美元继续走强 金银趔趄回荡 周一美元指数以97.85点开盘，最高上试98.13点，最低下探97.75点，报收98.08点，上涨240点，涨幅0.25%，振幅0.39%，日K线呈震荡反弹小阳线，创两 周新高。 周一Wellxin贵金指数（金银钯铂）以7034.45点开盘，最高上试7121.41点，最低下探6941.20点，报收6963.68点，下跌72.64.85点，跌幅1.03%，振幅 2.56，日K线呈冲高回落小阴线。 周一国际现货银价下跌0.67%，报收38.13美元；现货铂金价格下跌2.8%，报收1360.10美元；现货钯金价格下跌2.78%，报收1182.25美元。 美元突破月线反压继续反弹，创两周新高，商品与贵金属市场全面承压。贵金属中，商品属性越强的品种，下跌幅度越大，体现了美元金融属性与商品市 场之间的正常关系。但美元与贵金属各品种中期运行趋势，尚未受到根本影响。 CPI今晚登场如何搅局？ 2025年07月15日 威尔鑫投资咨询研究中心 （文） 首席分析师 杨易君 来源：杨易君黄金与金融投资 周一国际现货金价以3355.41美元开盘，最高上试3374.63美元，最低下探3340.92美元，报收3 ...

Core Viewpoint - The article highlights the strong stance of Germany's Vice Chancellor and Finance Minister Lars Klingbeil against the escalating trade protectionism from the United States, indicating that the EU will take "decisive" measures in response to failed negotiations [1][3]. Group 1: EU's Response to US Trade Policies - The EU has extended an olive branch for negotiations but will not accept unilateral pressure from the US [3]. - Klingbeil warns of "decisive countermeasures," emphasizing that the EU will not tolerate being in a weak or passive position during tariff negotiations [3][6]. - The EU's response is framed as a necessary action to maintain the stability of the multilateral trade system against US unilateralism [3][6]. Group 2: Economic Implications - The trade conflict is not just a matter of numbers and tariffs but reflects deeper economic hegemony and strategic competition [3][6]. - An escalation of the trade war could lead to higher costs and uncertainties for businesses and consumers on both sides, potentially destabilizing global supply chains [4]. - The EU's financial and market strength may not fully shield it from the negative impacts of trade tensions [4]. Group 3: Strategic Choices and Future Outlook - The EU's shift towards a more aggressive stance indicates a need to actively defend its economic interests rather than relying solely on dialogue and compromise [6][8]. - The trade policies of the US and EU will significantly influence global supply chains and market confidence, with any concessions or hardline stances likely to trigger chain reactions [6][8]. - The article suggests that the EU's "decisive countermeasures" could compel the US to reconsider the costs of its unilateral actions, potentially leading to renewed negotiations [8].

据环球时报报道，欧盟近期在预算提案中删除数字税选项，美国却宣布8月1日起对欧盟产品加征30%关 税。这记关税大棒落下前，欧盟已做出不少让步。为与美国达成协议，欧盟明确表示在数字税方面让 步，甚至考虑放弃。要知道，欧盟互联网企业多为美国公司，取消数字税相当于直接向美国妥协。 欧盟官员曾自信认为，让利后特朗普不会再为难，关税协议很快能达成，马克龙也期待一份更公平的协 议。可现实是，公平协议没等来，30%的关税威胁先到了。特朗普不仅加征关税，还在社交媒体放话， 要求欧盟无条件开放市场，不能有任何异议。若欧盟反制，美国会在30%关税基础上进一步加码。这意 味着，30%只是起步，欧盟要么任其拿捏，要么面临更重税负。 特朗普（资料图） 欧盟如今的处境，与其自身的判断失误不无关系。此前，欧盟取消与中国高层的商务会谈，面对中国对 白兰地反倾销的确认，欧盟及马克龙还表态要对中国更强硬，选择站队美国一起对付中国。却忘了特朗 普早说过，欧盟比中国更让他不爽。在特朗普眼中，盟友不过是可利用的棋子，利益至上才是根本。当 下的欧盟腹背受敌。前方有俄乌冲突持续消耗，背后要应对中国产业升级带来的竞争，现在又被美国用 关税收割。 大众汽车已曝 ...

