油价大跌、欧洲防务股下挫，报道：白宫称本周可能达成俄乌框架！

Core Insights - The news indicates that a framework agreement to end the Russia-Ukraine conflict may be reached by the end of the month, with potential discussions occurring as early as this week [1] - The U.S. government has been secretly negotiating with Russia to draft a new plan, which includes 28 points addressing peace in Ukraine, security guarantees, and future relations between the U.S. and Russia [1][6] - The absence of direct Ukrainian participation in the peace plan has raised concerns in the market, leading to declines in European defense stocks [1] Group 1: Negotiation Developments - High-level U.S. officials believe the current situation is favorable for advancing peace talks, especially given the pressures faced by Ukrainian President Zelensky [6] - The 28-point plan includes not only a ceasefire agreement but also provisions for restoring U.S.-Russia relations and addressing Russian security concerns [6] - U.S. military officials are engaging with Ukraine to communicate the peace proposal, indicating an acceleration in the negotiation process [7] Group 2: Market Reactions - Following the announcement of the potential framework agreement, European defense stocks experienced significant declines, with Rheinmetall dropping by 4% [1] - Oil prices also fell sharply, with WTI crude oil decreasing by 3% and Brent crude oil by 2.9% [3] - The exclusion of European allies from the peace plan discussions has raised concerns about transatlantic relations and market stability [8]