Group 1 - Harley-Davidson is in advanced negotiations with Pimco and KKR to sell a stake in its financial subsidiary and existing motorcycle loan portfolio, with a potential deal size of $5 billion [1] - The financial services subsidiary, Harley-Davidson Financial Services (HDFS), provides inventory financing for dealers and loans for consumers purchasing Harley-Davidson and LiveWire motorcycles [1] - The transaction may be announced in the coming weeks, although details and scale could change as negotiations are ongoing [1] Group 2 - Harley-Davidson is facing challenges with sluggish sales growth and intense competition from rivals like Honda and BMW, with its stock price down approximately 22% this year [2] - The CEO, Jochen Zeitz, indicated in May that the HDFS transaction is progressing, with multiple institutions expressing interest [2] - The private credit market, valued at $5.2 trillion, is expanding, with firms acquiring stakes in consumer loan issuing entities and purchasing the loans they issue [2]

据报道，欧盟委员会主席冯德莱恩说出了一句话："坚信欧中能够实现互利合作。"关键时刻，布鲁塞尔 传来消息，欧盟成员以压倒性多数通过了价值930亿欧元的对美反制关税清单。 这两个看似不相关的事件，实际上是一场精心编排的地缘政治大戏的关键场景。冯德莱恩前脚刚离开中 国，欧盟后脚就向美国亮出了獠牙，这种时间上的微妙衔接，很难说只是巧合。 让我们把时间线拉回到几个月前。今年4月，美国突然宣布将对欧盟钢铝产品加征"对等关税"，当时欧 盟的反应还比较克制，只是准备了一份210亿欧元的反制清单。但到了7月，特朗普政府变本加厉，威胁 要将关税提高到30%，这下彻底激怒了欧盟。欧盟委员会迅速通过了第二份720亿欧元的反制清单，并 在7月24日将两份清单合并为930亿欧元的"超级武器"。这个数字不是随便定的，它相当于欧盟每年从美 国进口商品总额的将近一半。如果8月7日前美欧谈判没有结果，这些反制措施将自动生效。 冯德莱恩（资料图） 值得注意的是德国的态度转变。作为欧盟最大的经济体，德国一直是对美关系中的温和派。但这次，德 国坚决不妥协，这种强硬表态在以往是不可想象的。 冯德莱恩（资料图） 冯德莱恩这次亚洲之行很能说明问题。在中欧峰 ...

Core Points - The EU is preparing to include Boeing aircraft in its countermeasures against the US due to failed negotiations [1] - The EU has suspended retaliatory tariffs on $210 billion worth of US goods until July 14, 2023, to promote negotiation progress [2] - The aerospace and defense sector in the US has a significant trade surplus, with exports nearing $136 billion and imports just below $22 billion in 2023 [3] Group 1: EU's Trade Measures - The EU Commission plans to add civil aircraft to a target list of US imports worth €100 billion if negotiations do not progress by July 14 [1] - The EU Trade Commissioner stated that currently, 70% of EU exports to the US are subject to tariffs, which could rise to 97% if the US continues imposing tariffs on various sectors [2] - The EU is prepared with alternative plans to restore fair competition if negotiations with the US do not yield necessary results [2] Group 2: Impact on the Aerospace Industry - Airlines are considering delaying deliveries of Boeing or Airbus aircraft to avoid increased costs from tariffs [2] - Airbus CEO expressed concerns about the negative impact of tariffs on both European and American stakeholders, emphasizing the need for resolution [3] - The current trade tensions are damaging the high-performance transatlantic ecosystem in the aerospace sector [3]