特朗普威胁对22个国家加征关税后，许多国家开始寻求和解。然而，首个真正与美国对抗的领导人终于 出现——一位80岁的老人挺身而出，带头反击。 ——·80岁总统硬钢美国·—— ——·前言·—— 2025年7月，特朗普再次在全球贸易领域掀起风暴。7月7日和9日，他相继对22个国家实施新一轮关税， 其中包括日本、韩国以及多个东南亚国家。特别是巴西，成为他这次关税政策的重点，关税被提升至惊 人的50%。这使得巴西成为这次关税风暴中的头号目标。日韩的关税上调25%，柬埔寨和泰国则遭遇高 达36%的税收。 而就在各国纷纷忙着寻求妥协时，巴西总统卢拉，一位曾经历过监禁却始终保持坚定信念的政治家，毫 不退缩地发声。7月9日，他公开表示：巴西绝不允许任何国家对其施加控制！面对特朗普的关税威胁， 卢拉高调宣布将依据巴西的《商业互惠法》进行强力反击。这一举动让全球哗然，卢拉用实际行动告诉 世界：在面对霸权主义时，骨气远胜妥协。事实上，卢拉早在不久前的金砖峰会上就曾直言不讳地讽刺 特朗普：世界已经发生了巨大变化，现在的世界不再需要一个"皇帝"来主宰一切！ ——·巴西反击·—— 特朗普或许以为，50%的关税足以让巴西屈服，然而他错了。卢 ...

【环球时报综合报道】"强劲的出口提振了中国经济，中国经济增长速度预计将超过政府设定的目标。"美国彭博社14日称。中国海关总署当天发布的数据显 示，今年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长2.9%，创历史同期新高。其中出口13万亿元，增长7.2%；进口8.79万亿元，下降 2.7%。日本《朝日新闻》称，中美贸易战在今年4月激化，美国对中国商品加征的关税税率一度高达145%，中国对美出口连续3个月同比下降，但中国通过 拓展其他市场，依然实现了出口增长。同期，中国对东盟、欧盟、韩国、日本等国家和地区的进出口都实现了增长。《华尔街日报》称，中美5月会谈后达 成关税休战协议，贸易紧张局势缓和，中国6月份的出口增长速度加快，超出市场预期。15日，中国国家统计局将发布另一项重要数据：2025年上半年国内 生产总值（GDP）数据。彭博社等多家外媒认为，出口增速加快，进口增长恢复，国内消费提振，这一系列积极信号有助于中国实现2025年GDP增长"5%左 右"的预定目标。 数据显示，东盟继续稳居我国第一大贸易伙伴地位。今年上半年，中国对东盟进出口总值为3.67万亿元，同比增长9.6%。在日前召开的中国—东盟 ...

Group 1 - The ASEAN Foreign Ministers' Meeting was held in Kuala Lumpur, with foreign ministers from countries including China, the US, and Russia in attendance, highlighting China's proactive stance in multilateral settings [1] - The US has recently increased tariffs on certain Brazilian goods, with rates doubling to 50%, prompting Brazil to respond with equivalent measures against US products [3] - China has indicated plans to impose a 50% tariff on US copper imports if the US continues unreasonable restrictions, emphasizing opposition to politicizing trade issues and the concept of national security [3] Group 2 - Chinese Foreign Minister Wang Yi emphasized China's role as a reliable partner for ASEAN and proposed four key suggestions for regional security, including a commitment to a comprehensive security perspective and dialogue to resolve differences [3] - China expressed willingness to sign the Southeast Asia Nuclear-Weapon-Free Zone Treaty Protocol, placing the issue of regional denuclearization in the international spotlight [3] - The international community views the trajectory of US-China relations as pivotal for global dynamics, with concerns that US unilateral sanctions and pressure could exacerbate tensions [7]

据新华社报道，欧盟委员会负责贸易和经济安全等事务的委员谢夫乔维奇14日表示，如果美欧贸易谈判 失败，欧盟准备对价值720亿欧元（约合840亿美元）的美国进口商品征收额外反制关税。就在欧盟与美 国努力达成贸易协议之际，美国总统特朗普12日宣布，自8月1日起将对欧盟的进口商品征收30%的关 税。欧盟成员国部长于14日在布鲁塞尔召开会议，讨论如何回应特朗普最新表态，并准备反制措施。主 持会议的欧盟轮值主席国丹麦外交大臣拉斯穆森在会后的新闻发布会上表示，欧盟成员国认为美国的关 税威胁"绝对不可接受"。他强调："我们希望达成一项公平的协议。但如果我们遭遇不公平的关税，我 们就应做好反制准备。" ...

