Group 1 - The EU plans to impose retaliatory tariffs on a range of US products, including civilian aircraft, automobiles, medical devices, agricultural products, and alcoholic beverages, if ongoing trade negotiations fail [1][2] - The EU has initiated a public consultation regarding countermeasures against US imports valued at €95 billion (approximately $107.4 billion), which will be implemented if no trade agreement is reached with Washington [1] - The list of products for potential tariffs includes hundreds of agricultural and industrial items, with previously excluded products like bourbon whiskey now included [1] Group 2 - The EU is seeking to negotiate an agreement to avoid a 20% "reciprocal tariff" on all US goods imported into the EU, while also facing a 25% tariff on all imported cars from the US [2] - The EU Commission has stated that the US tariffs violate fundamental World Trade Organization (WTO) rules, emphasizing the importance of adhering to international trade agreements [2] - The EU is preparing for various outcomes while remaining committed to negotiating a solution with the US, as highlighted by the EU Commission President's remarks on the negative impact of US tariff policies on the global economy [2]

消息人士：特朗普团队的贸易谈判优先名单包括日本、韩国和越南等国家，它们都是美国的主要进口来 源国，也是特朗普希望减少贸易逆差的国家。还包括斐济、莱索托和毛里求斯等相对次要的合作伙伴。 ...

消息人士：美国为大小经济体制定贸易谈判优先名单，特朗普团队的名单包括约20个经济体。 ...

瑞士与美国举行建设性贸易谈判，希望紧随英国之后达成协议 金十数据5月9日讯，周五，瑞士方面表示，他们与美国官员举行了"建设性"贸易谈判，并希望很快效仿 英国，与特朗普政府签署一项协议。在日内瓦与美国财长贝森特和贸易代表贾格里尔会面后，瑞士联邦 主席凯勒-祖特尔表示，瑞士可能是下一个与美国就关税达成协议的国家。此前，特朗普威胁要对瑞士 出口到美国的商品征收31%的关税，理由是瑞士对美国存在巨大的商品贸易逆差。但祖特尔在谈判时的 主要论点是，如果把服务业考虑在内，赤字就会被抵消。 ...

每经编辑｜张锦河 北京时间5月9日晚，美股开盘，三大指数集体上涨。截至发稿前，道指上涨0.04%，纳指上涨0.35%，标普500指数上涨0.17%。 大型科技股涨跌不一，特斯拉上涨6.58%，一度涨超7%，至2月26日以来最高水平。苹果、微软、亚马逊微涨，英伟达、谷歌、Meta下跌。 | 199.225 苹果 | | +0.88% | 1.73 | | --- | --- | --- | --- | | US AAPL - - - 198.750 盘前 | | 0.64% | 1.26 | | 特斯拉 | 303.560 +6.58% 18.74 | | | | US TSLA 290.210 盘前 | | 1.89% | 5.39 | | 597.318 Meta | | -0.12% | -0.69 | | US META 603.020 图前 | | 0.84% | 5.01 | | 438.285 微软 | | +0.03% | 0.11 | | US MSFT 440.570 園前 | | 0.55% | 2.40 | | 亚马逊 192.894 +0.42% | | | 0.81 | | US A ...

Group 1 - The core viewpoint is that the market may be on the verge of a reversal due to record short positions in the US dollar, with potential for a significant rebound if positive news arises from trade negotiations [1] - Speculators have reached the highest net short position against the dollar since the end of 2020, indicating a comprehensive bearish sentiment towards the dollar across both developed and emerging market currencies [1] - Technical analysts warn that such extreme market positioning could trigger a chain reaction if positive news forces short positions to cover, leading to a potential rebound in the dollar [1] Group 2 - A significant rebound in the dollar would have profound implications for global markets, particularly impacting emerging market currencies and commodities, with gold likely facing notable corrections [2] - Gold's high return/risk ratio makes it susceptible to cyclical declines, especially in the context of a strong dollar rebound [2]

Group 1 - The European Union (EU) aims to enhance deterrence against the US by increasing retaliatory measures, hoping to compel the US to take EU demands seriously and initiate formal negotiations [1][2] - The EU Commission announced plans to file a lawsuit with the World Trade Organization regarding US tariff policies and is considering potential countermeasures on US imports worth €95 billion [1][2] - The EU's retaliatory measures reflect its basic stance on the tariff issue, indicating a desire for mutual compromise, including potential increases in imports of US agricultural products and energy [1][2] Group 2 - Despite the EU's willingness to negotiate, significant differences remain between the US and EU regarding tariff issues, with the US not prioritizing the resolution of these relations [2] - The EU has officially initiated a consultation process regarding the €95 billion retaliatory measures, which will take one month to complete, focusing on which US products will face retaliatory tariffs [3] - The complexity of internal EU interests may affect the response to US countermeasures, potentially impacting trade cooperation and causing losses for EU member states [3]

白宫贸易顾问纳瓦罗：欧盟在贸易谈判中的优先级别非常高。 ...

2025.05. 09 本文字数：2095，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 当地时间8月，欧盟委员会（下称"欧委会"）就对美国关税反制措施的产品清单展开公众咨询。 欧委会拿出了一份价值950亿欧元的进口产品清单和一份价值44亿欧元的欧盟对美出口产品清单，其 中包括可能被征收出口关税的废金属(废钢和化学品)。不过欧委会此次没有列出可能的关税水平。 据第一财经记者梳理，该清单涉及美国对欧洲出口的葡萄酒、波本酒和其他烈酒、鱼类、飞机、汽车 和汽车零部件、化学品、电气设备、保健产品和机械等产品。欧盟没有将医药产品或半导体产品列入 清单。 欧委会还表示，将准备就美国开征的所谓"对等关税"和汽车关税向世界贸易组织（WTO）提出磋商 请求，认为这些关税公然违反WTO基本原则。 欧委会主席冯德莱恩表示："关税已经对全球经济产生了负面影响。欧盟将一如既往地致力于通过谈 判与美国取得成果。我们相信，为了大西洋两岸消费者和企业的利益，可以达成很好的协议。同时， 我们将继续为各种可能性做好准备，今天启动的磋商将有助于指导我们开展这项必要的工作。" 目前正在法国调研的对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博 ...

Core Points - European Commission President Ursula von der Leyen indicated a willingness to visit the U.S. for trade discussions if a concrete trade proposal is presented [1] - Von der Leyen emphasized the need for a specific and mutually agreeable solution before any meeting with President Trump [1] - The European Commission announced potential additional tariffs on U.S. exports worth €95 billion if trade negotiations do not yield satisfactory results [1] - Von der Leyen expressed a preference for resolving issues through negotiations to avoid tariff escalation, while also preparing countermeasures if necessary [1]