访中称，他将给"日本先生"寄信，而他指的是日本首相石破茂。 "我要寄信了，贸易谈判就此终结。我可以给日本发一封"，特朗普还想象着信上的内容向主持人口述称："亲爱的日本先生，事情是这样的。你 将为你们的汽车支付25%的关税。" 法新社称，7月9日是美国暂缓执行"对等关税"的最后期限，在此背景下，日本正寻求与美国就贸易问题进行谈判。报道 ...

Core Points - The Indian government has set "red lines" in trade negotiations with the U.S. regarding genetically modified crops, dairy products, and the automotive industry, indicating a cautious approach due to increasing political pressure [1][2] - The outcome of these negotiations will determine whether India faces a 26% tariff from the U.S., which could significantly impact India's exports and economy [1] - India has communicated its unwillingness to allow U.S. exports of genetically modified crops and to open its dairy and automotive sectors to U.S. competition [2] Group 1: Negotiation Stance - The Indian government, led by Commerce Minister Piyush Goyal, emphasizes that trade negotiations will prioritize national interests and will not be bound by deadlines [1] - India's Finance Minister Nirmala Sitharaman has stated that agriculture and dairy are critical red lines in the trade talks, asserting that the government will not compromise the status of domestic farmers [1][3] Group 2: Domestic Political Pressure - There is significant domestic political pressure on the Indian government from opposition parties and farmer groups, warning against excessive concessions to the U.S. [3] - Farmers, who are a key voter base for Modi's party, are concerned that genetically modified crops could harm their livelihoods, with warnings from farmer group representatives about the economic impact [3] - The opposition party, Congress, expresses skepticism about the government's ability to resist U.S. demands, with leaders predicting that Modi will yield to U.S. tariff deadlines [3]

Core Viewpoint - China has reiterated its stance against tariff increases, emphasizing that trade wars and tariff battles yield no winners and that protectionism is not a viable solution [1][2]. Group 1: China's Position on Tariffs - China has consistently opposed tariff wars and the use of tariffs as tools for coercion, stating that arbitrary tariff increases do not benefit any party involved [2]. - The BRICS mechanism is highlighted as an important platform for cooperation among emerging markets and developing countries, promoting openness and inclusivity without targeting any specific nation [1][2]. Group 2: U.S. Tariff Developments - The U.S. is approaching a deadline for tariff negotiations set for July 9, with President Trump indicating that a combination of letters and agreements will be sent out to various countries [3][4]. - Trump confirmed that the related tariffs are set to take effect on August 1, with potential letters involving different amounts and wording for various economies [4]. - The U.S. has proposed significant "reciprocal tariffs" on allies, with rates as high as 25% for some countries and even higher for Southeast Asian nations [5]. Group 3: Legal and Regulatory Context - The U.S. International Trade Court has ruled that the International Emergency Economic Powers Act (IEEPA) does not grant the President unlimited authority to impose tariffs, leading to questions about the legality of unilateral tariff notifications [7][8]. - Legal experts suggest that unilateral tariff imposition may violate international law and could be challenged in the World Trade Organization (WTO) [8].

Core Viewpoint - The article discusses the impending implementation of new tariffs by the U.S. government, with a focus on the potential economic impacts and the ongoing trade negotiations with various countries [1][4]. Group 1: Tariff Implementation and Negotiations - U.S. Treasury Secretary Mnuchin announced that President Trump will send letters to trade partners regarding planned tariff rates, with a deadline for negotiations extended to August 1 if no agreement is reached [1][4]. - The new tariffs are expected to range from 10% to 70%, and the U.S. government is focusing on negotiations with 18 major trade partners [5][9]. - The deadline of July 9 for reaching agreements has been emphasized as critical, with the potential for tariffs to revert to levels established on April 2 if no agreements are made [5][8]. Group 2: Market and Economic Impact - The potential for tariffs to remain unchanged could lead to a 1.5% decline in economic growth, which the stock market has not yet fully priced in [1][6]. - Current market sentiment is uncertain, with expectations that the tariff suspension will either be extended or a base rate of 10% will be implemented [7][8]. - The actual economic impact of tariffs may have a lag effect, as importers are currently absorbing costs without passing them on to consumers, which could lead to an increase in inflation from 2.4% to 3.1% over the next 12 months [8][9]. Group 3: International Trade Relations - India has taken a hard stance, indicating it will impose retaliatory tariffs on U.S. goods, while South Korea is seeking to extend negotiation timelines [9]. - The European Union is engaged in ongoing negotiations with the U.S., with significant trade implications for the EU economy, particularly given the high tariffs on key exports [9].

Group 1 - The core viewpoint of the article highlights the intensifying trade conflict initiated by the U.S., with President Trump planning to notify over 170 countries about impending tariffs, indicating a shift towards a more aggressive trade stance [1][3][10] - The U.S. has only successfully negotiated agreements with the UK and Vietnam, with both countries accepting tariffs of 10% and 20% respectively, showcasing the slow progress in negotiations with other nations [1][3] - Trump’s frustration with the slow negotiation process has led him to opt for a direct communication method, sending approximately 10 letters daily to inform countries of their respective tariff rates [1][3] Group 2 - The potential tariff rates for countries could range from 20% to 30%, with Japan facing threats of 30% to 35% tariffs due to stalled negotiations on key issues like rice and automobiles [3][7] - The European Union has taken a hardline stance, demanding the U.S. lift existing tariffs before any agreements can be made, while also preparing for potential retaliatory measures [3][10] - The passage of the "Big and Beautiful Act" has emboldened Trump’s tariff policies, as it aims to fill the fiscal gap created by tax cuts and increased government spending through tariff revenues [4][5][7] Group 3 - The U.S. has made recent moves to ease restrictions on exports to China, indicating a potential de-escalation in the trade war, contrasting with the aggressive tariff strategy towards other nations [8] - The imposition of tariffs is expected to raise export costs for countries closely trading with the U.S., potentially harming their economic growth and employment [10] - While tariffs may temporarily boost U.S. fiscal revenues, they could lead to higher consumer prices and inflation in the long run, negatively impacting American consumers [10]