特朗普上周曾表示，如果加拿大最终落实与中国的贸易协议，他将对加拿大征收100%的关税。 北京青年报2026-02-01 20:34:47 据参考消息援引路透社1月31日报道，美国总统特朗普当天表示，如果加拿大推进其与中国磋商达成的 贸易协议，美国将作出重大回应。 特朗普在"空军一号"总统专机上对记者说："如果他们与中国敲定协议，那我们就会采取重磅措施。我 们不希望中国掌控加拿大。" 另据美媒报道，加拿大总理马克·卡尼此前"强硬"回应特朗普关税威胁。1月24日，在特朗普发出100%关 税威胁数小时后，卡尼在社交平台X发布视频称，他正试图引领一场转型，聚焦于让加拿大公民在"来 自国外的威胁"中掌控自身经济命运。 来源 | @参考消息 编辑 | 杜小溪 ...

据路透社"空军一号"1月31日报道，美国总统特朗普当天表示，如果加拿大推进其与中国磋商达成的贸 易协议，美国将作出重大回应。 另据美媒报道，加拿大总理马克·卡尼此前"强硬"回应特朗普关税威胁。1月24日，在特朗普发出100%关 税威胁数小时后，卡尼在社交平台X发布视频称，他正试图引领一场转型，聚焦于让加拿大公民在"来 自国外的威胁"中掌控自身经济命运。 来源：参考消息 特朗普在"空军一号"总统专机上对记者说："如果他们与中国敲定协议，那我们就会采取重磅措施。我 们不希望中国掌控加拿大。" 特朗普上周曾表示，如果加拿大最终落实与中国的贸易协议，他将对加拿大征收100%的关税。 ...

据路透社"空军一号"1月31日报道，美国总统特朗普31日表示，如果加拿大推进其与中国磋商达成的贸 易协议，美国将作出重大回应。 特朗普在"空军一号"总统专机上对记者说："如果他们与中国敲定协议，那我们就会采取重磅措施。我 们不希望中国掌控加拿大。" 特朗普上周曾表示，如果加拿大最终落实与中国的贸易协议，他将对加拿大征收100%的关税。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：参考消息 来源：参考消息 据路透社"空军一号"1月31日报道，美国总统特朗普31日表示，如果加拿大推进其与中国磋商达成的贸 易协议，美国将作出重大回应。 特朗普在"空军一号"总统专机上对记者说："如果他们与中国敲定协议，那我们就会采取重磅措施。我 们不希望中国掌控加拿大。" 特朗普上周曾表示，如果加拿大最终落实与中国的贸易协议，他将对加拿大征收100%的关税。 另据美媒报道，加拿大总理马克·卡尼此前"强硬"回应特朗普关税威胁。1月24日，在特朗普发出100%关 税威胁数小时后，卡尼在社交平台X发布视频称，他正试图引领一场转型，聚焦于让加拿大公民在"来 自国外的威胁"中掌控自身经济命运。 责任编辑：何 ...

Group 1 - The core viewpoint of the article highlights President Trump's threats to impose tariffs on goods from countries supplying oil to Cuba and on Canadian aircraft due to certification disputes [1][4] - Trump signed an executive order declaring a national emergency regarding the tariffs on goods from countries providing oil to Cuba [1] - The U.S. will suspend the certification of Bombardier's Global Express series and all Canadian-made aircraft until the Gulfstream aircraft receive full certification [1] Group 2 - Trump warned that if the certification issues are not resolved immediately, a 50% tariff will be imposed on all Canadian aircraft exported to the U.S. [1] - International gold and silver prices rose during the Asian trading session, following a day when they reached historical highs [1][2] - The London gold price was reported at 5435.895, reflecting a 1.09% increase, while the London silver price was at 117.585, up by 1.48% [2]

