Core Viewpoint - The article discusses President Trump's announcement of new tariffs on various countries, emphasizing the need for reciprocal trade relationships and the adjustments in tariff rates for specific nations [1][4]. Group 1: Tariff Announcement - Trump announced a new tariff rate of 25% on imports from Japan and South Korea, effective August 1, citing the need to address trade imbalances [1][4]. - The deadline for negotiations on reciprocal tariffs was extended from July 9 to August 1 [1][4]. Group 2: Specific Tariff Rates - The new tariff rates for various countries include: Malaysia 25%, Indonesia 32%, Thailand 36%, and South Africa 30%, with most rates either unchanged or slightly adjusted from previous announcements [2][3]. - A comparison of the new rates with those announced in April shows that Japan's rate increased from 24% to 25%, while rates for Kazakhstan and Tunisia were reduced [3][4]. Group 3: Negotiation and Trade Relations - Trump expressed that the current trade relationships are not reciprocal and indicated that the 25% tariff is insufficient to correct trade imbalances [1][4]. - There is a possibility of negotiating lower tariffs if countries reconsider their tariff and non-tariff barriers [4]. Group 4: Ongoing Trade Agreements - The Trump administration has reached trade agreements with the UK and Vietnam, while negotiations with the EU are ongoing to maintain the current 10% tariff rate [5]. - A separate measure has been put in place for China, suspending the increase of additional tariffs until August 12 [6].

Core Points - The U.S. is in intense negotiations with major trade partners, including the EU, Canada, India, Japan, and South Korea, with a deadline approaching on July 9 for agreements to avoid higher tariffs starting August 1 [2][6] - The U.S. has only reached trade agreements with the UK and Vietnam, while negotiations with other countries remain ongoing or stalled [2][4] - The U.S. has implemented a baseline tariff of 10% on trade partners during the negotiation period, despite a temporary suspension of the "reciprocal tariffs" initially announced by President Trump [2][4] Trade Agreements - The U.S. and Vietnam have reached a trade agreement where the U.S. will impose a 20% tariff on imports from Vietnam, while Vietnam will not impose tariffs on U.S. goods [4][5] - The agreement with Vietnam includes commitments to eliminate non-tariff barriers and prioritize market access for U.S. agricultural and industrial products [5] - The U.S. has also agreed to lower tariffs on cars imported from the UK to 10% for a quota of 100,000 vehicles, while maintaining a 25% tariff on excess imports [5] Negotiation Status - India is expected to reach a mini trade agreement with the U.S. soon, maintaining a 10% baseline tariff, while the U.S. seeks greater access to Indian markets for industrial goods [6] - The EU is willing to accept a 10% baseline tariff but seeks exemptions for key sectors like pharmaceuticals and aircraft [6] - South Korea is requesting an extension of negotiation time and is advocating for reduced tariffs on its automotive and steel products [7] Challenges and Concerns - Japan's negotiations are stalled, with Prime Minister Kishida unwilling to compromise on key issues, emphasizing Japan's significant investment in the U.S. [8] - Canada is facing challenges due to U.S. dissatisfaction with its digital services tax and is seeking favorable terms in ongoing negotiations [8] - The overall trade environment is characterized by uncertainty, with various countries expressing concerns over the implications of U.S. tariff policies on global trade [3][6]

当地时间7月7日，美国总统特朗普发信函给日韩及南非等14国威胁征税，随后，他又签署行政令，延 长"对等关税"暂缓期至8月1日。据悉，美国股市当日收盘下跌，目前市场担忧正在加剧。有投资者担 心，今年早些时候金融市场暴跌的混乱局面可能重现。南都、N视频此前推出《连线美国机构话关税》 专题报道，多家美国机构纷纷表示对特朗普关税政策的担忧。 美股市7月7日收盘下跌。 当地时间7日，美国总统特朗普宣称，将从8月1日起对来自14个国家的进口产品征收关税：其中日本、 韩国、哈萨克斯坦、马来西亚、突尼斯：25%；波黑、南非：30%；印度尼西亚：32%；孟加拉国、塞 尔维亚：35%；柬埔寨、泰国：36%；老挝、缅甸：40%。 在美国总统特朗普7日向多国发出信函，表示将对进口商品征收新的关税后，美国股市当日收盘下跌。 目前，市场担忧正在加剧。投资者担心，若贸易战再次升温，今年早些时候金融市场暴跌的混乱局面可 能重现。 南都此前报道。 自4月初，南都记者独家连线美国服装与鞋类协会、美国家具家居协会、美国全国婚纱零售商协会以及 美国全国零售商联合会等多家机构，他们纷纷表示对特朗普关税政策的担忧。例如，美国全国零售商联 合会方面向南都 ...

