①【美债抛售引发避险资产重估】在关税正式生效的首日，美债遭遇猛烈抛售，10年期美债收益率快速上行，连“全球最安全资产”也难逃冲击。②【英国30年期国债收益率飙升】受美债带动，英国30年期国债收益率一度升至1998年以来新高，显示长端利率正在全球范围内迅速重新定价。③【欧美股市承压，药企领跌】欧洲股市延续亚洲市场的跌势，医药板块成为主要下跌板块，因特朗普称美国将很快宣布对大型制药企业加征关税。④【现货黄金日内继续上涨】黄金突破3050美元/盎司。此前几个交易日出现温和回调，可能是因为投资者出售流动性较强的黄金资产，用于弥补其他市场的亏损。⑤【达里奥：投资者需关注更深层次裂变】桥水创始人达里奥警告，当前不仅是关税冲击，更是全球货币、政治与地缘秩序“百年一遇”的系统性解构，呼吁投资者认清大趋势。
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