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德国总理称必须尽快与美国达成关税协议

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2025-07-03 11:45:20

德国总理默茨敦促欧盟加速解决美欧关税争端 核心产业保护成当务之急



德国总理默茨近日在欧盟紧急会议上强调,欧盟必须立即采取行动解决与美国持续升级的关税争端,重点保护汽车制造、钢铁生产和制药业等战略产业。这位欧洲重要领导人警告称,随着美国对欧政策立场明显转变,跨大西洋关系正面临数十年来最严峻考验



默茨在讲话中指出:"我们每个人都必须竭尽全力维持与美国的同盟关系。但现实情况要求我们必须做好充分准备,面对美国可能逐步减少对欧洲安全承诺和经济合作的可能性。"



针对当前谈判进展,默茨特别强调时效性的重要性:"谈判必须提速,与其追求面面俱到的复杂协议,不如先达成框架性解决方案。但即便如此,预计仍需数月时间才能取得实质性成果。"



【对投资者的潜在影响】

1. 汽车及钢铁类股票可能承压 - 持续关税争端将直接影响相关行业利润率

2. 制药行业并购活动可能加速 - 企业或通过跨境整合应对贸易壁垒

3. 欧元兑美元汇率波动风险上升 - 政治不确定性将加剧外汇市场震荡

4. 防御性资产配置需求增加 - 投资者可能转向黄金等避险资产

5. 欧洲一体化进程相关股票存在机会 - 危机可能推动欧盟内部产业政策协调

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