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]

欧委会将在6月底或7月初对答复进行审核，并制定最终的产品清单。 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。 8日，欧委会的声明表示，此次公布清单是为了进行公开咨询，"如果欧盟与美国正在进行的谈判不能取得互利的 结果并取消美国的关税，欧盟可能会对这些产品采取反制措施。" 欧盟解释，自美国征收不合理的有害关税（unjustified and harmful tariffs）以来，欧盟一直优先考虑通过谈判，包 括在美国宣布的90天部分暂停关税的框架内，找到一个互利和平衡的解决 ...

消息人士：在贸易谈判中，印度要求美国免除所有当前和未来的关税。印度提议在潜在贸易协议下，将 与美国的关税差距从接近13%缩减至不足4%。 ...

Core Viewpoints - The report suggests that the recent US-UK trade agreement may not be replicable with other countries, advising investors to reduce their holdings in US stocks [2][3][4]. Market Performance - The Hong Kong stock market has seen a six-day rise, with the Hang Seng Index opening at 22,589 points and closing at 22,775 points, up 84 points or 0.4%. The trading volume decreased by 22.6% to HKD 185.9 billion [2]. - Northbound trading recorded a net outflow of HKD 2.385 billion, a reduction of 69.7% compared to previous days. The most bought stocks were China Construction Bank, Chifeng Jilong Gold Mining, and Meituan, while Tencent, Pop Mart, and Xiaomi saw the most selling [2]. Industry Performance - Among the 12 Hang Seng Composite Index sectors, six rose and six fell. The leading sectors were Information Technology, Consumer Discretionary, and Healthcare, with increases ranging from 0.52% to 1.08%. The lagging sectors included Materials, Real Estate & Construction, and Industrials, with declines between 0.26% and 1.15% [2]. Company Analysis: Apple Inc. - Apple reported Q2 revenue of USD 95.4 billion, a 5.1% year-on-year increase, surpassing market expectations. Product revenue exceeded expectations by 1.3%, while service revenue fell short by 0.3%. The growth was driven by iPhone, Mac, iPad, and software services, despite a decline in wearables and other hardware [5]. - Operating profit reached USD 29.6 billion, up 6.1% year-on-year, and net profit was USD 24.8 billion, a 4.8% increase [5]. - iPhone revenue was USD 46.8 billion, with a 1.9% year-on-year growth and a 10.1% increase in shipment volume, attributed to the launch of the iPhone 16e and preemptive purchases due to tariff expectations. However, the average selling price dropped by 7.4% to around USD 809 [5]. - The Greater China region saw a revenue decline of 2.3% due to competitive pressures, while the Americas accounted for 42.3% of revenue, growing by 8.2% [5]. Future Outlook - The company anticipates revenue growth of 0-5% for the next quarter, facing challenges from tariff pressures, intensified competition in China, rising hardware costs, and increased AI R&D investments. The demand for wearables remains weak, and software service revenue growth is slowing [6]. - The report highlights potential risks including tariff uncertainties, rising costs from supply chain shifts, and insufficient product growth momentum [6].