特朗普在与以色列总理内塔尼亚胡会晤时公开表示："要想合作，就必须付出代价。"他强调，美国已经 完成了与部分国家的初步谈判，并即将向其他国家发出正式信函，明确8月1日起需缴纳的具体关税税 率。此举表明，特朗普不仅在政策上保持高压态势，还通过公开施压的方式向全球传递信号：美国不会 轻易妥协。 白宫新闻秘书卡罗琳·莱维特进一步解释称，延长谈判期限是出于美国"最佳利益"的考量。她表示，特 朗普及其贸易团队致力于为美国工人和企业争取更有利的贸易条件，而推迟关税生效时间将为达成更多 协议创造机会。莱维特还透露，美国政府已与印度接近达成协议，未来几天可能公布更多成果。 周二(7月8日)本交易日国际白银日内维持震荡走势，目前银价交投在今日开盘报36.74美元/盎司，最高 触及36.76美元/盎司，最低触及36.64美元/盎司，截止发稿银价报36.77美元/盎司，涨幅0.08%。 【要闻速递】 周一（7月7日），特朗普在华盛顿签署了一项行政命令，宣布将原定于7月9日凌晨生效的"对等关税"推 迟三周，至8月1日。这一决定为美国与其贸易伙伴提供了额外的谈判时间，但特朗普同时明确表示，如 果各国无法在期限内达成令美国满意的贸易协议， ...

关税信息量很大！ 一位欧盟外交官和一位政府官员向美国媒体透露，美国已向欧盟提出一项协议，对所有欧盟商品维持10%的基 准关税，但飞机和烈酒等敏感行业除外。来自欧盟的消息人士周一表示，欧盟不会收到美国提出的提高关税的 信函，并正在考虑豁免美国10%的基准关税。 美国总统特朗普当地时间周一签署行政令，将"对等关税"生效日期从7月9日延至8月1日。日本和韩国的商品将 被征收25%的关税。值得注意的是，这些措施不会与此前宣布的汽车、钢铁和铝等行业关税叠加。对此，日本 首相石破茂表示，由于过去与美国进行的谈判，得以避免关税提高至30%～35%，但美国宣布加征关税令人深 感遗憾。韩国财政部表示，将密切监测美国关税对经济和市场的影响；若出现市场过度波动，将立即果断加以 应对。 截至券商中国记者发稿，7月8日早上，日韩股市比想象中的要强很多，韩国股指更是高开高走，涨幅一度达到 1.5%。显然，市场目前对于美国关税的担心并没有4月份那次强烈。 欧美大消息 据POLITICO报道，来自欧盟的官员透露，美国已向欧盟提出一项协议，对所有欧盟商品维持10%的基准关 税，但飞机和烈酒等敏感行业除外。 美国总统特朗普与欧盟委员会主席乌尔苏 ...

2025.07. 08 【今日推荐】 美总统特朗普宣布对日本、韩国等14 国的关税税率 当地时间7日，美国总统特朗普宣称，将从8月1日起对来自14个国家的进口产品征收关税：日本、韩 国、哈萨克斯坦、马来西亚、尼斯：25%；波黑、南非：30%；印度尼西亚：32%；孟加拉国、塞 尔维亚：35%；柬埔寨、泰国：36%；老挝、缅甸：40%。特朗普警告称，如果日韩两国以提高关 税作为回应，美国也将在25%的基础上再提高同等额度的关税。 特朗普签署行政命令 将"对等关税"暂缓期延长至8 月1日 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。 特朗普：美国将对乌克兰输送更多武器 当地时间7月7日，美国总统特朗普在接待来访的以色列总理内塔尼亚胡于白宫举行的晚宴上表示， 美国将对乌克兰输送更多武器。特朗普还补充说，乌克兰需要实现其自卫。特朗普说："我们将不得 不提供更多武器，主要是防御性武器。" 俄罗斯前交通部长斯塔罗沃伊特自杀身亡 当地时间7日，俄罗斯侦委会确认，当天被解除职务的俄罗斯前交通部长斯塔罗沃伊特自杀身亡。当 天稍早，克里姆林宫官网发布消息称，俄总统普京 ...

