值得注意的是，就在特朗普撕毁与印度的第五轮贸易谈判邀请函发出不久后，莫迪宣布他将于8月31日飞往中国天津，参加上合峰会，这将是印度总理七年 来首次访华。此前，王毅在新德里与印度外长苏杰生举行了中印边界问题特别代表第24次会晤，双方达成了十点共识，包括重启仁青岗、普兰、久巴三处边 境贸易市场，设立划界专家小组，以及新增东段、中段将军级热线。 面对来自美国的贸易霸凌，印度总理莫迪正以一系列大胆而精妙的策略予以回击。在苏拉特，钻石商们已感受到寒意，他们每年向美国出口价值20亿美元的 钻石，一旦美国加征50%关税生效，他们的订单很可能将归零。出口巨头法里达集团也已感受到切肤之痛，其高达1.14亿美元的订单被全数冻结，生产线被 迫停工。 莫迪的反击远不止于口头警告。首先，印度取消了价值36亿美元的军购订单，直接导致波音和洛克希德·马丁这两家军工巨头的股价应声下跌4.5%。这笔订 单中，包括了波音的阿帕奇直升机和洛马的P-8I反潜机，它们的落空无疑是对美国军工产业的一次沉重打击。与此同时，印度国防部长辛格也取消了原定的 访美行程，进一步表达了印度的不满。 其次，印度商务部宣布对美国波本威士忌加征高达150%的关税。这一举 ...

要理解这波关税的威力，得先看看这些数字背后的 "痛感"。15% 的关税意味着什么？德国车企出口一辆 10 万美元的汽车，以前只要交 5000 美元关税，现 在突然要多掏 2 万美元 —— 这钱够在美国买辆不错的二手车了。钢铁企业更惨，50% 的关税像给产品加了倍的重量，原本能赚钱的生意，瞬间变成赔本买 卖。欧盟统计局的数据显示，6 月欧元区出口环比下降 2.4%，进口却涨了 3%，贸易顺差从 156 亿欧元缩水到 28 亿欧元，就像一个原本鼓鼓的钱包，突然 被掏走了一大半。 最倒霉的是那些赶在关税生效前 "囤货" 的企业。今年年初，听说美国要加税，欧洲企业像疯了一样往美国发货，就像超市关门前的抢购潮。结果呢？关税 一落地，后续订单直接断了档。德国的机床厂商汉斯最近愁得掉头发："3 月发了三个集装箱到纽约，现在 7 月了，新订单连个影子都没有。仓库里堆的 货，够卖半年的。" 这种 "先爆后冷" 的过山车，把很多企业的资金链都晃得快要断裂。 #优质好文激励计划# 美国又举着关税大棒向欧洲挥过去了。荷兰国际集团的布热斯基最近看着贸易数据直摇头：6 月欧盟对美出口同比暴跌超 10%，就像一场突如其来的暴雨， 把欧洲企 ...

Group 1 - The trade conflict between the US and India has escalated rapidly, leading to significant diplomatic tensions and economic repercussions [3][12] - Trump's decision to increase tariffs on Indian goods from 25% to 50% is the highest globally, severely impacting India's exports to the US, particularly in jewelry, textiles, and pharmaceuticals [4][6] - India's response includes halting military purchases from the US, imposing retaliatory tariffs on American products, and seeking closer ties with China, indicating a strategic pivot away from reliance on the US [7][9][12] Group 2 - The US military-industrial complex is feeling the impact of India's military purchase cancellations, with companies like Boeing and Lockheed Martin experiencing stock price declines [9] - India's retaliatory measures include a 150% tariff on bourbon whiskey, which is a significant product from Trump's electoral base, causing domestic unrest among American farmers [9][12] - The geopolitical landscape is shifting, with India moving towards a multipolar world and reducing dependence on US hegemony, as evidenced by its engagement with BRICS nations and the potential for improved relations with China [12][13]

