Core Insights - The global capital markets experienced significant volatility due to geopolitical tensions, particularly related to the Russia-Ukraine conflict, with oil prices dropping over 1.5% and gold prices seeing a short-term decline [1][4]. Group 1: Peace Negotiations - Diplomatic efforts accelerated before Thanksgiving, with Ukraine's President Zelensky preparing to meet with Trump on November 27 to finalize key steps for a peace agreement [3]. - The initial "28-point" plan proposed by the U.S. has been condensed to a "19-point" version, which Ukraine has agreed to, although some details remain to be negotiated [3]. - Moscow's response has been lukewarm, with officials indicating they have not received the updated plan and are awaiting further details from the U.S. [3]. Group 2: Geopolitical Considerations - The timing of the peace plan has drawn academic interest, with experts suggesting that both Russia and Ukraine may be exhausted, providing an opportunity for the U.S. to propose a new plan [4]. - The expectation of reduced geopolitical risks has impacted the valuation of safe-haven assets, leading to a decline in gold prices as market risk aversion diminishes [4]. - Analysts express caution regarding the future of precious metals, noting that the lack of sustainable risk factors and ongoing uncertainty surrounding U.S. Federal Reserve policies will continue to influence gold prices [4].
特朗普放话!俄乌和平协议非常接近,原油黄金应声跳水
Sou Hu Cai Jing·2025-11-26 05:56