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特朗普掀关税风云第二季,全球股市出奇淡定,机构都说要加仓
Di Yi Cai Jing· 2025-07-08 13:35
Group 1 - The core point of the news is that President Trump announced new tariffs ranging from 25% to 40% on imports from 14 countries, effective August 1, which has led to a mixed reaction in global markets [1][2][3] - The countries affected by the tariffs include Japan, South Korea, Malaysia, Tunisia, Kazakhstan (25%); South Africa and Bosnia (30%); Indonesia (32%); Serbia and Bangladesh (35%); Thailand and Cambodia (36%); Laos and Myanmar (up to 40%) [1][2] - Despite the announcement, the impact on global markets appears to be less severe than previous tariff announcements, with major indices showing minimal declines and some markets, like Japan and South Korea, even experiencing gains [1][5] Group 2 - Market concerns regarding tariffs have diminished, with institutions like Goldman Sachs increasing their stock market targets and predicting a higher likelihood of trade agreements between the US and Europe [2][9] - The deadline for negotiations has been extended to August 1, allowing more time for potential agreements, with expectations that Europe may accept a 10% tariff on exports to the US [4][7] - The EU is actively seeking to negotiate exemptions and quota management for tariffs on automobiles and steel, but significant breakthroughs have yet to be achieved [7][8] Group 3 - The investment community is showing a preference for US equities, with analysts recommending an overweight position in sectors like technology and consumer discretionary in Asia, particularly in China and South Korea [10][11] - Concerns remain regarding US Treasury bonds, as global investors are shifting funds from dollar assets to euro assets, reflecting a bearish outlook on the dollar [12][13] - Gold is increasingly viewed as a strategic asset for central banks and institutional investors, with ongoing accumulation by countries like China, indicating a long-term bullish trend for gold [14][15]