市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 瑞士提出投资美国黄金精炼行业，以说服特朗普政府降低上个月征收的39%的进口关税。 根据该提 议，瑞士炼厂将把利润率最低的业务转移到美国，包括将在伦敦交易的金条熔化，重新铸造成在纽约受 欢迎的小金条。 瑞士政府表示，已"优化了向美国提出的条件，以便迅速达成协议"，并表示"外交和政 治交流将继续进行，以期迅速降低额外关税"。 现货黄金维持大约1.8%的涨幅，持稳于历史最高位 3832.79美元附近。 风险提示及免责条款 ...

近期，欧盟正筹备第19轮对俄制裁，核心内容涉及六家俄罗斯银行和能源企业，并扩展至支付系统、信用卡网络及加密货币平台，以压缩俄罗斯对外金融通 道。 报道称，对非友好国家的啤酒关税从每升1欧元提高至1.5欧元。此外，苹果酒、梨酒及其他起泡饮料的关税从22.5%提高至30%。 俄新社9月13日报道，俄罗斯政府提高对非友好国家麦芽啤酒和苹果酒的进口关税。该决议于9月10日签署，自正式公布之日起7天后生效。 2025年初，俄总统普京要求列明2022年2月22日后在俄境内中止或缩减经营活动的非友好国家人员名单，并持续更新这一名单，每季度进行一次报告。 ...

Core Points - The article discusses an executive order signed by President Trump on September 5, which adjusts the scope of import tariffs and implements a trade and security framework agreement with foreign trade partners [1] - The executive order allows for the adjustment of tariffs based on agreements with foreign partners, including the potential reduction of certain reciprocal tariffs to zero [1] - Products eligible for zero reciprocal tariffs include those that cannot be produced in the U.S. or are insufficient to meet domestic demand, specific agricultural products, aircraft and parts, and non-patented pharmaceutical items [1] - The Department of Commerce, the Office of the Trade Representative, and other relevant agencies will monitor compliance and trade deficits, reporting to Trump for further adjustment recommendations [1] - The measures are aimed at addressing a national emergency, protecting the U.S. economy and national security, and promoting cooperation with foreign trade partners through trade and security agreements [1]

Core Viewpoint - The United States has excluded cathode copper from import tariffs, which may impact the copper industry and related sectors positively by reducing costs and encouraging imports [1] Group 1 - The decision to exclude cathode copper from tariffs is aimed at supporting domestic industries that rely on this material [1] - This move could lead to increased imports of cathode copper, potentially stabilizing supply and prices in the market [1] - The exclusion may enhance competitiveness for U.S. manufacturers who utilize cathode copper in their production processes [1]

Core Viewpoint - U.S. Steel (X.N) saw a slight pre-market increase, rising by 0.76%, following President Trump's announcement to double tariffs on steel and aluminum imports to 50% [1] Group 1 - U.S. Steel's stock performance reflects market reaction to tariff policy changes [1] - President Trump's proposed tariff increase is aimed at steel and aluminum imports [1]

Core Viewpoint - India has halved the basic import duty on edible oils to 10% effective from May 31, aimed at controlling local prices and supporting the edible oil processing industry [1] Group 1 - The reduction in import duty is a strategic move to manage domestic prices of edible oils [1] - The new duty rate is expected to benefit local consumers by making edible oils more affordable [1] - This policy change is likely to provide support to the domestic edible oil processing sector, enhancing its competitiveness [1]