智通财经APP获悉，为赶在美国总统唐纳德·特朗普声称不久后将出台的50%铜关税政策正式生效前大举获利，全球 聚焦于铜的大宗商品贸易商们正加速将货物大规模运往美国，并且寻求改送夏威夷以及波多黎各，以缩短铜运输时 间。 在特朗普宣布关税计划后，纽约期铜价格较国际基准——LME(伦敦金属交易所)铜价飙升约25%溢价。能在新关税 落地前把铜送达美国的贸易商可获得基于纽约铜价的更高利润;若时间不够，待关税宣布后未能及时运往美国仓 库，则将面临巨大损失。 数据显示，周二Comex铜期货合约涨幅高达17%，创下单日最大涨幅纪录，纽约相对于伦敦基准铜价的溢价同样创 下历史记录。纽约铜价在周二一度触及每磅5.8955美元的历史高点，最终收于5.6855美元。 特朗普是在周二内阁会议后的记者会上作出上述表态。"我认为铜关税应该定在50%，"他在回答记者提问时表示。 商务部长霍华德·卢特尼克会后表示，该部对铜的调查已经结束，预计关税"可能在7月底或8月1日实施"。 在人工智能和数字化转型时代，数据中心的建设对铜需求呈现爆炸式增长。数据中心的电力传输与高速互联系统， 以及散热系统和高性能电子设备等高度依赖铜。这种结构性的新增需求正逐 ...

Group 1 - The core viewpoint emphasizes that the rule of law is the best business environment, with law enforcement agencies actively protecting and supporting enterprises to foster a healthy development environment [1] - The establishment of the "Blue Whale" enterprise protection workstations in Shanghai has led to the resolution of over 2,400 economic crime cases related to enterprises, recovering more than 690 million yuan for over 100 companies [2] - The "Blue Whale" workstations provide close legal services to enterprises, helping them identify and mitigate risks in their management systems [2] Group 2 - In Zhejiang Shaoxing, a mediation team known as "foreign uncles" has been formed to resolve cross-border business disputes, significantly reducing the number of conflicts in the textile market by over 30% [3][4] - The mediation team consists of foreign members fluent in multiple languages, enhancing communication and understanding in international trade disputes [3] - The local police have integrated various departments to create a closed-loop management system for dispute resolution, ensuring efficient handling of conflicts [3][4] Group 3 - In Xiamen, the police have set up a service window at international trade exhibitions to address the urgent needs of businesses, facilitating the processing of entry visas for foreign personnel [5][6] - This initiative reflects the proactive approach of Xiamen's police in optimizing the international business environment and enhancing service efficiency for foreign enterprises [6]

当地时间7月9日，美国总统特朗普在社交媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表 示美国将自2025年8月1日起对所有巴西产品征收50%的关税。(央视新闻) ...

Group 1 - The U.S. will impose new tariffs on products from several countries starting August 1, 2025, with rates of 25% for Brunei and Moldova, 30% for Algeria, Iraq, and Libya, and 20% for the Philippines [1][2] - The Philippines is the only country among the seven mentioned that is in the top 50 U.S. trading partners, exporting approximately $14.1 billion worth of goods to the U.S. last year, including electronics, auto parts, and textiles [2][4] - The total import value from the other six countries combined was less than $15 billion, with Iraq accounting for about half of that amount [4] Group 2 - Following the announcement of new tariffs, the Brazilian real hit a monthly low, with the USD/BRL exchange rate rising to over 5.4960 [6] - Trump indicated that the tariff rates were determined based on common sense, trade deficits, and historical data [5] - The new tariffs will be independent of any industry-specific tariffs, and companies from these countries can avoid tariffs by manufacturing in the U.S. [11]

从兰州街头摊贩叫卖的泰国金枕榴莲，到马来西亚市场热销的甘肃礼县柑橘，中国西北内陆省份甘肃与 东盟国家在农产品贸易、中医药、文旅等多个领域碰撞出火花。 6日至10日，第31届中国兰州投资贸易洽谈会举办。在主宾国印尼展销区，手工艺品和咖啡畅销；泰国 展区的清凉油、青草药，柬埔寨的风味虾片，受到消费者追捧…… "我们根据双方消费习惯挑选适销商品，甘肃苹果、高原夏菜、中药材在东盟很有潜力。"甘肃驻马来西 亚商务代表处首席代表马玉田9日接受中新社记者采访时说，通过"甘香丝路，食联南洋"等推介会，已 有多项农贸协议落地，"环球撮合荟"马来西亚国别馆更成为甘肃农产品的海外展示窗口。 在泰国，甘肃驻泰国商务代表处首席代表虎炎正推动中医药文化落地生根。据她介绍，首批21名泰国学 员已毕业，甘肃中医药大学(曼谷)敦煌医学科在泰国设立，两位甘肃中医专家即将赴泰开展临床教学， 让针灸等中医疗法惠及更多当地民众。 柬埔寨甘肃商会会长火照国则忙着为家乡特产"牵线"。"甘肃的洋葱、宽粉、中草药在东南亚很受欢 迎，莫高窟与吴哥窟的文旅对接也大有可为。"他说，希望推动双方在农业、文旅领域深度合作。 另悉，2024年甘肃入境游客同比增长137% ...

