金十数据5月27日讯，Capital.com资深市场分析师哈索恩在一份报告中指出，投资者将美国关税威胁视 为谈判工具而非贸易政策决定，这削弱了其对市场的影响，并推动本周股市上涨。在美国威胁自6月1日 起对欧盟进口商品加征50%关税后，欧洲股市从上周五的跌势中反弹。哈索恩在报告中称："投资者不 再将特朗普的关税威胁视为可信的政策举措，而是视其为讨价还价的策略。" 分析师：美国关税威胁成"纸老虎" 欧股应声反弹 ...

近日，据中国台湾《中国时报》5月24日报道，台积电美国亚利桑那州子公司提交给美国商务部的意见 信内容曝光，在半导体产业引发强烈震动。这封意见信不仅透露出台积电在美国的庞大投资规划，更 以强硬姿态对美国的贸易政策划出红线 ，而与之形成鲜明对比的是台当局在面对美国半导体进口"232 调查"时的态度，两者有着截然不同的表现。 中国台湾《中国时报》深入分析了台积电赴美投资后遭遇的种种问题，如位于亚利桑那的新厂2023年亏 损新台币142.98亿（约32亿人民币），四年累计亏损超新台币394亿元（约12亿美元），而中国大陆南 京厂同年却实现新台币260亿元盈利，鲜明的对比凸显出赴美投资的风险。财经专家阮慕骅指出，台积 电大举赴美带来资金排挤效应、技术外流以及供应链控制权让渡等"三大危机"，媒体对这些观点的传 播，也让民众更加清晰地认识到美国关税威胁以及台当局错误决策对台湾地区产业的巨大伤害。 加入"中国IC独角兽联盟"，请点击进入 投稿 、 商务合作 请微信 dolphinjetta 是说芯语，欢迎关注分享 台积电的历史及在美生产现况 ：信中提到台积电早在1998年便在美国设厂，2020年在亚利桑那州 启动大规模晶圆厂 ...

凤凰网科技讯 北京时间5月26日，据《纽约时报》报道，在美国总统特朗普最近前往中东访问前夕，白 宫曾鼓励多家美国企业的CEO和代表随行。但是据两位知情人士透露，苹果公司CEO蒂姆·库克(Tim Cook)拒绝了这一邀请。 库克的这一决定似乎激怒了特朗普。在他从沙特辗转前往阿联酋的行程中，特朗普多次抨击库克。 在利雅得演讲时，特朗普曾稍作停顿，称赞了英伟达CEO黄仁勋(Jensen Huang)，夸奖他随白宫代表团 一同前往中东。接着，他转而批评了库克。 库克 后来在卡塔尔，特朗普表示他"和库克之间出了有点小问题"，他不希望苹果在印度建厂。接着在上周 五，局势进一步升级。特朗普突然在社交媒体上宣布，要对美国以外生产的iPhone征收25%的关税。 特朗普最新发出的关税威胁标志着库克的境遇发生了戏剧性反转。八年间，他从特朗普最青睐的CEO之 一，沦为白宫重点针对的企业目标之一。这种关系的破裂让华盛顿和硅谷的许多内部人士开始质疑：科 技界这位最擅长与特朗普沟通的人，是否已经失去了影响力？ 截至发稿，苹果尚未置评。白宫拒绝就特朗普中东行置评。(作者/箫雨) "我的意思是，库克没来，但你来了。"特朗普在一场活动中对黄仁 ...

