美国总统特朗普当地时间周四签署行政命令，正式实施美日贸易协定。根据该协定，美国将对日本汽车 和零部件征收15%的关税。 此外，该命令授权美国商务部长将特定日本产品的对等关税税率修改为零，这些产品包括美国无法获得 的自然资源，以及仿制药、仿制药成分和仿制药化学前体。 该命令签署之际，华盛顿和东京正在进行后续会谈，以弥合双方在7月22日宣布的一项框架贸易协议细 节上的分歧。 该命令还提到日本同意在美国投资5500亿美元，并称这些投资将由美国政府选择。 根据该命令，美国将把对日本汽车和零部件的关税从目前的27.5%降至15%。 责任编辑：栎树 降低汽车关税需要一个行政程序，特朗普要求在该命令在《联邦公报》上正式公布之日起七天内进行。 该命令还规定了对日本的"对等"关税的定义，此前围绕是否将跨境关税加在对日本征收的现有关税之上 存在争议。 该命令规定，对于现有关税低于15%的日本产品，包括对等关税在内的总税率将为15%，对于现有关税 至少为15%的产品，对等关税将为零。 这一措施将适用于8月7日（华盛顿时间）凌晨12点01分或之后进入美国消费市场的日本产品。 ...

Group 1 - The first batch of tariff measures has been in effect for six months, leading to a significant increase in the actual tariff rate in the U.S. from approximately 2.5% to nearly 20% [2] - Seven countries and regions are currently negotiating trade arrangements with the U.S., accounting for over a quarter of U.S. imports, with tariff rates fluctuating between 15% and 20% [2] - The U.S. has agreed to differentiated tariff reductions based on Section 232 reviews, with the U.K. receiving special treatment in the steel and aluminum sectors, maintaining a 25% tariff while others face 50% [2] Group 2 - The EU has announced a 15% tariff on pharmaceuticals and semiconductors, which is expected to be lower than the final tariff levels for these industries [3] - The EU's adjustments are significant as it is projected to account for 62% of U.S. imports in the pharmaceutical sector by 2024 [3] - The trade agreements with the U.S. involve over a trillion dollars in investment intentions across various sectors, although specific details remain unclear [3] Group 3 - The silver T+D market showed a fluctuating upward trend, closing at 9183 yuan/kg, with a daily high of 9224 yuan/kg and a low of 9124 yuan/kg [1][4] - Resistance levels for silver T+D are noted at 9224-9300, while support levels are identified at 9000-9124 [4]