1. Report Industry Investment Rating There is no information about the report industry investment rating provided in the content. 2. Report's Core View - The precious metals market continued to experience an accelerating upward trend, with gold prices hitting new all - time highs. The Fed maintained the interest rate as expected at the FOMC meeting. The market may price in a more hawkish Fed stance. Under the assumption of stable inflation and employment data, the market expects the Fed to cut interest rates 2 - 3 times in the second half of the year. The overall bullish logic for precious metals remains intact in the medium - to - long - term, and investors should consider buying on dips, while being cautious of short - term corrections. The London gold is expected to face resistance at $5500 per ounce and find support at $5000 per ounce, and London silver at $120 per ounce and $100 per ounce respectively [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - **Prices**: The closing price of the Shanghai gold main contract was 1249.120 yuan/gram, up 62.9 yuan; the Shanghai silver main contract was 30891 yuan/kilogram, up 1672 yuan [2]. - **Positions**: The main contract positions of Shanghai gold decreased by 10653 hands to 211,820 hands, and those of Shanghai silver decreased by 4376 hands to 13,190 hands [2]. - **Volumes**: The trading volume of the Shanghai gold main contract increased by 90641 to 521,258 hands, while that of Shanghai silver decreased by 325925 to 759,570 hands [2]. - **Warehouse Receipts**: The warehouse receipt quantity of Shanghai gold remained unchanged at 103029 kilograms, and that of Shanghai silver decreased by 26360 kilograms to 482,008 kilograms [2]. 3.2现货市场 - **Spot Prices**: The spot price of gold on the Shanghai Gold Exchange was 1243.02 yuan, up 58.06 yuan; the spot price of Huatong No.1 silver was 30,094 yuan, up 1105 yuan [2]. - **Basis**: The basis of the Shanghai gold main contract was - 6.10 yuan/gram, down 4.86 yuan; the basis of the Shanghai silver main contract was - 797 yuan/gram, down 567 yuan [2]. - **ETF Holdings**: The SPDR gold ETF holdings increased by 2.58 tons to 1089.96 tons, and the SLV silver ETF holdings decreased by 211.42 tons to 15,636.12 tons [2]. 3.3 Supply and Demand - **CFTC Non - commercial Net Positions**: The non - commercial net positions of gold in CFTC decreased by 6468 to 244770 contracts, and those of silver decreased by 6846 to 25,214 contracts [2]. - **Supply**: The total quarterly supply of gold increased by 86.24 tons to 1313.07 tons, and the total annual supply of silver increased by 482 tons to 32,056 tons [2]. - **Demand**: The total quarterly demand for gold increased by 174.15 tons to 1257.90 tons, and the total annual demand for silver decreased by 491 tons to 35,716 tons [2]. 3.4 Macro Data - **Dollar Index**: The dollar index was 96.35, up 0.59 [2]. - **Yield and Volatility**: The 10 - year US Treasury real yield was 1.90%, unchanged; the VIX volatility index was 16.35, unchanged; the CBOE gold volatility index was 39.67, up 6.54 [2]. - **Ratios**: The S&P 500/gold price ratio was 1.31, down 0.06; the gold - silver ratio was 47.05, up 1.66 [2]. 3.5 Industry News - **Fed Policy**: The Fed maintained the benchmark interest rate at 3.50% - 3.75%, pausing after three consecutive 25 - basis - point cuts. Fed Chair candidate Waller supported a 25 - basis - point cut. The Fed noted that the unemployment rate showed initial signs of stabilization, inflation remained relatively high, and economic uncertainty was still high. Fed Chair Powell said that raising interest rates was not the basic assumption for the next move, and he believed the Fed would maintain its independence [2]. - **Geopolitical Tensions**: US President Trump threatened Iran again, saying the next strike would be more intense and a large fleet was heading to Iran [2]. - **BOJ Policy**: The Bank of Japan's meeting minutes showed that if the outlook met expectations, it was advisable to continue raising interest rates, and the monetary policy environment would remain loose even after a rate hike [2]. - **Rate Cut Probability**: According to CME "FedWatch", the probability of a 25 - basis - point rate cut by the Fed in March was 13.5%, and the probability of keeping the rate unchanged was 86.5%. By April, the probability of a 25 - basis - point cumulative cut was 24.1%, the probability of keeping the rate unchanged was 74%, and the probability of a 50 - basis - point cumulative cut was 2.0% [2].

Imaginative depiction of Donald Trump speaking at a podium with a microphone, set against a map of Europe. Key Points The Trump administration reignited tariff threats to Europe in January over the purchase of Greenland. While the Greenland debate seems to have abated, the threat of tariffs on U.S. trading partners isn't likely to end anytime soon. These three European stocks are largely immune to tariffs and can serve as safe havens for capital if these threats return.  Interested in Rheinmetall AG U ...