智通财经APP获悉，美国总统特朗普上周五表示，将对非美国制造的iPhone征收至少25%的关税，苹果 (AAPL.US)股价应声下跌3%。但华尔街分析师认为，特朗普此次关税威胁对苹果利润的增量影响不 大。 瑞银予苹果"中性"评级，目标价为210美元。 瑞银表示，考虑到当前的关税背景，特朗普威胁对非美国制造的iPhone征收25%关税的增量影响相对较 小。另一方面，这一威胁加剧市场不确定性，可能会给苹果的估值带来压力。 考虑到已宣布的智能手机关税豁免，瑞银之前估计，美国对中国组装的智能手机征收20%的关税并对印 度组装的智能手机征收10%的关税，这对苹果每股收益的影响可能约为0.34美元，或对2026财年每股收 益预估7.49美元产生5%的不利影响。 如果对每年从中国和印度进口到美国的7000万部iPhone征收25%的全面关税，瑞银估计对苹果每股收益 的不利影响可能为0.51美元，较此前预估的0.34美元略有恶化。 高盛予苹果"买入"评级，目标价为253美元。 高盛表示，美国对苹果主要组装国的对等关税(不含当前关税豁免)已超 25%，因此特朗普最近的关税威 胁与当前贸易政策相符，包括对中国商品征收34%关税( ...

Group 1 - The market this week will be influenced by multiple factors, particularly the Federal Reserve's meeting minutes and inflation reports [1] - President Trump has threatened to escalate the trade war by imposing a 50% tariff on EU goods starting June 1, which is expected to heighten risk aversion in the market [3] - The European Central Bank President Lagarde's speech will be closely watched for any response to Trump's tariff threats and its impact on the euro [3] Group 2 - Economic data releases on Tuesday will focus on the Eurozone's industrial and economic sentiment indices, which are expected to reflect ongoing weakness due to global economic uncertainties [5] - The Reserve Bank of New Zealand is anticipated to continue its rate cuts, with projections suggesting a reduction to 2.67% by the end of 2025, amid concerns of a global economic downturn [7] - The U.S. Richmond Fed manufacturing index is expected to remain negative, indicating continued challenges in the manufacturing sector [7] Group 3 - The Federal Reserve's meeting minutes will be released on Thursday, with market participants looking for signals regarding a potential rate cut in June [10] - The U.S. first-quarter GDP revision is crucial, as the initial report indicated an unexpected contraction of 0.3%, marking the first shrinkage in three years [10] - On Friday, the U.S. core PCE price index will be a key focus, as it directly influences the Fed's decision on whether to cut rates in June [12]

Market Reaction - Following Trump's announcement, the US experienced a significant decline in stocks, bonds, and the dollar, with the dollar index dropping by 0.8% and the euro strengthening by 0.7%[2] - European stock indices, particularly France's CAC40 and Germany's DAX, fell by 1.9% and 1.5% respectively, while the S&P 500 index in the US decreased by 0.7%[2] - The 10-year Eurozone bond yield increased by 1.4 basis points, while the 10-year US Treasury yield fell by 2.3 basis points, indicating market volatility[2] Tariff Implications - Trump's proposed 50% tariff on the EU could lead to significant economic repercussions for both the US and EU, as they are each other's largest trading partners[4] - In 2024, the US accounted for 14% of EU imports and 21% of EU exports, while the EU represented 18% of US imports and 19% of US exports[4] - If implemented, the US could see a reduction of over 50% in imports from the EU, severely impacting industries such as pharmaceuticals, machinery, and automobiles[4] Economic Context - The US faces increasing pressure from rising Treasury yields, which could limit the effectiveness of its tariff policies and lead to greater asset sell-off[5] - The US Treasury yields for 10-year and 30-year bonds have recently surpassed 4.5% and 5.0% respectively, reflecting concerns over fiscal sustainability[5][6] - The EU has more room for fiscal expansion compared to the US, which may lead to a more favorable economic outlook for Europe in the face of potential tariffs[5] Political Dynamics - Trump's tariff threats may be more of a strategic maneuver in trade negotiations with the EU, especially given the slow progress in recent talks[3] - The political landscape in the US may limit Trump's ability to implement the proposed tariffs, as domestic pressures could shift focus away from international trade issues[7] - The likelihood of the 50% tariff being enacted is low, with expectations that the final tariff level will not exceed 20%[8]

