#特朗普延迟加征欧盟关税# The延期 of the US-EU tariff negotiations until July 9 has provided a buffer period for both parties, but fundamental disagreements remain unresolved. In the short term, the market may continue to 波动, especially for industries and companies with a high dependence on exports to the US. In the medium to long term, the global 供应链 restructuring will continue, and companies will accelerate the diversification of their production bases. Future countermeasures that the EU may introduce and the specific effective time, as well as the political dynamics of the US midterm elections, may also impact trade policies. Under the interaction of adjustments in the monetary policy of major global 央行 and tariff policies, the specific response strategies and performance of key industry companies will continue to change and update.