印尼官员：与美国关税谈判的主要谈判代表定于7月7日前往美国。 ...

特朗普最初承诺在90天内达成90项贸易协议的计划明显受挫。美贸易顾问纳瓦罗此前预测，在4月暂停 互惠关税计划并允许三个月延期后，政府将在90天内获得90项协议。实际上，美国迄今仅达成三项协 议，且部分协议缺乏关键细节。 据央视新闻报道，美国总统特朗普当地时间3日表示，将于4日开始向贸易伙伴发函，设定单边关税税 率。特朗普后来表示，新的关税税率可能在10%到70%之间，信函将于周一发出，并于8月1日前付款。 随着7月9日关税大限逼近，全球市场面临关键一周。美财政部长贝森特改口表示，8月1日将成为贸易伙 伴的最后期限，而印度虽然接近达成迷你贸易协议，但在农业和乳制品领域划下红线。 特朗普政府计划在90天暂停期结束后，对数十个国家重新征收10%至70%的互惠关税。随着周三这一大 限到来，美国可能对数十个国家重新征收关税。 但贝森特媒体采访中表示，美国将向贸易伙伴发出通知函，要求在8月1日前达成协议，否则将回到4月2 日的关税水平。美国商务部长卢特尼克也表示，特朗普的国别关税将于8月1日生效，目前税率和协议由 总统制定。 据环球时报报道，印美两国正力争在7月9日"对等关税"暂缓期结束前敲定临时贸易协定。尽管双方加紧 ...

Group 1 - The US is shifting its focus from China to traditional allies like Japan, South Korea, and Europe in the ongoing tariff war, with India unexpectedly taking the lead in retaliating against US economic policies [1][3] - India has announced plans to impose retaliatory tariffs on certain US products, signaling a strong response to what it perceives as US economic bullying [3] - The US is considering varying tariff rates from 10% to 70% based on the trade scale with each country, indicating a more calculated approach compared to previous tariff battles with China [3][5] Group 2 - Smaller countries like Vietnam and Cambodia are likely to suffer more from US tariffs, as their economies heavily depend on exports to the US, while larger economies like Japan and India can negotiate more effectively [5] - The internal political landscape in the US is tumultuous, with opposition from various factions against Trump's "America First" policies, complicating the administration's approach to international trade [5][7] - India is strategically improving relations with China and enhancing cooperation with BRICS nations while using its purchases of US oil and weapons as leverage in negotiations [7] Group 3 - Recent developments indicate a slight easing of tensions between the US and China, with both countries engaging in dialogue and reducing some trade restrictions, although fundamental issues remain [8] - The US's inability to effectively challenge China has led it to target other nations, potentially pushing these countries closer to China and altering the dynamics of international trade relationships [9] - The ongoing tariff conflict is expected to produce further dramatic developments, with unpredictable outcomes as countries navigate their responses to US policies [9]

这几年，越南真是把"左右为难"演成了极致。不顾中国警告，越南火速和美国签了一纸"零关税"协议， 以为自己从此能搭上美国这艘"高质量发展快船"。可谁能想到，前脚刚签完，扭头一看，美国居然转身 就去跟中国示好，连芯片禁令都开始松口了……这操作，活脱脱就是拿越南当跳板使。 而越南，真就被"爸爸"狠狠坑了一把。 越南"低头认亲"，美国"高高举刀" 协议里暗藏一条"毒药"：凡是经由越南转运的"第三国"商品，一律征收超过40%的惩罚性关税说白了， 就是针对中国。这种条款，摆明了是政治问题，披着经济外衣而已。 越南"偷鸡不成蚀把米"，经济和外交双输 "零关税"换来的，不是合作，是套路 越南想得挺好：我给你开后门、让利、示好，你是不是也该给点回报？ 可美国人是什么人？翻脸比翻书还快。这边刚签完协议，没几天，美国就主动开放对中国某些产品的进 口限制，连科技领域的出口许可都开始恢复了。 什么意思？美国压根就没打算跟越南"共进退"，他只是在利用越南的对华通道，替自己打下一张"围堵 中国"的地缘牌。 而真正的目标，从头到尾都不是越南，而是通过这项协议逼迫越南表态：你，是站在我美国这边，还是 跟中国一起混？ 这才是最狠的地方。 还记得 ...

