法国工业部长：法国和欧盟关于美国关税的目标是缓和紧张局势。 ...

澳洲联储：尽管美国关税的最终范围及其他国家的政策应对尚未确定，金融市场的价格已出现反弹，市 场普遍预期最极端的结果可能会被避免。 ...

泰国财政部长：正在制定应对美国关税的备选方案。 ...

日本财务大臣加藤胜信：将采取必要措施帮助产业应对美国关税，同时与其他相关机构保持沟通。 ...

【解读】基金经理解读有色板块投资机会 中国基金报记者 张燕北 孙晓辉 有色金属板块近期涨幅领先市场，各类金属亦相继 " 起舞 " 。 继黄金、白银、铂金等贵金属价格 " 狂飙 " 后， " 铜博士 " 也迎来爆发式行情。本周国际 铜价突破三个月新高，伦敦金属交易所（ LME ）铜期货价格一度升破每吨 10000 美元，创 三个月新高。 二级市场方面，受商品铜价飙升催化，有色金属板块接连几周涨幅领先市场。 业内机构表示，伦敦铜价再度逼近年内高位，主因是交易商们持续将铜运往美国，试图在特 朗普上调关税的最后期限到来前备货。尽管本周铜价自高位有所回调，但当前支撑铜价的一 些基本面因素仍然存在。随着全球经济复苏的推进，有色金属的需求有望持续增长。 短期催化与宏观周期因素 驱动有色 " 起舞 " Wind 数据显示，有色金属指数近一个月涨幅达 8.74% ，在 31 个申万行业指数中位列第 二。 在业内机构看来，有色金属板块近期的上涨，既有短期催化，也有宏观周期因素的推动。 华 夏基金 认为， 直接的催化是商品铜价格飙升 。本周 LME 铜库存降至 9 万吨，创 2023 年 8 月以来 22 个月新低，导致铜价逼仓式 ...

欧洲央行管委维勒鲁瓦：我没有看到美国关税带来的通胀影响。 ...

Group 1 - The European Central Bank (ECB) is closely monitoring the volatility of foreign exchange rates [1] - The risk of inflation being lower than expected is increasing [1] - A stronger euro may exacerbate the risk of inflation being below expectations [1] Group 2 - U.S. tariffs are not expected to have an impact on inflation [1] - The ECB is currently in a good position regarding interest rates and inflation [1] - The ECB must remain pragmatic and flexible amid global uncertainties [1]

Economic Outlook - Thailand's economic growth forecast for 2025 has been revised down to a range of 1.5% to 2% due to political instability and uncertainty affecting domestic economic drivers, particularly exports and government budget spending [1] - The World Bank has lowered its GDP growth forecast for Thailand in 2025 by 1.1%, now predicting a growth rate of only 1.8% due to global economic uncertainties leading to domestic economic weakness [1] - The Thai Commercial Bank's Economic Information Center has also reduced its growth forecast for 2026 to 1.4%, attributing the decline to trade tensions, changes in US policy, domestic economic vulnerabilities, and limited fiscal space [1] Trade and Exports - Despite a 14.9% increase in exports in the first five months of the year, this growth is primarily attributed to a surge in imports before the expiration of a 90-day tariff suspension by the US [2] - If the US imposes a 10% tariff, Thailand's economic growth rate may stabilize around 2%, but an increase to 18% could reduce the growth rate to approximately 1.5% [2] - The Thai Chamber of Commerce predicts that exports may shrink by over 10% in the second half of the year, potentially leading to near-zero growth for the entire year of 2025, which would directly impact manufacturing and employment [2] Political Stability and Investment - The ongoing political uncertainty, particularly with the suspension of Prime Minister Petongtarn, raises concerns about the stability of the current ruling coalition and the potential for government collapse before the next budget is passed [1] - Foreign investors have been net sellers of Thai stocks for nine consecutive months, with a total sell-off of $3.9 billion, reflecting concerns over the political outlook [2] - The performance of the Thai economy in the second half of the year will depend on several variables, including US Federal Reserve monetary policy, a rebound in tourism, and the speed of domestic budget spending [3]

新加坡称美国关税可能持续到特朗普政府任期结束后。 ...

日本央行审议委员高田创：美国关税尚未阻碍日本企业的积极表现，但存在可能出现波折的风险，因此 希望密切关注相关发展。 ...