Group 1 - The core point of the article is that President Trump announced an increase in tariffs on South Korean goods, including automobiles, from 15% to 25%, citing the South Korean National Assembly's failure to approve a trade agreement with the U.S. [1][3] - The South Korean government expressed confusion and concern over the lack of formal notification from the U.S. regarding the tariff increase, indicating that they would communicate their intent to fulfill the trade agreement [1][3][5] - Experts believe that the U.S. is using tariff threats as leverage to accelerate South Korea's investment commitments, which were agreed upon last November, where South Korea pledged to invest $350 billion in the U.S. [5][6] Group 2 - The announcement has caused significant anxiety among South Korean businesses, as they had previously settled tariff issues through negotiations, and this sudden increase has created uncertainty in the investment environment [6][7] - Trump's use of tariffs as a diplomatic tool has raised doubts among allies about the stability of U.S. trade policies, with concerns that such unpredictable actions could disrupt global trade [5][8] - The article highlights that Trump's tariff threats are not isolated to South Korea, as he has also threatened other countries, indicating a broader strategy to use tariffs for political leverage ahead of upcoming elections [7][8]

在不到三周的时间里，特朗普接连发出四项关税威胁。一般情况下，这类威胁会令投资者感到不安、使 企业首席执行官们神经紧张，经济学家们会纷纷调低对目标国家的增长预测。 然而，金融市场和企业高管们对特朗普最新涉及伊朗贸易伙伴、格陵兰岛支持者、加拿大和韩国的警告 大多表现得不以为意，认为这些仅仅是其为了获得筹码或改变对方行为的言论而采取的行动，并不会动 真格。 根据研究的一项新分析，特朗普并不总是"认怂"。更准确地说，研究发现他将威胁付诸行动的情况约占 四分之一。约43%的威胁后来被撤回（有时伴随着特朗普宣称取得了所谓的胜利），或者从未正式实 施。 机构经济研究的Nicole Gorton-Caratelli和Chris Kennedy审查了从2024年11月大选到上周日期间，特朗普 发出的 49项关税威胁或其政府发起的贸易调查（该统计不包括他最新目标韩国）。研究发现，其中超 过一半的威胁尚未完全落地。 观察这49项声明的时间线可以发现，大多数完全执行或进入调查阶段的动作发生在2月至9月之间。 每月的分类数据显示，随着对生活成本（负担能力）的担忧压低了他的民意支持率，特朗普的关税威胁 在去年年底趋于减少。 "这一规律并 ...

智通财经APP获悉，美国总统特朗普在不到三周内接连发出四项大范围关税威胁，按以往惯例，这类举措本应 引发投资者剧烈波动、企业高管焦虑，并促使经济学家迅速下调相关国家的增长预期。 然而，最新情况却显示，金融市场和企业界对此反应相对冷淡。无论是针对伊朗贸易伙伴、支持格陵兰的国 家，还是加拿大与韩国的关税警告，市场普遍将其视为"施压工具"，更多是为了争取谈判筹码或迫使对方改变 行为，而非特朗普一定会真正执行的政策行动。 最新分析指出，特朗普并非每次都会"临阵退缩"，但其关税威胁真正兑现的比例确实有限。研究发现，特朗普 最终仅约四分之一的关税威胁会落地实施。 从时间分布来看，真正落地或进入调查阶段的措施主要集中在2月至9月之间。而月度统计也显示，随着去年年 底美国国内"生活成本压力"成为政治负担，特朗普的关税威胁在年末明显减少，显示其策略与民意支持度存在 一定关联。 两位经济学家在报告中写道："这一模式并非完全一致，但总体而言，特朗普往往会收回那些最吸引眼球、最 具冲击性的威胁，尤其是那些可能大幅推高美国实际关税水平，或破坏与中国贸易休战的举措。" 市场人士因此认为，特朗普的关税言论更多体现"谈判策略"而非立即执行的 ...

责任编辑：安东 1月27日，韩国综合指数今日盘中一度因"特朗普威胁要将韩国商品的关税从15%提高到25%"下跌超1%，最终收涨2.73%报 5084.85点，再创历史新高。韩国综合指数月内累涨20.66%。 分析人士指出，韩国股市的低开高走显示，交易员对特朗普的贸易策略越来越不为所动，他们押注他不会真正执行那些常 被用作赢得让步手段的严厉惩罚。根据经济学家妮可·戈顿-卡拉泰利的数据，总体而言，特朗普自连任以来发出的关税威胁 中，仅27%得以兑现。 美股频道更多独家策划、专家专栏，免费查阅>> ...