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加沙停火谈判再陷僵局,特朗普与内塔尼亚胡会晤能否破局?
Sou Hu Cai Jing·2025-07-07 10:01

Group 1 - The first round of ceasefire negotiations in Doha, Qatar, ended without agreement due to Israel's lack of sufficient authorization to discuss key issues such as ceasefire duration and prisoner release [2][3] - Israel's negotiating team was only authorized to discuss humanitarian aid distribution, which limited the scope of the talks [3] - The proposed ceasefire plan by Qatar required Hamas to release 10 Israeli captives and return 18 bodies within 60 days, while Israel insisted on retaining the right to resume military actions [3][5] Group 2 - Israeli Prime Minister Netanyahu's meeting with President Trump is focused on the Gaza ceasefire, Iran issues, and normalization of relations with Arab countries, with market attention on potential concessions from Trump regarding tariffs and military aid [2][6] - The meeting is the third between Trump and Netanyahu in six months, with three main focal points: specific terms of the Gaza ceasefire, Iran nuclear issues, and tariff policies [6] - Israel has reportedly rejected Hamas's demand for a "permanent ceasefire," preferring a phased temporary ceasefire instead [6] Group 3 - The upcoming Federal Reserve meeting minutes are expected to be a key market catalyst, with a high probability of maintaining interest rates in July and a significant chance of a rate cut in September [7] - Long-term concerns about the U.S. dollar's credit risk are highlighted by the rising federal debt-to-GDP ratio and the declining share of the dollar in global reserves [9] - Geopolitical developments, including the Gaza ceasefire negotiations and the outcomes of the Trump-Netanyahu meeting, are likely to influence gold price fluctuations in the short term [9]