市场对中东和特朗普的“真实写照”：厌倦、麻木不堪

Group 1 - Global stock markets experienced a moderate increase as investors processed President Trump's announcement regarding the ceasefire timeline between Iran and Israel, alongside signs of growing fatigue towards Trump's policy-making [1] - The MSCI World Index, tracking over a thousand large and mid-sized companies across 23 developed markets, rose by 0.24% as of Tuesday's European session [1] - U.S. stock index futures also saw slight gains, with Dow Jones Industrial Average futures up by 0.71%, S&P 500 futures rising by 0.74%, and Nasdaq 100 futures increasing by 0.98% [1] Group 2 - Market sentiment remains relatively subdued, reflecting a potential desensitization to Trump's policy changes, as noted by Hugh Dive, Chief Investment Officer at Atlas Funds Management [1][2] - The response from Iran to U.S. strikes on its nuclear facilities has been largely restrained, with reports indicating no casualties from a missile attack on a U.S. airbase in Qatar [1] - Since the tariff policy changes in April, subsequent market fluctuations triggered by policy changes have been diminishing in intensity [1] Group 3 - The de-escalation of tensions in the Middle East was anticipated, with Iran's Foreign Minister suggesting readiness to cease hostilities despite denying acceptance of a ceasefire mediated by the U.S. [3] - Dan Ives, Managing Director at Wedbush Securities, expressed optimism that the reported ceasefire represents the best possible outcome for Wall Street, predicting a market rise following Tuesday's opening [3] - In a typical peace period, safe-haven assets faced selling pressure, with spot gold dropping over 1% to around $3,320 per ounce, although it remains at historical highs [3]