Core Viewpoint - The article suggests that Trump's tariff threats are perceived as empty and primarily serve as a negotiation tactic, indicating that the U.S. government has a strategic plan in place regarding trade policies [1] Group 1 - Analysts from Forexlive believe that the prediction regarding Trump's tariff threats was insightful, as they expect the proposed tariffs of up to 50% on goods imported from the EU to be reduced through negotiations [1] - Barclays views the threats to the EU as mainly a negotiation strategy, implying that the U.S. has not fully committed to imposing tariffs yet [1] - The article compares the situation to the story of "The Boy Who Cried Wolf," suggesting that while the U.S. government is not irrational, there are limits to how far they will go with these threats [1]

Core Viewpoint - The article discusses the bearish trend in crude oil prices, influenced by Trump's tariff threats, and explores how traders can identify bearish signals and set profit and stop-loss levels for short positions [1] Group 1 - Crude oil prices are under pressure due to tariff threats from Trump, leading to a potential expansion of the downward trend [1] - Traders are advised to look for confirmation of bearish signals in the market to make informed decisions [1] - The article suggests strategies for short selling, including setting profit-taking and stop-loss levels [1]

(图片由豆包AI生成，提示词风险暴发） 一个令全球市场恐慌的日期，正在逼近。 据央视新闻报道，当地时间5月23日周五，美国总统特朗普在社交媒体上表示， 建议自6月1日起对欧盟征收50%的关税。 这一声明不仅打破了此前90天的"缓冲期"预期，也让原本艰难推进的美欧贸易谈判面临崩盘风险。 当天美股、欧股双双跳水，避险情绪重回上风，黄金大涨。 而 上一次类似情绪失控，是4月2日 ——当天，特朗普宣布所谓的"对等关税"，"血洗"全球股市，黄金迎来史诗级暴涨。 如今，随着特朗普再次出手，市场正在评估， 6月1日会不会是又一个4月2日。 欧美贸易是无与伦比的，必须以相互尊重为指导，而非威胁。我们随时准备捍卫我们的利益。 欧盟方面认为，欧盟和美国的关税之间仅相差约1个百分点，增值税大致相当于美国的销售税。 布鲁塞尔也不愿意给予美国其他国家无法进入的市场，因为这 将违反世界贸易组织的规则。 官员们还指出，虽然贸易政策由欧盟委员会负责，但美国面临的许多贸易壁垒都是国家层面的。 迄今为止， 大多数成员国都支持欧盟委员会"参与但耗时"的做法 ，认为特朗普最终会因其关税将对美国经济造成的损害而做出让步。他们表示，布鲁塞尔方 面有坚定 ...

一个令全球市场恐慌的日期，正在逼近。 据央视新闻报道，当地时间5月23日周五，美国总统特朗普在社交媒体上表示，建议自6月1日起对欧盟 征收50%的关税。这一声明不仅打破了此前90天的"缓冲期"预期，也让原本艰难推进的美欧贸易谈判面 临崩盘风险。 当天美股、欧股双双跳水，避险情绪重回上风，黄金大涨。而上一次类似情绪失控，是4月2日——当 天，特朗普宣布所谓的"对等关税"，"血洗"全球股市，黄金迎来史诗级暴涨。如今，随着特朗普再次出 手，市场正在评估，6月1日会不会是又一个4月2日。 分析认为，谈判进展缓慢的主要原因，在于美欧对于这次贸易谈判存在根本性的认知差别：特朗普政府 将关税谈判视为向竞争对手施压、迫使其做出让步的手段，而欧盟则表现得像是在与盟友打交道。 欧盟一直在遵循全球贸易的既定规则与特朗普政府谈判，试图避免对汽车、制药产品和几乎所有其他商 品征收痛苦的关税。但问题在于，特朗普正在撕毁这本规则手册。 欧洲想要的是谈判，采取"参与但耗时"的策略 在此前的几轮谈判中，欧盟已经提出了"双赢"的解决方案，包括将工业产品关税降至零的计划，以及购 买更多美国天然气的承诺。 欧盟官员则对特朗普的要求感到不满，质疑为什 ...