美国的大豆和玉米种植户表示，如果关税政策能够"达成长期协议"，他支持政府的做法，但当前的问题 是，这的的确确伤害了美国农民的利益。 尽管美国政府计划在情况未改善时提供一定的财政援助以维持农民生计，但在各方压力下，美国农业部 长始终没有给出援助计划明确的时间表和具体金额。事实上在通过农业法案问题上，美国国会已拖延了 好几年，这让农民们十分担忧。 为了安抚农民们，官员们甚至"美曰"美国需要更开放的市场和全球竞争力，并表示美国大豆的质量优于 巴西，会有很多市场愿意接收。 然而根据美国农业部数据，其第二大买家欧盟的需求量还不到中国的五分之一，远无法填补中国的空 缺。与此同时，中国正将越来越多的订单转向巴西。巴西去年供应了中国进口量的71%，而2017年这一 比例为53%。 美国的大豆农民正进入收获季节，然而由于特朗普的关税政策，当地农民并没有收到来自"大客户"中国 的订单，这让美国农民遭受了严重的财务损失。 爱荷华州中北部一位种植玉米和大豆的农民说："除非发生奇迹，否则中国不会买我们的大豆了。" 由于特朗普肆意对全球众多贸易伙伴加征关税，本销售季尚未出现中国的订单，这让美国大豆失去了市 场竞争力。美国大豆协会的数据显 ...

Summary of Conference Call Records Industry or Company Involved - The discussion primarily revolves around the U.S. market, trade relations with China, and the implications for the Middle East, particularly in the context of high-end technology and products. Core Points and Arguments 1. **Market Reactions to Trade Agreements** Following significant trade agreements between the U.S. and China, there was an unexpected market downturn, which may present a short-term trading opportunity. The subsequent recovery indicates potential for continued upward movement, heavily influenced by U.S. policy shifts [1] 2. **U.S. High-End Products in the Middle East** The U.S. aims to integrate high-end products and services into the Middle East, with a notable easing of restrictions on high-end chips, previously tightly controlled during the Biden administration. This shift coincides with Trump's visit to the region, accompanied by top tech executives, indicating a strategic push [2] 3. **China's Access to High-End Technology** The opening of the Middle East market could allow China greater access to advanced products and technologies, although the U.S. government remains cautious and has issued warnings against the use of Huawei's chips, indicating a complex regulatory environment [3] 4. **U.S. Inflation Data** Recent data shows the U.S. Consumer Price Index (CPI) for April at a historic low of 2.3%, close to the Federal Reserve's target of 2.0%. This low inflation rate raises questions about potential interest rate cuts by the Fed [4] 5. **Market Stability Concerns** The U.S. financial markets experienced significant downturns recently, with U.S. Treasury bonds, stocks, and the dollar index all declining. While some assets have stabilized, concerns remain about the ongoing low performance of U.S. Treasuries [5][6] 6. **Hong Kong Market Outlook** The Hong Kong market, closely linked to overseas assets, is expected to enter a period of recovery, with a notable increase in the financial sector, particularly insurance, which saw gains exceeding 4% [7] 7. **Domestic Market Performance** The domestic market showed signs of recovery, albeit with modest gains compared to Hong Kong. The trading volume remained stable at approximately 1.3 trillion yuan, indicating a lack of significant market excitement [8] 8. **Investment Sentiment** In the recovery phase, sectors with higher volatility and risk, particularly technology, are expected to outperform. The market sentiment is gradually improving, suggesting a potential upward trend in the tech sector [9] Other Important but Possibly Overlooked Content - The call also mentioned promotional offers for subscription renewals, indicating ongoing engagement with the audience and potential for increased customer retention [9]

北京时间6月11日晚上8点多，也就是美国早晨8点多，特朗普一起床，就在社交媒体上发了文，声称： 中美已经达成了贸易协定，只待两国批准，中方将向美国供应稀土，美国则允许中国留学生重新进入美 国大学；美国向中国商品征收55%的关税，中国向美国商品征收10%的关税。 看得出来，特朗普发文时相当激动，全篇都用了大写字母，仿佛是在兴奋地呐喊：快看呐，中美谈成 了！美国又赢了！我特朗普胜利了！字里行间流露出的高兴，隔着屏幕都能感受到。 其次，如果仅仅是用"允许中国留学生就读"就能换到稀土出口管制的放松，这不符合中方的谈判原则。 估计特朗普又在避重就轻、信口开河。 第三，美国征收55%关税这个数也不知道是怎么来的。按日内瓦共识，美方的关税应该是30%，哪怕加 上特朗普1.0时期加征的关税，也到不了55%这么高。而中方的关税也不是一刀切的10%，而是10%-25% 之间，数字也不对。 所以，这个消息应该是特朗普的又一次舆论造势，是他在给自己的选民吃定心丸。毕竟，他竞选时的承 诺至今都没怎么兑现，他急切地想展示出一份成绩单，显示一下自己的"成就"。 不过我预感，他明天可能又要被打脸。 首先，中方说得很清楚，我们达成的是"框架协 ...