据央视新闻报道，当地时间7月10日，美国总统特朗普表示计划对几乎所有尚未加征关税的贸易伙伴征 收15%或20%的统一关税。这一消息瞬间在国际社会掀起波澜，而在此之前，特朗普的关税大棒早已四 处挥舞，其中巴西的强硬回击尤为引人注目，成为首个退回美国关税信函的国家。 当地时间7月9日，特朗普通过其社交媒体平台"真实社交"发布了致巴西总统卢拉的信。信中言辞激烈， 指责巴西联邦最高法院对前总统博索纳罗进行"政治迫害"。博索纳罗与特朗普在两人担任总统期间关系 密切，目前博索纳罗在巴西面临审判。特朗普还以巴西"攻击自由选举和美国人言论自由的基本权利"等 为由，宣布美国将从8月1日起对巴西所有输美产品征收50%的关税，这一税率是目前他宣布对各国加征 关税中的最高值 。 巴西总统卢拉（资料图） 而从国际舆论来看，众多分析认为特朗普的关税政策缺乏合理依据。美国Axios新闻网称，特朗普正试 图利用美国的经济实力来影响另一个国家的内政，为他的盟友谋取利益。英国《卫报》评论称，特朗普 对巴西的关税可能有助于卢拉明年连任，因为博索纳罗家族的行为可能被解读为"不爱国、反巴西" 。 特朗普（资料图） 特朗普在信中声称，巴西的"关税、非关 ...

Core Viewpoint - The Trump administration's proposed 100% tariff on Chinese-manufactured cranes has faced strong opposition from the U.S. port industry, which argues that such measures would hinder development opportunities and impose significant costs on American ports [1][4]. Industry Impact - Approximately 80% of the cranes used in U.S. ports are manufactured in China, with ZPMC holding a dominant market share. The price of a Chinese crane is around $15 million, significantly lower than competitors by several million dollars [2][5]. - The U.S. port operators are urgently requesting the government to delay the tariff implementation, as it could lead to tens of millions of dollars in additional costs for equipment updates, which would ultimately be borne by U.S. stakeholders [1][7]. Government Actions - The tariff discussions began in May, with the U.S. Trade Representative's office holding a tense hearing on imposing tariffs ranging from 20% to 100% on various types of unloading equipment. Despite industry objections, the government has decided to proceed with the controversial policy [4][9]. - There are currently no domestic manufacturers of cranes in the U.S., and only three global companies can produce the required equipment, with European manufacturers unable to meet U.S. demand in the short term [5][7]. Long-term Consequences - The proposed tariffs, combined with existing 25% tariffs from the Biden administration, could exacerbate vulnerabilities in the U.S. port supply chain and negatively impact the competitiveness of U.S. ports globally [7][9]. - The U.S. government's approach to impose tariffs on Chinese cranes and high port fees on Chinese vessels reflects a broader strategy to revive domestic manufacturing, but it may ultimately harm U.S. interests by limiting access to essential equipment [9][10]. Market Dynamics - The rise of Chinese manufacturing is attributed to years of technological accumulation, management innovation, and market expansion, rather than unfair competition. The U.S. government's attempts to reverse market choices through administrative means are seen as unrealistic [10][12]. - The protectionist policies may lead to delays in port equipment upgrades, affecting operational efficiency and increasing logistics costs, which could diminish the price competitiveness of U.S. exports [12].

Group 1 - The strategic partnership between Saudi Arabia and China is deepening, focusing on enhancing bilateral economic relations amidst complex global geopolitical and trade dynamics [2][5] - The chairman of the Saudi-Chinese Business Council emphasizes the importance of cooperation in mining, manufacturing, and advanced technology sectors, aligning with Saudi Arabia's industrialization goals [3][8] - The need for multilateral cooperation is highlighted as a response to rising protectionism and globalization challenges, with both countries committed to a win-win development approach [5][8] Group 2 - Saudi Arabia's Vision 2030 aims to diversify its economy away from oil dependency, promoting sustainable development and encouraging private sector investment in renewable energy [9] - The potential for collaboration in clean energy is significant, leveraging Saudi Arabia's renewable resources and China's advanced technology in the sector [9] - Financial technology development is seen as a key area for enhancing bilateral trade and investment, with both countries recognizing the importance of digital solutions and payment systems [9]