据报道，掐着最后一刻，特朗普还是签了字。8月11日，白宫宣布将暂停大幅提高中国商品关税的期限 再延长90天。眼看第二天就是休战到期日，这个延期来得惊险万分。表面看是美方让步，可仔细琢磨， 里头全是精算——美国财长贝森特放风：美国跟"大部分国家"的贸易谈判要在10月前搞定。这90天，摆 明了是美方腾出手来对付其他贸易伙伴的缓冲期，然后再转头集中火力"解决"中国。 讽刺的是，美军的挑衅显得越来越虚。此前闯西沙还敢放舰载机秀肌肉，这回"希金斯"号全程保持无线 电静默，连舰载雷达都不敢全开！中国这边的应对却越发从容。黄岩岛周边，"立体监控网"已然成型 ——卫星实时跟踪、无人机抵近侦察、海空兵力联动，美军每闯一次，我们的防御体系就完善一分。 特朗普在贸易桌前想要大豆救命，美军在南海却对中国捅刀——这精分的戏码，美国自己演得矛盾又狼 狈。 经贸上，美国农民苦等中国订单，可关税壁垒不拆，四倍采购只能是痴人说梦。军事上，拉菲律 宾当炮灰，自己派艘驱逐舰还畏手畏脚，连盟友都敷衍了事：日本自卫队嘴上说"常态化部署南海"，转 头就拒了跟美军黄岩岛联合巡逻；澳大利亚更是把军舰直接调去了波斯湾。当中国与东盟贸易额突破， 碾压美日印澳" ...

Group 1 - China has placed an order for 50,000 tons of Australian canola seeds, marking the first purchase since 2020, with a price of less than $600 per ton including shipping [1] - This order signifies a thaw in trade relations, as Australia is the second-largest exporter of canola seeds, and traders anticipate more orders to follow [1] - Canadian farmers are facing significant challenges due to the loss of China as a major customer, with the Canadian government’s actions leading to increased tariffs on Canadian canola seeds [3][5] Group 2 - The Canadian government’s decision to impose a 100% tariff on Chinese electric vehicles has resulted in retaliatory measures from China, including high tariffs on Canadian agricultural products [3][5] - The Canadian Canola Council has acknowledged that the market for Canadian canola seeds has effectively closed, leading to financial distress for farmers [3][5] - Australia is poised to capitalize on the situation, with plans to export 150,000 to 250,000 tons of canola seeds to China once trade agreements are finalized [5][7] Group 3 - The trade dispute has escalated, with Canada facing potential losses of up to 1 billion Canadian dollars in the canola industry due to the ongoing tensions with China [7] - The political responses from Canadian officials have been criticized as insufficient, with farmers expressing frustration over the lack of effective solutions to the trade issues [5][7] - The situation highlights the harsh realities of international trade, where market dynamics prioritize economic interests over political alliances [7]

近期，美国大豆出口行业正经历一场前所未有的挑战。数据显示，截至7月24日，本年度美国大豆出口 量显著下滑，仅达到300余万吨，创下二十年来的最低记录。尤为引人注目的是，作为传统的大豆进口 大国，中国至今尚未预订任何新季美国大豆，这无疑给美国大豆市场带来了巨大压力。据预测，美国可 能面临高达8000万吨的大豆滞销困境。 面对这一严峻形势，美国总统特朗普于8月10日在社交媒体上急切地表示，只要中国能够迅速下单，采 购三倍于原订单量的大豆，美国将为中国提供"快速服务"，并营造更为有利的贸易环境。然而，中国方 面的回应明确而坚定，经贸问题的立场一贯清晰。 然而，尽管关税有所降低，订单纷至沓来，中国企业的心态却已经发生了微妙的变化。一家国内个人护 理用品有限公司的负责人表示，他们不会再将所有宝押在美国单一市场上，而是会寻求全球范围内的更 多订单。同样地，该抗衰老制品的母公司也表示，除了继续巩固国内市场外，未来还将把重心从美国转 移到日韩等新兴市场。 实际上，自2005年以来，中国在美国大豆市场的采购行动从未如此迟缓。往年，中国通常会在年初就开 始预订秋季收获后的大豆，但今年受贸易争端的影响，中国转向巴西、阿根廷等国家采 ...

【文/观察者网 王恺雯】针对加拿大出台钢铁关税配额措施，并对含所谓"中国钢铁成分"等产品加征歧视性关税，中方于8月15日在世贸组织 （WTO）提起诉讼。 加拿大自知与美国的谈判难以取得进展，竟转身将矛头对准了中国，炒作所谓"产能过剩"谬论，声称在美国面临高额关税的中国，正寻求向加 拿大出口更多廉价钢材，将对本土市场造成冲击。 中国是加拿大第二大贸易伙伴，2024年双边贸易额约1200亿加元。加拿大工业部数据显示，2024年加拿大钢铁进口额超过160亿美元，其中近 一半来自美国，约10%来自中国；加拿大出口钢铁超过120亿美元，其中91%销往美国，4%销往墨西哥。 "中加贸易争端进一步升级。"彭博社注意到，就在3天前，中国才宣布对加拿大进口油菜籽实施临时反倾销措施。加拿大总理卡尼14日曾表 示，加拿大将推进与中国开展建设性对话，"解决我们各自的贸易关切"。 彭博社指出，自从去年加拿大时任特鲁多政府宣布对中国电动汽车、钢铝产品加征关税，中加两国的贸易关系就趋于紧张。 今年3月，中国宣布对加拿大菜子油、油渣饼等加征100%关税；8月12日，中国商务部发布公告，认定原产于加拿大的进口油菜籽存在倾销， 决定采用保证金形 ...

