2025.05. 07 本文字数：1775，阅读时长大约3分钟 作者 | 第一财经 冯迪凡 据熟悉内情的人士透露，如果正在进行的美欧贸易谈判未能取得令欧盟满意的结果，欧盟计划对约 1000亿欧元（约合1130亿美元）的美国商品征收额外关税。 据央视报道，当地时间6日，欧盟贸易专员谢夫乔维奇表示，在美国总统特朗普宣布的90天暂停期 间，欧盟将对美国对欧盟产品征收大量关税制定反制措施，并将考虑所有选项。他表示，欧盟并不软 弱，也不接受来自美国不公平协议的压力。 据悉，欧盟拟议的反制措施最早将在7日与欧盟各个成员国分享，并在最终确定清单之前，进行为期 一个月的磋商，期间清单上的产品可能发生变化。 对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经记者表示，此 次欧盟仍然在使用钳制策略，从目前披露的各种信息综合研判，美欧之间谈判进展推进速度有限。 德国柏林自由大学现代中国学院客座研究员、对外经济贸易大学区域国别研究院中德经贸研究中心主 任史世伟对第一财经记者表示，一方面欧盟不会对美屈服，一方面欧盟也重视美国市场。 来源： 新华社 "这些进口税毫无道理" 目前，欧盟27国面临美国对钢铁、铝和汽 ...

美国财长贝森特：部分贸易谈判已"相当深入"，接近达成原则性协议。 ...

如果贸易谈判失败，欧盟可能会对美国制造的汽车征收关税。 ...

市场消息：如果与美国的贸易谈判失败，欧盟将执行新的关税。 ...

贸易谈判迎来曙光，黄金跳水70美元，方向再迎切换？金十研究员高阳正在直播分析，点击进入直播间 相关链接 ...

