近期，中美两国在关税问题上达成阶段性休战协议，这一重磅消息瞬间点燃全球金融市场的关注热情。作为全球工业生产的 “晴雨表”，铜价的异常波动更是引发了大宗商品领域的广泛热议。按照市场常规逻辑，关税政策边际改善往往会释放积极信号，推动工业原材料需求预期上行，进而带动价格回暖。然而令人意外的是，在休战协议公布后的交易周期内，LME 三个月期铜价接连下探，沪铜主力合约也同步承压，累计跌幅一度触及 2.3%。

The significant reduction of tariffs between China and the United States is beneficial for trade growth between the two countries and global economic recovery, an official with the National Bureau of ...

Mega-cap tech stocks, which have led much of the recent market rebound, saw broad weakness. Nvidia, Apple, Amazon, and Alphabet all declined, while Microsoft and Meta also lost ground. Tesla rose 0.51 ...

本文分析了美国视角下此次共识达成的背景，指出 美国面临的经济压力与政治成本是促使其政策转向的重要动因。 同时强调，尽管关税有所下调，但整体水平依然偏高，中美经贸领域的不确定性依然存在。最后，文章展望了后续谈判的重点议题及达成更持久协议的可能性。

(ECNS) -- In a significant shift from over a month of heightened trade tensions, China and the U.S. agreed to remove the majority of tariffs imposed since April 2 to ease trade tensions on Monday, ...

编者按：近期，在印度与巴基斯坦空军交火中，巴基斯坦声称其使用中国制造的歼-10战斗机击落了印度的阵风战机，事件引发国际社会广泛关注。清华大学战略与安全研究中心研究员周波就此在《南华早报》发表评论文章，从国防工业的里程碑、国际军火市场的机遇、解放军战略 ...

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