Core Viewpoint - The sales and profit outlook for Applied Materials, the largest chip equipment manufacturer in the U.S., is disappointing, raising concerns that trade disputes are suppressing demand [1] Group 1: Financial Performance - Applied Materials expects revenue of approximately $6.7 billion for the fiscal quarter ending October 31, significantly below the analyst average estimate of $7.32 billion [1] - The company anticipates an adjusted earnings per share of $2.11, also lower than the analyst forecast of $2.38 [1] - In the previous fiscal quarter, Applied Materials reported a year-over-year revenue increase of 7.7%, reaching $7.3 billion, which exceeded the analyst average estimate of $7.21 billion [1] - The earnings per share for the last quarter was $2.48, surpassing the expected $2.36 [1] Group 2: Market and Demand Factors - CEO Gary Dickerson indicated a reduction in demand from certain customers and delays in technology export approvals [1] - Ongoing tariff negotiations and other economic factors have led major customers to postpone some purchases [1] - Following the disappointing outlook, Applied Materials' stock price fell by as much as 12% in after-hours trading [1]

特朗普称不会对黄金加征关税 中新网8月12日电(记者 宫宏宇)据路透社报道，美国总统特朗普11日在社交媒体上表示，将不会对黄金 加征关税。 此前，美国海关与边境保护局在官网发布裁定称，美国或将对全美交易最广泛的黄金金条加征国别关 税，引发金价波动。 路透社指，特朗普此次声明平息了连日来关于黄金可能卷入当前全球贸易争端的猜测。 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 截至目前，美国相关机构尚未发布更新政策。(完) 来源：中国新闻网 ...

据此前报道，8月5日，巴西总统卢拉在外交部出席一场会议时表示，美国总统无权对巴西加征50%的高 额关税。巴西将启动应急计划，以减轻这一不公正行为带来的冲击，尽量减少经济和社会损失。 根据美国政府7月30日颁布的行政令，美国从8月6日起对巴西输美产品加征40%的从价关税。这意味着 在美方4月颁布的所谓"对等关税"行政令基础上，大部分巴西输美产品的关税税率提高到50%，包括肉 类、咖啡、水果等。 中新网8月12日电据外媒报道，当地时间8月11日，世界贸易组织确认，巴西已就美国实施的关税措施在 世贸组织启动争端磋商程序，指控美方相关措施违反多项贸易条款。 （文章来源：中国新闻网） ...

Group 1 - The Indian MSCI index has underperformed the Chinese stock market by approximately 10 percentage points this quarter, potentially marking the largest annual performance gap since 2017 [1][4] - Goldman Sachs predicts that the Indian stock market will continue to lag behind other emerging markets, maintaining a "neutral" rating on Indian stocks while reiterating an "overweight" stance on Chinese stocks and raising the 12-month target for the MSCI China index [4][6] - The market dynamics have shifted due to the recent imposition of a 25% additional tariff on Indian goods by Trump, which has led to a significant capital outflow from India, with around $3 billion leaving the market last month, the largest monthly outflow since February [4][6] Group 2 - The trade dispute has reshaped the investment landscape between China and India, with the recent tariff actions being particularly targeted and sudden [5] - The deteriorating US-India relations and new tariffs may undermine India's manufacturing ambitions, causing investor concerns regarding India's high valuations and slowing profit growth [7][8] - In contrast, China offers more attractive investment opportunities in rapidly growing sectors such as artificial intelligence, clean energy, and biotechnology, which may support the "buy China" investment logic in the short term [9]

Group 1 - Indian Prime Minister Modi's upcoming visit to China in late August marks his first trip to the country in seven years, highlighting its significance [1] - Following the announcement of Modi's visit, US President Trump expressed the possibility of imposing new tariffs on China, particularly targeting countries purchasing Russian oil [3] - Trump's threats against China are seen as part of a broader strategy to counteract the growing cooperation between China and Russia, indicating a desire to maintain US dominance [5][7] Group 2 - The US has reduced tariffs on India from an initial 250% to 25%, reflecting a significant concession amid ongoing trade tensions [7] - Trump's aggressive stance towards both China and India is perceived as an attempt to exert pressure, but it may backfire, as indicated by India's response to the situation [5][6] - The dynamics of US-India trade are likely to be affected by the imposition of higher tariffs, which could complicate future negotiations [5]

Core Viewpoint - The recent trade dispute between the U.S. and Brazil, initiated by a 50% tariff on various Brazilian imports, presents both challenges and opportunities for Chilean exports to the U.S. [1] Group 1: Trade Dispute Details - On July 30, U.S. President Trump signed an executive order imposing a 50% tariff on multiple products imported from Brazil [1] - The tariff affects 700 product categories, including civilian aircraft, energy, orange juice, precious metals, timber, and fertilizers, which account for 45% of Brazil's total exports to the U.S. [1] Group 2: Implications for Chile - Chilean analysts believe that the trade dispute provides a rare opportunity for Chile to increase its exports to the U.S. by substituting products previously imported from Brazil [1] - Chile can potentially boost its exports of coffee, meat products, and fruits to the U.S. as a result of Brazil's increased tariffs [1] Group 3: Competitive Landscape - Despite the opportunities, there is a risk that Brazil may export its products at lower prices to third countries, including Chile, to mitigate the impact of the tariffs [1] - This could lead to increased competition for similar products in the Chilean market, particularly in chicken and certain agricultural products [1]