（原标题：特朗普关税日 全球大跌！医药股延续强势 光伏板块集体反弹） 有分析指出，这些关税将损害全球贸易与经济增长，可能会令股市从近期高点回落。持续的不确定性也 会影响企业决策，进一步抑制增长。尽管此次公布的大多数关税低于4月2日时的极端水平，但许多关税 设定缺乏合理解释，这将加剧政策的波动性。 与此同时，美股盘前三大指数持续跳水。 8月1日，特朗普的新关税措施再次打击了全球的股市。 一起看看发生了什么。 黑色星期五 8月1日午后，欧洲股市开盘集体大跌，大部分欧洲国家股市均跌超1%。 有分析指出，15%的税率对欧盟来说仍然是一份糟糕透顶的协议。当英国同意10%关税时，欧盟坚称永 远不会接受如此屈辱的条件。现在，欧盟甚至连这样的条件都没谈下来。高盛表示，到2026年底，这项 协议将使欧元区经济损失约0.4个百分点的GDP。但更重要的是，这份协议标志着欧美关系的一个分水 岭，其影响可能在关税生效后持续很久。 这项协议终结了80年来降低跨大西洋贸易壁垒、深化经济联系的努力。这些努力始于二战之后，当时欧 洲和美国试图扭转美国在20世纪20至30年代实行保护主义政策所造成的严重破坏。1930年《斯穆特-霍 利关税法》将 ...

Group 1: Market Impact - Trump's new tariff measures have negatively impacted global stock markets, with European markets collectively dropping over 1% [2][5] - The average tariff level on global goods has increased, raising concerns about potential economic growth slowdown and inflation, overshadowing previous optimism in large tech stocks driven by AI [5][7] Group 2: Economic Analysis - Analysts indicate that a 15% tariff rate is a poor agreement for the EU, with Goldman Sachs projecting a GDP loss of approximately 0.4 percentage points for the Eurozone by the end of 2026 [4] - The agreement signifies a turning point in US-EU relations, potentially affecting trade dynamics for years to come, ending an 80-year trend of reducing transatlantic trade barriers [4] Group 3: Regional Market Performance - Asian markets also experienced collective declines, with specific indices such as the KOSPI200 down by 4.08% and the Hang Seng Index down by 0.95% [8][9][7] - A-shares saw slight declines, with the Shanghai Composite Index down by 0.37% and the Shenzhen Component down by 0.17% [9] Group 4: Sector Performance - The pharmaceutical sector showed strength, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical up by 20% [14] - The photovoltaic sector rebounded, with stocks like Jiejia Weichuang and Shuangliang Energy hitting the daily limit up [15] Group 5: Company-Specific Developments - InnoScience's stock surged over 60% after being listed as a partner on NVIDIA's website, although the collaboration is still in the testing phase without substantial orders yet [17] - InnoScience's stock closed at HK$59.15, reflecting a 34.43% increase, with a trading volume of 64.21 million shares [18]

【导读】特朗普关税日，全球大跌 中国基金报记者 泰勒 大家好，8月1日，特朗普的新关税措施再次打击了全球的股市。 一起看看发生了什么。 黑色星期五 8月1日午后，欧洲股市开盘集体大跌，大部分欧洲国家股市均跌超1%。 另外，特朗普最新的关税措施提升了美国对全球商品的平均关税水平，市场愈发担心，这些关税可能拖累经济增长并推高通胀，这种担忧正逐渐盖过此前 支撑大型科技股的AI乐观情绪。 有分析指出，这些关税将损害全球贸易与经济增长，可能会令股市从近期高点回落。持续的不确定性也会影响企业决策，进一步抑制增长。尽管此次公布 的大多数关税低于4月2日时的极端水平，但许多关税设定缺乏合理解释，这将加剧政策的波动性。 与此同时，美股盘前三大指数持续跳水。 | ■纳斯达克指数期货 | | -0.88% | | --- | --- | --- | | NO | | 23160.17 | | ■道琼斯指数期货 YM | | -0.91% | | | | 43903.90 | | ■标普500指数期货 | Judille .. | -0.85% | | ES | | 6319.82 | 亚太地区市场集体下跌。 | 名称 | 最新 | ...

Core Viewpoint - Trump's new tariff measures have significantly impacted global stock markets, leading to widespread declines across various regions [2][3][6]. Group 1: Market Reactions - European stock markets opened with collective declines, with most countries experiencing drops exceeding 1% [3]. - The U.S. stock market indices also faced significant downturns prior to market opening [8]. - The Asia-Pacific region saw a collective drop in market performance [10]. - The A-share market experienced a slight decline, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component down by 0.17%, and the ChiNext Index down by 0.24% [12]. Group 2: Economic Implications - Analysts indicate that a 15% tariff rate is detrimental for the EU, with Goldman Sachs projecting a GDP loss of approximately 0.4 percentage points for the Eurozone by the end of 2026 [5]. - The new tariffs are expected to harm global trade and economic growth, potentially causing stock markets to retreat from recent highs [7]. - The uncertainty surrounding these tariffs may adversely affect corporate decision-making, further suppressing growth [7]. Group 3: Sector Performance - The pharmaceutical sector continued to show strength, with multiple stocks hitting the daily limit [17]. - The photovoltaic sector experienced a collective rebound, with companies like Jiejia Weichuang and Shuangliang Energy reaching their daily limit [18]. - Conversely, the hydropower concept stocks faced adjustments, with Poly United hitting the daily limit down [18].

8月1日，英诺赛科午后股价直线拉升，盘中一度涨超60%。消息面上，当日英伟达官网更新800V直流 电源架构合作商名录，英诺赛科是本次入选英伟达合作伙伴中唯一的中国芯片企业。 对于合作细节，英诺赛科表示，与英伟达的合作已有一段时间，公司主要凭借大功率氮化镓技术入围。 不过，目前合作尚处于测试阶段，暂未产生实质性订单。因公司正处于半年报发布阶段，不便对此次合 作前景与影响作出回应。 (21财经) ...

Market Overview - The market experienced fluctuations with all three major indices slightly declining, with the Shanghai Composite Index leading the drop at 3559.95 points, down 0.37% [1] - Total trading volume in the Shanghai and Shenzhen markets was 1.60 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day [1] Sector Performance - The pharmaceutical sector showed strong performance, with traditional Chinese medicine stocks seeing significant gains, such as Weikang Pharmaceutical hitting the daily limit [2] - Other sectors that performed well included AI applications and photovoltaic concepts, with notable stocks like Dingjie Zhizhi rising over 10% [2] Institutional Insights - According to Jufeng Investment Advisors, as the mid-year report disclosures peak, performance differentiation will become more pronounced, with profitable sectors attracting more capital [4] - Morgan Stanley Fund noted that the overall strong performance of the A-share market is attracting both domestic and foreign investors, with optimism building [4] - Anjue Asset highlighted the market's mixed sentiment, with increasing financing balances indicating investor confidence, while rapid sector rotations create confusion [5] Policy and Industry Developments - The Shanghai Municipal Communications Administration announced a plan to develop high-quality computing infrastructure, aiming to establish at least five large-scale computing centers by the end of 2025 [7] - In the context of competition in the delivery industry, major companies like Meituan and JD.com called for resisting disorderly competition to maintain market order [6] Company News - InnoSilicon's stock surged over 60% after being listed as a partner of NVIDIA, although the collaboration is still in the testing phase without substantial orders yet [7]