Core Viewpoint - The adoption of stablecoins for cross-border payments is still limited among merchants in key Chinese markets, with many expressing a lack of understanding and concerns about compliance and costs [1][2]. Group 1: Merchant Awareness and Usage - Most merchants in Yiwu and Shenzhen are unaware of stablecoins, with only a few expressing interest in using them for transactions [1][2]. - A small number of merchants indicated they might consider using stablecoins for international payments, but none reported having completed such transactions [2]. - Merchants primarily rely on traditional payment methods like cash and Alipay for foreign transactions, with one merchant mentioning a recent $30,000 transfer via Alipay [2]. Group 2: Stablecoin Characteristics and Market Dynamics - Stablecoins, such as USDT, are pegged to fiat currencies, providing a more stable alternative compared to other cryptocurrencies [1][4]. - The market for stablecoins has gained traction globally, particularly following legislative progress in the US and Hong Kong [1]. - The exchange process for stablecoins involves "U merchants" who facilitate the conversion between stablecoins and fiat currencies, often charging fees and setting minimum transaction amounts [3]. Group 3: Regulatory and Compliance Issues - The use of stablecoins for cross-border payments in China faces significant regulatory challenges, as current laws prohibit the use of virtual currencies for such transactions [4][5]. - Legal experts emphasize that while personal trading of virtual currencies may be permissible, using them for business transactions is fraught with compliance risks [5].

Group 1 - The EU is working to reach a trade agreement with the US by the end of the month, while President Trump plans to announce further tariffs on unspecified countries [1][2] - Trump announced a 50% tariff on imported copper and plans to implement tariffs on semiconductors and pharmaceuticals, escalating trade tensions and impacting global economic outlook [1] - The US has seen its effective tariff rate rise to 17.6%, the highest level in nearly 90 years, following Trump's announcement of increased tariffs on imports from 14 countries [3] Group 2 - The US Treasury has reported approximately $100 billion in tariff revenue so far, with an expectation of an additional $300 billion by the end of the year [6] - Historically, the US has generated around $8 billion annually from tariffs, but recent measures have significantly increased this revenue [6] - Despite promises of reaching 90 agreements within 90 days, only two agreements have been made with the UK and Vietnam, with negotiations with India nearing completion [7]

来源|证券时报 从 预计"扩大"到"下调"，世界贸易组织对全球贸易发出最新评估。 近日，世界贸易组织（简称"世贸组织"）发布《贸易监测更新：最新趋势》报告，对2024年10月 中旬至2025年5月中旬全球贸易和贸易相关政策最新发展进行了评估。 上述报告指出，当前全球贸易政策活动增加，主要贸易伙伴间紧张局势不断加剧。与此同时，贸易 不确定性增加，区域冲突和地缘政治紧张局势加剧，共同导致了全球贸易环境波动和不可预测性增 加。 另外，联合国贸易和发展会议（简称"贸发会议"）8日发布报告称，尽管今年上半年全球贸易预计 增长3000亿美元，但受美国贸易政策不确定性以及全球地缘政治紧张等因素影响，今年下半年全球 贸易将面临越来越大的阻力，不确定性增大。 01 世贸组织呼吁减少关税和其他贸易壁垒 世贸组织指出，自今年年初以来，美国采取了一系列双边和全球贸易措施，作为回应，一些经济体 宣布引入贸易便利化措施，而其他国家则实施或宣布了其引入报复性措施的计划。 其中，加拿大对美国实施了报复性措施，欧盟也宣布了采取报复性措施的计划，大部分措施都涉及 关税增加。报告预计，由于美国采取的一系列贸易措施以及贸易伙伴的回应，贸易紧张局势将 ...

他表示，亚洲股市的价格走势较不一，这可能反映了关税实施日期延迟的利好消息与不明朗关税持续存 在之间的平衡。美元变化不大，较为有限的变动可能反映了多次贸易纷争后，市场预期出现逆转。虽然 地缘政治局势紧张和贸易纷争持续，亚洲新兴市场今年表现良好，美元疲软可能是最重要的市场原因。 另外，新兴市场通过美元化的出口或进口价格广泛受美元影响。大多数新兴市场的投资流入是以美元为 基础的进口地区，这令他们拥有美元化的负债。如果美国最终对亚洲国家征收更高关税，亚太地区似乎 更有能力承受由此带来的阻力。疲软的美元应该给亚洲各国央行更大的灵活性来放宽政策，以支持其本 国经济，而不必过度担心货币贬值。 景顺亚太区环球市场策略师赵耀庭表示，美国关税实施日期的最新延迟为进一步谈判提供机会，美国要 求贸易伙伴作出更多让步，包括日本和韩国在内的14个国家将被征收25%到40%的关税。越南最近与美 国达成了一项贸易协定，避免了最初提出的46%关税，许多商品的关税现仅为20%，但货物转运将被征 收40%的关税。他认为，美国与越南的贸易协定可能表明了一种基本的经济务实态度。 "在收到美国总统特朗普关税信的国家中，日本和韩国是对美国出口最多的国家， ...

Group 1 - The core viewpoint is that Trump's tariffs have lost their market impact, and the delay in tariff deadlines is seen as a negotiation tactic rather than a genuine policy change [1][2][3] - Analysts suggest that the market is becoming numb to the erratic policies of the Trump administration, leading to a potential oversight of the risks associated with industry tariffs [1][3] - The extension of the tariff deadline until August 1 has led traders to believe that the likelihood of sudden tariff imposition is decreasing, reinforcing the view that Trump is committed to reaching a trade agreement [1][3] Group 2 - The uncertainty surrounding tariffs has paralyzed decision-making for companies trying to adapt to the changing tariff landscape, as executives are working to adjust supply chains and cost structures to avoid price increases [3] - Market sentiment remains cautious due to ongoing uncertainty, with analysts indicating that the market may become more volatile leading up to August 1 due to increased trade-related headlines [3]