Group 1 - The Russian Foreign Ministry spokesperson Maria Zakharova stated that Russia has not received any official information from the U.S. regarding the alleged Russia-Ukraine "agreement" mentioned in recent media reports [1] - The Kremlin's position on a potential peace agreement has not changed since the meeting between Presidents Putin and Trump in Alaska in August [1] - Reports indicate that U.S. envoy Steve Witkoff and Putin's envoy Kirill Dmitriev met in Miami last month to discuss a framework for ending the Russia-Ukraine conflict [1] Group 2 - The proposed plan reportedly requires Ukraine to make significant territorial concessions to Russia and abandon its demand for peacekeeping forces to prevent future attacks from Russia, which Ukraine had previously rejected [1][2] - The plan is said to be supported by Trump, who has been working for a year to facilitate a peace agreement, but has not yet achieved results [2] - The proposal includes Ukraine ceding the entire eastern Donbas region to Russia and agreeing not to join NATO for several years, which contradicts Ukraine's and its allies' longstanding positions [3][4] Group 3 - The plan's details have reportedly caught European allies off guard, with German officials stating they have not been informed of the proposal's specifics [5] - The new plan marks a shift in the White House's stance, contrasting with Trump's previous support for Ukraine's ability to reclaim lost territory [6] - U.S. Army officials are currently in Kyiv discussing battlefield plans and potential peace negotiations, marking the highest-level U.S. visit to Ukraine since Trump's return to office [6]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 据悉美俄双方秘密拟定28点和谈框架 美联储在12月议息时将缺乏最新的非农数据参考 美联储10月会议纪要显示官员们存在严重分歧 据称特朗普政府考虑暂缓征收半导体关税 英伟达AI营收、展望均超预期 荷兰宣布暂停对安世半导体的行政令 市场盘点 周三，在避险情绪和美联储12月可能按兵不动的预期提振下，美元指数连续第四个交易日走强，站上100关口，创近两周新高，最终收涨0.544%，报 100.13；美债收益率普涨，基准的10年期美债收益最终收报4.142%，对美联储政策利率敏感的2年期美债收益率收报3.602%。 现货黄金盘中一度冲高至4130美元/盎司上方，但在强势美元的限制下日内涨幅大幅收窄，最终收涨0.26%，报4078.22美元/盎司；现货白银最终收涨1.28%， 报51.35美元/盎司。 受美国重新推动俄乌和谈的消息影响，国际原油盘中跳水。WTI原油失守60美元关口，最终收跌1.96%，报59.4美元/桶；布伦特原油最终收跌1.89%，报 63.26美元/桶。 ...

据美媒，一名白宫高级官员表示，他们预计各方将在本月底前，甚至"最快本周内"就结束冲突的框架达 成一致。 目前能确认的是，一切进展得非常快。 周二，消息称美国陆军部长Dan Driscoll将进行一次极不寻常的基辅之行，随行的还有两位四星上将及 其他多名美军高官。按安排，他们此行将会见乌克兰总统泽连斯基以及其他乌克兰高层官员。 按照路透社的说法，泽连斯基随后还将前往安卡拉，与土耳其总统埃尔多安讨论和谈。"我们收到了来 自美国的一些立场和信号。"泽连斯基只给出了这么一句话。 据悉，白宫正接近与俄罗斯公布一项重磅新和平协议，官员称这份协议将最终让这场已经打了三年半的 俄乌冲突画上句号。 至于欧洲其他国家，"我们并不怎么在乎欧洲人。"这名官员直言。"关键在于乌克兰是否接受。" 媒体总结道："美国觉得乌克兰目前的处境——考虑到最近困扰泽连斯基的一连串腐败丑闻，以及此刻 的前线态势让乌克兰处在一个他们可以被说服接受这份协议的位置上。他们说这是合理的，是一份他们 相信乌克兰能够吞得下去的方案。" 俄方谈判代表德米特里耶夫告诉Axios，他之所以感到乐观，是因为"我们觉得俄方的立场这一次真的被 听进去了"。 更进一步来看，德 ...