法国总统马克龙：（谈贸易谈判）如果贸易协议保护我们的生产商，我们就支持贸易协议。 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight market trends across various sectors, including domestic and international commodity futures, financial markets, and macro - economic news. It shows that market movements are influenced by factors such as trade policies, central bank decisions, and supply - demand dynamics. Summary by Category Overnight Market Trends - Domestic commodity futures night - session mostly rose, with energy - chemicals generally up (e.g., asphalt up 2.42%, PTA up 2.11%), black - series mixed, agricultural products mixed, base metals mixed, and precious metals up (e.g., COMEX gold up 3.60%) [2][55] - International oil prices soared, with WTI up 3.27% and Brent up 3.01%, due to digested OPEC+增产预期 and API inventory decline [3][58] - London base metals mostly rose, affected by global economic policy and supply - demand adjustments [3][58] - CBOT agricultural futures mostly rose, except for soybeans down 0.48% [6][59] Macro - economic News - April's Caixin China manufacturing PMI was 50.4, down 0.8 points from last month, and services PMI fell 1.2 points to 50.7 [8] - The global manufacturing PMI in April was 49.1%, down 0.5 points from last month, indicating increased global economic downward pressure [8] - The US trade deficit in March widened 14% to a record $1405 billion [13][42] Energy and Chemical Futures - Saudi Arabia's price - war strategy may be less effective due to global economic deterioration [15] - Chinese domestic photovoltaic glass kiln capacity increased, reaching 125650 tons per day [18] - Kazakhstan is committed to OPEC+ agreements [19] - The EU plans to stop Russian gas imports by 2027 [19] Metal Futures - SMM seven - region zinc ingot inventory increased to 8.41 tons as of May 6 [21] - Australian lithium concentrate shipments to China rose in late April, and May shipments are expected to be 32 - 38 tons [21] Black - series Futures - Australian and Brazilian major port iron ore inventories reached 1316.8 tons from April 28 - May 4, up 58 tons [23] Agricultural Futures - China's soybean imports are expected to be 1200 tons in May and 1100 tons in June, improving domestic supply [26] - US soybean crushing profit was $2.16 per bushel as of May 2, down 5.3% from a week ago [26] - Malaysian palm oil production increased in April and early May [26][27] - The global cotton market outlook is pessimistic, with production exceeding consumption [27] Financial Markets A - shares - After the May Day holiday, A - shares rose, with the Shanghai Composite Index up 1.13%, and over 4900 stocks rising [33] - Some A - share companies were put under risk warning, and some were investigated for late annual report disclosure [36] - CATL passed the HKEX hearing for a Hong Kong listing [36] Hong Kong Stocks - The Hang Seng Index rose 0.7%, and south - bound capital had a net purchase of HK$134.75 billion [33] Overseas Markets - US stocks fell, European stocks were mixed, and Asia - Pacific stocks were mostly stable [48][49] - Google may be required to sell its advertising platforms, and Tesla's European sales declined [49] - DoorDash will acquire Deliveroo for $38.5 billion [50] Commodity Markets - EU plans to end Russian energy dependence by 2027 [59] - India's central bank gold reserves reached 879.59 tons by March, with a 11.7% share in foreign exchange reserves [59] - US API crude inventory decreased by 449.4 barrels last week [60] Bond Markets - The central bank conducted 4050 billion yuan in reverse repurchases on May 6, with a net withdrawal of 6820 billion yuan [63] - Domestic bond futures mostly fell, and international bond yields showed different trends [63][64] - Global debt reached a record $324 trillion in Q1 2025 [64] - Apple issued $45 billion in bonds [64] Foreign Exchange Markets - The on - shore RMB against the US dollar rose 463 points on May 6, and the future trend depends on Sino - US talks and the dollar [67] - The Hong Kong dollar triggered the strong - side convertibility guarantee twice on May 6, and the HKMA injected HK$127.88 billion [67] - The US dollar index fell 0.53% in New York trading [68] Upcoming Events - Multiple financial and corporate events are scheduled, including central bank rate decisions (Fed, Brazil), company earnings announcements, and a national leader's visit [71]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ 积极的预期正在展现！ 今天早上，美股在隔夜大跌之后，期指迎来了大幅拉升行情。与此同时，人民币亦迎来大幅反弹行情，离岸人民币 兑美元一度大涨近200点，并一举突破7.19，比特币也出现了较为明显的反弹行情。 日经225指数开盘涨0.3%，三菱商事、东京电子涨潮1%。 韩国KOSPI指数涨0.8%。 美国财长贝森特在一份声明中表示："我期待进行富有成效的会谈，我们将努力重新平衡国际经济体系，更好地服务 于美国的利益。" 美国贸易代表格里尔办公室也表示，他在日内瓦期间"还将与中华人民共和国的同行会面，讨论贸易问题"。格里尔 说："根据特朗普总统的指示，我正在与各国进行谈判，重新平衡我们的贸易关系，实现互惠，开拓新市场，并保护 美国的经济和国家安全。" 另外的变量 此外，亦有其他的积极变量出现。 从消息面上看，令到海内外市场集体大涨的主要原因有两个：一是何立峰副总理作为中美经贸中方牵头人，将在访 问瑞士期间，与美方牵头人美国财长贝森特举行会谈。市场倾向于认为，这是一个积极的开始；二是国务院新闻办 公室将于今日上午9时举行新闻发 ...

Group 1 - The core viewpoint of the article highlights the rise of Dalian Commodity Exchange iron ore futures to a near two-week high, driven by the dual benefits of the People's Bank of China lowering interest rates and reserve requirements, alongside trade negotiations [1] Group 2 - The article raises the question of whether iron ore prices can enter a new round of increases due to these favorable conditions [1]

投资者还在关注美联储北京时间周四凌晨将公布的利率决定，交易员们预计决策者将继续按兵不动。虽 然特朗普一直在加大对央行恢复降息的压力，但官员们大多强调需要等待，看看上个月实施的贸易政策 会对经济产生怎样的影响。 这些公告令市场感到乐观。美元兑大多数主要货币汇率有所反弹，令黄金承压。港股开盘大涨，恒指开 涨2.24%，科指开涨2.72%。A股开盘后，上证指数涨1.17%，深证成指涨1.35%，创业板指涨1.91%。 在南亚，巴基斯坦说它击落了五架印度飞机并俘虏了士兵，以报复印度周三早些时候的军事打击。这对 拥有核武器的邻国之间爆发战争的前景通常会利好黄金，尽管在现阶段，贸易谈判的乐观情绪抵消了任 何额外的避险需求。 华侨银行外汇策略师Christopher Wong说："头条新闻有助于稳定市场情绪。"他说，最新贸易消息"有助 于顺周期货币的反弹"，而包括日元、瑞士法郎和黄金多头头寸在内的避险替代品则被平仓。 Global X Management Aus Ltd.的高级投资策略师Billy Leung说，虽然情绪有所改善，但投资者将密切关 注谈判结果的"可信度"。 他说："市场曾经被灼伤过。长期情绪取决于关税言论 ...