观察者网消息，金砖国家的开放合作之声在南美响起之际，美国总统特朗普又挥舞起他的关税"大刀"， 甚至又一次公然向金砖国家发出威胁，这很快引发金砖国家反击。 当地时间7月7日，在金砖国家领导人里约热内卢峰会后，巴西总统卢拉接受采访时猛批特朗普的威胁， 他告诉记者："世界已经变了，我们不需要一个皇帝。"卢拉强调，金砖国家想要从经济角度寻找另一种 全球组织方式，这正是某些人感到不安的原因。 中国外交部发言人毛宁7日下午在例行记者会上应询表示，"关于加征关税，中方已经多次阐明了立场 ——贸易战、关税战没有赢家，保护主义没有出路。" 据路透社报道，在里约热内卢举行的金砖峰会结束时，当记者问及特朗普的关税威胁时，卢拉坚定地表 示："世界已经变了。我们不需要一个皇帝。" 2025年7月7日，巴西里约热内卢，巴西总统卢拉在第17届金砖国家峰会新闻发布会上讲话。视觉中国 卢拉再次表达了他关于全球贸易应当摆脱对美元依赖的看法。 "世界必须找到一种方式，使我们的贸易关系不必非要通过美元来进行。"卢拉在峰会结束后的记者会上 表示。 "当然，我们必须对此采取谨慎负责的态度。我们的中央银行需要与其他国家的中央银行进行讨论，"他 补充道，" ...

Core Viewpoint - The recent extension of the "reciprocal tariffs" by the Trump administration has created a negative sentiment in the non-ferrous metals market, with concerns about trade negotiations and their potential impact on global economic growth and commodity demand [2][4]. Group 1: Market Sentiment and Economic Indicators - The overall sentiment in the non-ferrous metals sector is declining, influenced by macroeconomic factors and the recent tariff threats from the Trump administration [2][4]. - The U.S. non-farm payroll data for June exceeded expectations, indicating a strong labor market, which has led to a rebound in the U.S. dollar index and suppressed risk asset prices [3]. - The market is currently entering a demand off-season, with a noticeable decline in demand for photovoltaic components and household appliances, leading to an accumulation of social inventory for various non-ferrous metals [3][5]. Group 2: Tariff Policy and Trade Negotiations - Trump's tariff threats are affecting non-ferrous metal prices through increased market pessimism and heightened risk aversion [4]. - The ongoing tariff negotiations between the U.S. and its trade partners are critical, as failure to reach agreements could significantly impact exports from related countries and regions [2][4]. - Analysts suggest that the market should closely monitor the economic recovery of major economies, particularly the U.S. and China, as this will influence demand for non-ferrous metals [4][5]. Group 3: Supply and Demand Dynamics - The demand for copper and aluminum is expected to decline as they enter the off-season, with social inventory gradually increasing [3]. - Different non-ferrous metals exhibit varying fundamentals; for instance, zinc prices are pressured by rising processing fees and recovering production, while copper production is declining due to lower processing fees and disruptions in overseas smelting [5]. - The second half of the year may see structural changes in domestic consumption, with potential support from infrastructure investments, despite a slowdown in certain sectors like real estate and household appliances [5].

Group 1 - President Trump announced new tariffs on imports from 14 countries, effective August 1, with rates ranging from 25% to 40% depending on the country [3] - The countries affected include Japan, South Korea, Kazakhstan, Malaysia, Tunisia (25%), Bosnia and Herzegovina, South Africa (30%), Indonesia (32%), Bangladesh, Serbia (35%), Cambodia, Thailand (36%), Laos, Myanmar (40%) [3] - Trump emphasized that the tariffs are aimed at addressing the trade deficit and warned of potential retaliatory tariffs from Japan and South Korea [3] Group 2 - The implementation of "reciprocal tariffs" has been postponed to August 1, extending the previous deadline of July 9 [5] - Negotiations with multiple trade partners have progressed slower than expected, with only agreements reached with the UK and Vietnam, while talks with the EU, Japan, South Korea, and India remain challenging [7] - South Africa is pursuing a more balanced trade relationship with the U.S., while the EU is prepared to reach a principle agreement but will take countermeasures if negotiations fail [7] Group 3 - A White House official clarified that tariffs on specific countries will not be stacked on top of industry tariffs, preventing cumulative tariffs on the same imported products [10] - The global trade monitoring organization noted that Trump's previous executive order established rules against tariff stacking, prioritizing certain tariff mechanisms over others [10]

7月7日美股盘中跳水，美国总统特朗普威胁8月1日起对多国加征关税。 今早最新消息，当地时间7月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。 （原标题：美股突发跳水！特朗普威胁加征关税！） 稍早时候，美国总统特朗普当地时间7月7日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。 美国白宫当地时间7月7日表示，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。 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。 特朗普宣布对印尼等国的关税税率 当地时间7月7日，美国总统特朗普在社交媒体平台上发布了致印度尼西亚、波黑、孟加拉国、塞尔维 亚、柬埔寨、泰国和突尼斯的信件。 特朗 ...