Group 1: Federal Reserve Meeting Minutes - The Federal Reserve will release its October meeting minutes, which will provide insights into the future interest rate path amid increasing uncertainty [2] - The minutes will reflect the division among policymakers regarding further easing, with some officials supporting additional cuts while others advocate for caution [2][3] - Current market expectations indicate a 51% chance of another rate cut, highlighting the uncertainty surrounding monetary policy [2] Group 2: Economic Context - The recent end of a 43-day government shutdown has restored the release of key economic data, which may provide clearer insights for the Fed before the December meeting [3] - Analysts express concerns that the Fed may lack complete information on economic conditions due to the data delays caused by the shutdown [3] - Inflation remains above the Fed's 2% target, while the labor market shows signs of losing momentum, complicating the decision-making process for policymakers [3] Group 3: Nvidia's Upcoming Earnings Report - Nvidia is set to release its third-quarter earnings report, which is highly anticipated by investors amid recent pressures on AI-related stocks [4][5] - The consensus revenue estimate is approximately $54 billion, reflecting a year-over-year growth of 50% to 60% [6] - Key focus areas for the earnings report include the deployment of the new "Blackwell" architecture, data center versus gaming business dynamics, and profit margin trends [7][8] Group 4: Market Impact and Volatility - Nvidia's earnings report is expected to cause significant market volatility, with potential fluctuations in market capitalization estimated at around $320 billion [10] - Historical data shows that Nvidia's stock has averaged a 7.3% price change the day after earnings announcements, indicating a pattern of substantial market reactions [11] - The company's performance is likely to influence broader market sentiment, particularly in the semiconductor and AI infrastructure sectors, due to its significant weight in the S&P 500 index [11]

看期货热点,到 3 金十期货 EFF 2025 11-19 15:50 6 期市动态雷达 数据透视线索 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% 涨幅居前的品种： 碳酸锂2601(+4.97%)、工业硅2601(+4.68%)、多晶 ● 硅2601(+4.28%)、沪银2602(+2.19%)、棕榈油2601(+1.89%)。这些品 神受供需影响显著。 今日主力合约涨跌分布 今日主力合约市场中40个合约上涨,42个合 约下跌。市场多空力量较为均衡，资金和交易 活动在不同品种间分布较为平均。 主力合约涨跌排行 (%) 跌幅居前的品种： 纯碱2601(-3.11%)、焦煤2601(-2.81%)、集运指数 (欧线）2602(-2.66%)、氧化铝2601(-1.90%)、花生2601(-1.86%)， 可能受空头力量增强或基本面利空影响。 Casino (7-7) 40 30 20 10 0 -10 -20 资金流入最多的品种： 中证1000 2512(35.39亿元)、沪银2602(17.33 亿元)、碳酸锂2601(10.26亿元)，这些品种吸引了大量主力资金关注。 资金流出 ...

Group 1 - The European Union plans to establish a central agency to coordinate the procurement and storage of critical minerals to prevent the U.S. from purchasing global supplies "right under our noses" [1] - The EU's Executive Vice President for Industrial Strategy, Stéphane Séjourné, stated that the EU has become "collateral damage" in disputes over access to rare earth minerals, which are crucial for defense and clean technologies [1] - The European Commission announced in October that it will hastily develop a plan to diversify the stockpiles of critical minerals, including rare earths, lithium, and copper [1] Group 2 - Séjourné emphasized that Brussels aims to use special funds to establish a critical minerals "center" to purchase, coordinate European procurement actions, reserve stock, and encourage companies to integrate more economic security factors into their supply chains [1] - The EU is reportedly behind the U.S. in integrating tools for securing critical materials, as the U.S. has been quicker to invest in domestic miners and sign supply agreements with various governments [1] - Séjourné's plan requires approval from the 27 EU commissioners and may include rapid partnership agreements with countries like Brazil and South Africa to ensure supply [1] Group 3 - Séjourné plans to visit Brazil and South Africa in the coming weeks and suggested that the EU should consider introducing price floors to ensure European companies can access domestic stock [2] - Concerns were raised that miners and processors are reluctant to invest in production within the EU due to fears that customers will still prefer cheaper sources despite supply risks [2] - The EU has set domestic production targets for critical minerals in 2023, but lengthy bureaucratic approval processes and environmental opposition have delayed new project launches [2] Group 4 - The plan will also fund innovations to develop technologies that do not require rare earths, with Séjourné stating that achieving independence is best accomplished by not needing these raw materials [2]