Core Viewpoint - The recent trade agreement between the U.S. and Vietnam is seen as a strategic move that undermines the interests of other countries, particularly China, amidst ongoing trade tensions initiated by the Trump administration [1][6]. Group 1: Trade Agreement Details - The agreement significantly reduces tariffs on Vietnamese goods exported to the U.S. from 46% to 20%, while imposing punitive tariffs of up to 40% on third-country goods transshipped through Vietnam [1][3]. - Vietnam has agreed to open its market to U.S. goods with zero tariffs across various sectors, including agricultural products and high-tech items, and has allowed U.S. customs to conduct inspections [3][4]. Group 2: Economic Implications for Vietnam - Vietnam's economy is heavily reliant on the U.S. market, with a trade surplus ranking third globally in 2024, trailing only China and Mexico [3]. - The agreement poses risks for Vietnam, as over 60% of its electronic components and 80% of its plastic materials are imported from China, making its manufacturing sector vulnerable to disruptions in trade relations with China [6][7]. Group 3: Reactions from China and Other Countries - China's Ministry of Foreign Affairs has expressed strong opposition to the agreement, emphasizing that negotiations should not harm third-party interests and warning of potential retaliatory measures [6][9]. - The agreement may encourage other ASEAN countries, such as Thailand and Malaysia, to follow suit, potentially impacting China's trade relations in the region [7][9]. Group 4: Broader Global Trade Dynamics - The U.S. stands to gain significantly from this agreement, enhancing its bargaining power in future trade negotiations and increasing customs revenue from tariffs [4][6]. - The agreement has also prompted India to accelerate its negotiations with the U.S. to prevent potential shifts in manufacturing away from India to other countries [7].

Group 1 - The cryptocurrency market experienced a significant downturn, with Dogecoin dropping over 5% and Bitcoin falling more than 1% before recovering slightly [1] - President Trump announced that starting July 4, the U.S. government will notify countries without tariff agreements about new tax rates, which will range from 10% to 70%, effective August 1 [1] - Trump indicated that the new tariffs will likely be implemented on August 1, with an expectation of sending out 10 to 12 letters to trade partners on July 4, and all letters expected to be sent by July 9 [1] Group 2 - The Cambodian government announced on July 4 that it has reached a tariff agreement with the U.S., becoming the second Southeast Asian country to do so after Vietnam [2] - EU-U.S. trade negotiations on July 4 did not achieve breakthroughs, with discussions expected to continue until the weekend, as the EU seeks a principle agreement by July 9 [2] - EU Trade Commissioner Šefčovič is in Washington negotiating with U.S. trade representatives to reach an agreement [2]

Core Viewpoint - The United States has threatened to impose a 17% tariff on EU agricultural exports, escalating trade tensions ahead of a deadline for a trade agreement [1] Group 1: Trade Conflict - The U.S. has made a last-minute demand for a trade agreement with the EU, threatening a 20% tariff on all EU goods if no agreement is reached [1] - EU Trade Commissioner Sefcovic received the U.S. demand during a meeting in Washington and communicated it to the ambassadors of the 27 member states [1] - EU Commission President von der Leyen expressed hope for a "principle agreement" to allow continued negotiations before a final deal is reached [1]

与美国的贸易谈判仍在进行中。 印度官员：只有利益得到满足，才能在7月9日前与美国达成贸易协议。 ...

印度贸易部长：印度正与许多国家讨论贸易协议。只有当两国的利益都得到满足时，自由贸易才有可能 实现。 ...

若最终对100个国家实施10%关税，将少于特朗普政府最初设想——原清单显示123个司法管辖区(多为 小国及澳大利亚赫德岛等无人区)被列为10%关税对象。 这位共和党总统表示，继周三宣布与越南达成贸易协议后，他预计还将与其他国家签署"几项"更详细的 协议。但他同时强调，对于大多数国家更倾向于直接通知具体关税税率，跳过细节谈判。 特朗普的言论凸显出全面贸易协定的挑战性——从关税到农产品进口禁令等非关税壁垒均需协调。其高 级助手曾在四月宣称"90天内完成90项协议"，这个雄心勃勃的目标遭到熟悉贸易谈判耗时特性的专家普 遍质疑。 财政部长贝森特表示，约100个国家可能面临10%的对等关税税率，并预测在7月9日关税大幅上调的最 后期限前将出现"一系列"贸易协议。 美国总统特朗普表示，华盛顿将于美东时间周五开始向各国发送信函，具体说明它们对美出口商品将面 临的关税税率。这一表态明显背离了此前与多国分别达成协议的承诺。 在承认与170多个国家分别谈判的复杂性后，特朗普周四启程前往艾奥瓦州前对记者表示，大约"10到12 封"信件将于星期五发出，"未来几天"还会有其他信件发出。 特朗普补充道："我认为到9日他们将被完全覆盖。" ...