以下文章来源于南风窗 ，作者辜学武 南风窗 . 冯德莱恩在特朗普的重压之下， 几乎全盘接受了美国的要求。 文 ｜ 辜学武 编辑 ｜ 李少威 来源｜ 南风窗（ID：SouthReviews） 封面来源 ｜ IC photo 2025年7月27日是欧盟历史上黑暗的一天。 这一天，欧盟委员会主席乌尔苏拉·冯德莱恩蒙受美国总统唐纳德·特朗普的胯下之辱，在他的苏格兰坦伯利高尔夫球球场与其达成所谓的欧美"关税交 易"。 白宫和布鲁塞尔随后公布的内容虽有出入，但"交易"的主要框架显示，冯德莱恩在特朗普的重压之下，几乎全盘接受了美国的要求，在这场史无前例的对 美贸易战中败下阵来。 虽然冯德莱恩宣称这项"交易"的达成会给欧美经贸关系带来稳定和可预见性，但她无法否认这是一项"不平等条约"。 无论是关税安排，市场准入，还是进口保证和投资承诺，美国都是绝对的赢家。 "不平等条约" 冷静地思考，热情地生活。 特朗普作出的唯一承诺就是放下他高高举起的对欧盟进口美国的产品征收30%关税大棒，改为对大多数欧洲商品（包括汽车和汽车零部件）统一征收15% 的关税。 但欧盟为此付出的代价是惨重的。美国对产自欧盟的钢铁、铝和铜将继续征收50%的关税 ...

Core Viewpoint - The U.S. Secretary of Commerce, Wilbur Ross, confirmed that the deadline for imposing tariffs on trade partners is set for August 1, with no extensions or grace periods [2] Group 1: Tariff Implementation - The tariffs will officially take effect on August 1, and customs will begin collecting them [2] - A few countries have reached agreements with the Trump administration, resulting in tariff levels higher than the new 10% baseline but lower than the threatened higher rates [2] Group 2: U.S.-EU Trade Negotiations - Ursula von der Leyen, President of the European Commission, is scheduled to meet with President Trump to negotiate a trade agreement before the August 1 deadline, or face tariffs up to 30% on EU exports to the U.S. [6][7] - The outcome of the negotiations largely depends on Trump's decisions, as he has previously altered terms at the last minute [7] - The EU is proposing a 15% tariff cap on most trade with the U.S., with certain exemptions for specific products [7][8] Group 3: Business Delegation to China - A high-level U.S. business delegation is set to visit China, organized by the U.S.-China Business Council, to potentially restart commercial negotiations [4][5] - The delegation will include executives from Boeing and the U.S.-China Business Council, indicating a significant engagement in trade discussions [3][4]

Group 1 - The European Union (EU) has passed a €93 billion counter-tariff list against the US, indicating a significant escalation in trade tensions [1][8] - The counter-tariff list includes products like bourbon whiskey and Harley-Davidson motorcycles, targeting key political bases of President Trump [3] - The EU's response is a result of a breakdown in trust with the US, as previous cooperation did not yield the expected benefits [3][6] Group 2 - Germany's shift to a more hardline stance against the US is notable, contrasting its previous moderate position [3] - The EU's strong response reflects a broader geopolitical strategy, aiming to assert its influence in global trade rules [6][8] - The upcoming deadlines for negotiations (August 1 and August 7) could lead to a historic turning point in US-EU trade relations [8] Group 3 - The EU's economic recovery provides it with leverage in negotiations, but risks remain for key industries like automotive and aerospace [6] - The trade dispute signifies a profound change in transatlantic relations, with the EU employing unprecedented measures against the US [6][8] - The EU's approach to China may create new opportunities for cooperation, despite its ongoing reliance on NATO for security [6][4]

Core Viewpoint - The U.S. Secretary of Commerce, Wilbur Ross, announced that the deadline for imposing tariffs on August 1 will not be extended, indicating an intensifying trade negotiation phase between the U.S. and the EU [1] Group 1: U.S.-EU Trade Negotiations - The core objective of the negotiations is to encourage the EU to open its markets to U.S. exports, with the EU seeking a deal contingent on offering favorable conditions to avoid a 30% tariff threat from the U.S. [3] - The U.S. has already imposed tariffs on over 70% of EU exports, with steel and aluminum tariffs at 50%, automotive parts at 25%, and other goods generally at 10% [3] - A key meeting between EU Commission President Ursula von der Leyen and President Trump is scheduled, which is seen as a critical juncture in the tariff negotiations [3] Group 2: EU's Countermeasures - The EU plans to impose tariffs on nearly €100 billion worth of U.S. goods if negotiations fail, merging previous lists targeting €21 billion and an additional €72 billion in U.S. products [4] - Affected U.S. products include Boeing aircraft, automobiles, bourbon whiskey, motorcycles, jeans, tobacco, yachts, and diamonds, with tariffs set to match those threatened by the U.S. [4] - The EU's stance is becoming increasingly firm, with member states like Germany supporting the use of retaliatory measures [4] Group 3: Negotiation Challenges - The initial deadline for the "reciprocal tariffs" set by Trump was July 9, later extended to August 1, with limited agreements reached with a few countries [5] - Trump indicated that most agreements are not bilateral free trade agreements but unilateral letters from the U.S., with tariff rates ranging from 10% to 15% [5] - The European Central Bank decided to maintain key interest rates, citing uncertainty in the economic outlook primarily due to the unclear prospects of U.S.-EU trade negotiations [5]