荷兰政府表示，已暂停对安世半导体的干预。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 乌克兰正敦促欧洲盟友在政治层面作出决定，于下月释放一项基于冻结俄罗斯国家资产、规模约1630亿 美元的拟议贷款，因为乌克兰正为2026年预算中的巨大缺口以及一桩正在发酵的腐败丑闻可能带来的冲 击而感到忧虑。 欧洲领导人上月未能就这笔为基辅设计的"赔偿贷"达成一致，将在12月18日的峰会上再次讨论该议题。 预计从2026年第二季度起，乌克兰将需要第一批规模可观的对外财政支持。 乌克兰总统泽连斯基办公室一名高级官员表示，这次峰会"看起来将是欧洲在今年为乌克兰贷款作出决 定的最后机会"，而俄罗斯方面则表示，如果欧盟推进这一计划，将作出"痛苦的回应"。 泽连斯基总统办公室高级法律顾问Iryna Mudra在接受采访时表示："我们并不指望届时所有技术细节都 已最终敲定，但必须就发行这笔贷款的整体架构达成一致。" 预算缺口隐现 她说，乌克兰预期欧洲盟友能够明确通过何种结构与治理安排提供这些资金。同样重要的是，乌克兰必 须参与资金如何分配和排序的决策过程。 "如果没有乌克兰的直接参与，援助很有可能变得低效，因为真正的前线需求只有我们最清楚，但决策 当然应当同我们的伙 ...

高盛总裁沃尔德伦表示，市场已经为可能出现的进一步下跌做好准备，而投资者将密切关注即将公布的 科技龙头英伟达的关键财报。 沃尔德伦周三在新加坡举行的彭博新经济论坛期间接受采访时表示："在我看来，市场从当前位置再往 下回调一点是完全可能的。我确实认为，从技术面来看，目前的倾向更多是增加保护，更偏向于防范下 行风险。" 标普500指数本月迄今已下跌逾3%，正走向自3月以来表现最差的一个月，同时市场波动性飙升。全球 最大一批科技公司的抛售，再次点燃了围绕人工智能的争论：眼下的业务收入和利润，是否足以支撑在 相关基础设施上巨额投入的合理性。 他在接受采访时表示："你现在看到的是市场出现了一波回调，我觉得这其实是健康的，毕竟今年以来 市场已经涨了不少。市场现在高度聚焦在这一轮AI行情上：我们能否拿到与投入资本相匹配的回报？ 这些预期是否已经完全反映在价格里？这是一场很大的争论。" "我们已经看到风险资产被重新定价。"曾任巴克莱银行集团首席执行官、现管理投资公司Atlas Merchant Capital的戴蒙德表示，"在我看来，这是一轮健康的调整，而不是正在演变成一轮熊市。" 戴蒙德同时表示，由财政支出推高的主权债务规模 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 尽管美联储政策制定者在12月会议前出现严重分歧，但渣打银行表示，这不大可能阻止美联储继续降 息，并警告就业市场预期的疲软将继续主导货币政策走向。 "我们坚持认为FOMC将在12月降息，主要因为我们认为9-11月的就业数据很可能会非常疲软，"渣打银 行全球G10外汇研究和北美宏观策略主管史蒂夫·英格兰德（Steve Englander）在最近的一份报告中表 示。"这应该足以促使美联储中间派倒向降息阵营。" 在英格兰德看来，分歧的根本原因不在于对经济数据的不同解读——这些"很可能会被即将到来的数据 解决"，而在于政策制定者"对政策应如何应对高于目标的通胀和低于目标的劳动力市场结果有不同评 估"。 最强硬的鹰派声音包括堪萨斯城联储主席杰弗里·R·施密德（Jeffrey R. Schmid）、波士顿联储主席苏珊 ·M·柯林斯（Susan M. Collins）和圣路易斯联储主席阿尔贝托·G·穆萨莱姆（Alberto G. Musalem）。 英格兰德补充说，他们希望"避免可能难以逆转的提前降息"，这与美联储理事斯蒂芬·米兰（Stephen Miran）的鸽派立 ...