21世纪经济报道记者吴斌上海报道 美国滥施关税的冲击波仍在继续。据央视新闻报道，当地时间7月7日，美国总统特朗普签署行政命令， 延长所谓"对等关税"暂缓期，将实施时间从7月9日推迟到8月1日。美国将从8月1日起分别对来自日本、 韩国等14个国家的进口产品征收25%至40%不等的关税。 特朗普在自己创立的"真实社交"网站上陆续发布了他写给日本、韩国、马来西亚、哈萨克斯坦、南非、 老挝、缅甸、突尼斯、波黑、印度尼西亚、孟加拉国、塞尔维亚、柬埔寨、泰国等14国领导人的信函， 阐述征税理由，并表示新关税将不包括其他行业关税。 随后，日本、韩国、南非等国相继作出回应，称关税"令人遗憾""不合理"，并表示将在期限内继续与美 方谈判。日本首相石破茂就美国再度提高关税表示"非常遗憾"，已指示相关阁僚在8月1日之前继续谈 判，寻求既维护日本国家利益又能实现双赢的协议。 受特朗普政府宣布加征关税消息影响，美国市场遭遇"股债双杀"，美股三大指数7日全线下挫，美债下 跌。美元指数走高，美元兑日元的涨势最为明显，7日尾盘上涨1.09%，报146.130。一手加税，一手延 期 在美国延长所谓"对等关税"暂缓期的同时，新的关税威胁也接踵而 ...

【导读】穆迪下调评级，美国股债双杀 中国基金报记者泰勒 大家好，一起看看今天市场发生了什么。 美国股债双杀 5月19日，美国遭遇股债双杀，美股三大股指期货集体下跌，道指期货跌近400点，纳指期货跌1.4%。 美国国债收益率曲线变陡，美国10年期国债收益率上升至4.526%。30年期国债收益率上升，触及具有心理意义的5%关口。 由于市场对美国经济前景和财政赤字的担忧加剧，避险情绪升温，推动黄金上涨。 新加坡华侨银行投资策略董事总经理表示："这次评级下调将加剧市场对美国'例外主义'优势逐渐丧失的担忧，也会让非美资产对全球股市投 资者更具吸引力，尤其是那些已经将资金从美股转向欧洲等市场的投资者。" 穆迪表示，尽管其认可美国在经济和金融方面具有显著实力，但这些优势已无法完全抵消财政指标恶化所带来的影响。美国财政部长斯科特 ·贝森特则淡化了对美国债务和关税通胀效应的担忧，称特朗普政府决心削减联邦支出、推动经济增长。 盛宝市场新加坡首席投资策略师表示："穆迪的降级更多具有象征意义，而非基本面变化，但它确实削弱了市场信心，尤其是在债务和赤字 问题被置于聚光灯下时。这种事件也有被政治化的风险。" 5月19日，A股全天探底回升 ...

Group 1 - The article highlights the challenges faced by individual investors in Australia, including market volatility, information asymmetry, tax traps, and cultural barriers [2][4] - It emphasizes the importance of diversification in investment strategies, especially in the context of political uncertainty and rising global asset correlations [4] - The article discusses the potential structural opportunities arising from policy changes, such as pension reforms and renewable energy subsidies, while also warning of the risks associated with commodity price fluctuations and currency exchange rates [4][6] Group 2 - The upcoming seminar hosted by Solomons Group will focus on global financial trends for the second half of 2025, covering stock market hotspots, policy movements, and asset allocation strategies [5][6] - The event aims to provide insights into key variables affecting global markets and to enhance understanding of family asset management, risk hedging, and tax planning [6] - Attendees will have the opportunity for one-on-one discussions with experienced advisors to explore personalized asset allocation strategies [9] Group 3 - Solomons Group is an independent wealth management firm in Australia, focusing on customized asset allocation and wealth planning services for high-net-worth individuals and families [15][16] - The firm integrates a team of professionals, including lawyers and accountants, to provide comprehensive solutions in areas such as asset allocation, family trusts, and tax planning [15][16] - Solomons Group emphasizes a client-centric approach to wealth management, aiming for sustainable long-term growth strategies [15][16]

Group 1 - Hong Hao, Chief Economist at Sire, believes that Hong Kong stocks will perform well in the second half of the year, particularly in the technology sector, which is more attractive than US tech stocks [1][3] - The US stock market is still considered overvalued, needing to drop by at least one-third to reach a reasonable valuation of around 15 times earnings, especially if fiscal policies contract rather than expand [1][2] - There is a potential for a trading rebound in the US stock market, but it is not indicative of a market reversal, and this trading window may last for a couple of weeks or longer [1] Group 2 - The US economic outlook is deteriorating rapidly, with the first quarter showing negative GDP growth due to inventory impacts, and similar trends are expected in the second quarter [2] - The dollar remains supported despite potential interest rate cuts by the Federal Reserve, as the interest rate differential between the US and China remains significant, influencing capital flows [2] - Chinese technology stocks, particularly those listed in Hong Kong, are seen as having higher value and safety margins due to their lower prices and expected policy support amid US-China competition [3]