Core Viewpoint - The U.S. Secretary of Commerce has confirmed that the deadline for imposing tariffs on trade partners is August 1, with no extensions or grace periods [3]. Group 1: Tariff Implementation - The tariffs will officially take effect on August 1, and customs will begin collecting them [3]. - A few countries have reached agreements with the Trump administration, resulting in tariff levels that are generally higher than the new 10% baseline rate but lower than the threatened higher rates [3]. Group 2: U.S.-EU Trade Negotiations - EU Commission President Ursula von der Leyen is set to meet with President Trump to negotiate a trade agreement before the August 1 deadline, or face tariffs up to 30% on EU exports to the U.S. [7]. - The outcome of the negotiations largely depends on Trump's decisions, with both sides having significant unresolved issues [8][9]. - The EU has prepared countermeasures, including potential tariffs on approximately €100 billion (about $117 billion) worth of U.S. products, should the U.S. impose the 30% tariffs [9]. Group 3: Business Delegation to China - A high-level U.S. business delegation is expected to visit China, organized by the U.S.-China Business Council, to potentially restart commercial negotiations [5]. - The delegation will include executives from Boeing and the U.S.-China Business Council, indicating a significant engagement in trade discussions [4][5].

Core Viewpoint - The article discusses the impending trade tensions between the United States and the European Union, highlighting the potential for increased tariffs and the urgency for both parties to reach a trade agreement before the August 1 deadline [1][2][4]. Group 1: Tariff Developments - The U.S. Secretary of Commerce, Wilbur Ross, announced that the U.S. will not extend the tariff deadline set for August 1 [2]. - The EU plans to impose tariffs on nearly €100 billion worth of U.S. goods if a satisfactory trade agreement is not reached by the deadline [1][2]. - The EU's initial response includes merging two lists of U.S. goods worth €210 billion and €720 billion for potential tariffs, which could take effect on August 7 [2][3]. Group 2: Trade Negotiations - EU Commission President Ursula von der Leyen is scheduled to meet with U.S. President Trump to discuss a trade agreement, with Trump suggesting a 50% chance of reaching a deal [1][4]. - The proposed agreement may involve a 15% baseline tariff on most EU goods, which is seen as better than the threatened 30% tariff [5]. - Over 70% of EU export goods are currently facing U.S. tariffs, with steel and aluminum at 50%, and automotive products at 25% [4]. Group 3: Economic Implications - The uncertainty surrounding the trade negotiations has led to a pause in interest rate cuts by the European Central Bank, which is concerned about the impact of U.S. tariffs on the Eurozone economy [6]. - The ECB's current economic outlook is described as "exceptionally uncertain," primarily due to the unclear future of U.S.-EU trade talks [6]. - Analysts suggest that the tariffs could trigger further rate cuts or impact the Eurozone's export structure, leading to inflationary pressures [6]. Group 4: Broader Trade Context - Since July 9, the U.S. has only finalized trade agreements with a few countries, including Japan, the Philippines, and Indonesia, while negotiations with the EU and others remain challenging [7][8]. - Trump indicated that most agreements would be finalized by August 1, with potential tariffs ranging from 10% to 50% on various countries [8].

Group 1 - The European Union has officially approved a retaliatory tariff plan against the United States, valued at €93 billion, targeting key economic sectors such as Boeing aircraft, automotive industry, and agricultural products [1][3] - This response is a direct reaction to the high tariffs imposed by the U.S. on the EU since 2025, which have severely impacted the EU economy, particularly Germany's automotive sector and France's aviation industry [3][6] - The EU's decision to implement these tariffs is part of a broader strategic adjustment, influenced by internal and external pressures, including concerns from member states like Hungary regarding reliance on Russian energy [6] Group 2 - The rising tariff barriers indicate a growing trend of economic decoupling between the EU and the U.S., prompting countries like Germany to relocate production lines to avoid tariffs [5] - U.S. agricultural states, such as Kentucky, face significant market shrinkage risks due to these tariffs, particularly affecting industries like bourbon whiskey [5] - Despite existing fundamental differences, the EU is strengthening its cooperation with China, particularly in areas like climate change and green technology, opening new avenues for collaboration [5]