金十数据7月11日讯，据Politico周五援引多位知情人士报道，德国计划再购买15架F-35战斗机，此举将 使该国计划拥有的美国制造的战机数量增至50架。这一消息发布之际，德国与法国在联合法德战斗机 FCAS合作项目上出现紧张关系。此前有报道称，法国方面如今要求获得80%的工作份额。一位业内人 士透露，这一要求将打破原先商定的任务分配，并可能导致该项目无法进入下一阶段。据报道，德国此 番追加订单，也符合北约盟国间达成的一项新协议——未来十年内将集体防务支出目标提高至占GDP的 5%，此举旨在应对俄罗斯构成的长期威胁，并强化民事和军事韧性。 Politico：德国计划再购买15架F-35战斗机 ...

Core Points - French President Macron's visit to the UK emphasizes the need for stronger Franco-British cooperation in defense and security, particularly in light of current global threats [1][3] - Macron advocates for reducing dependence on the US and China, highlighting the importance of an independent European defense strategy [4][6] Group 1: Franco-British Relations - Macron is the first European leader to be invited for a state visit to the UK since Brexit, marking a significant diplomatic gesture [1] - The military budget of France and the UK combined accounts for 40% of Europe's total, indicating their pivotal role in European security [3] - Macron's speech in the UK Parliament is a rare honor, reflecting the importance of the Franco-British relationship [1][3] Group 2: Defense Cooperation - Macron calls for a significant deepening of military cooperation between France and the UK, aiming to increase defense spending to 3.5% of GDP in the coming years [3] - The two nations are encouraged to collaborate on new joint projects to enhance industrial cooperation and establish a robust European defense framework within NATO [3] Group 3: Economic Independence - Macron stresses the need for both countries to avoid over-reliance on the US and China to mitigate economic and social risks [4] - He emphasizes the importance of an open world that fosters cooperation without dependency, indicating a shift towards greater economic autonomy for Europe [4] Group 4: Diplomatic Engagement - The state banquet hosted by King Charles III for Macron signifies a warming of relations compared to previous tensions, highlighting a new chapter in Franco-British diplomacy [5] - The banquet included notable guests and was marked by a toast to the future of Franco-British relations, emphasizing friendship and collaboration [5]

德国总理默茨：必须遵守法德战斗机协议。未来空战系统（FCAS）有助于增强欧洲防务能力。 ...

来源：新华社 最先披露相关消息的美国福克斯新闻网站援引消息人士的话报道， 此次会谈涉及缓和美伊关 系、如何让美伊双方"坐到谈判桌前"以及加沙地带停火、巴勒斯坦伊斯兰抵抗运动（哈马斯） 释放剩余所有以方被扣押人员并归还死亡人员遗体。 据白宫记者团消息，特朗普3日在马里兰州安德鲁斯联合基地与媒体简短交流时称，威特科夫 正在负责推动与伊朗重启谈判，伊朗方面希望直接与特朗普对话，"而且是时候他们这样做 了"。 特朗普说，美国不想"伤害"伊朗，"如有必要"，他愿意会见伊朗代表。 伊朗外交部副部长马吉德·塔赫特－拉万希3日接受美国全国广播公司新闻台采访时说，伊朗不 打算对美国采取进一步报复行动，但是美国"需要保证谈判期间不打击伊朗"。伊朗不会放弃铀 浓缩，"我们对铀浓缩的政策至今没有改变"。 报道说，双方还讨论了实现沙特与以色列关系正常化所需步骤，以及美沙两国完成一项双边防 务和贸易协定的进展。消息人士透露，双方"在所有方面都取得了进展并感到乐观"。 另据美国阿克西奥斯新闻网站报道，哈立德还同美国中东问题特使威特科夫及国防部长赫格塞 思会面。威特科夫打算下周在挪威首都奥斯陆会见伊朗外交部长阿拉格齐，讨论双方重启伊朗 核谈 ...

韩国总统发言人：韩国总统李在明与北约秘书长进行了会谈，讨论了深化防务伙伴关系的问题。 ...

Group 1: Trade Relations and Tariffs - The potential for a trade agreement between the US and EU is seen as beneficial for all parties involved, with a likelihood of reaching an agreement despite current tensions [1][4] - The proposed 10% baseline tariff by the Trump administration is expected to become a long-term arrangement, which may not severely hinder trade but is higher than previous rates [3][4] - The adjustment of production activities back to the US is anticipated as companies adapt to tariffs, particularly in strategic industries like steel and aluminum [3] Group 2: Economic Outlook and Risks - The primary risk for the market in the second half of the year is the outlook for US economic growth, particularly if consumer demand shows signs of significant slowdown [1][12] - The Federal Reserve is adopting a cautious stance due to concerns over the dual impact of tariffs on growth and inflation, with potential interest rate cuts expected later in the year [5][12] - The European Central Bank is nearing the end of its rate hike cycle, with inflation in the Eurozone declining, which may influence capital flows and investment strategies [5] Group 3: Currency and Market Dynamics - The current weakness of the US dollar is attributed to a shift in global capital allocation, with investors moving away from US assets towards other markets [6] - European stock markets have shown resilience, with better opportunities identified in emerging market stocks rather than European equities [7] Group 4: Investment Preferences and Themes - The focus remains on equities rather than fixed income assets, with a belief in continued global economic growth despite concerns over tariffs [8] - The themes of defense, energy security, and artificial intelligence are expected to persist, with AI companies showing stable earnings expectations despite external market pressures [9][11] Group 5: ESG and Renewable Energy - The demand for renewable energy is increasing due to the need for substantial energy resources, driven by the operational requirements of AI technologies [11] - The dual motivation of moral responsibility and economic necessity is propelling the growth of ESG investments [11]

市场消息：乌克兰外交部邀请美国临时代办讨论美国的军事援助和防务合作事宜。 ...

金十数据7月2日讯，欧洲央行管委雷恩表示，欧洲应该集中防务投资，因为这将降低成本，加快进程， 并创造一种新的安全金融资产，从而增强欧元的国际地位。欧洲央行行长拉加德曾表示，美国不稳定的 经济政策为欧元在全球舞台上从美元手中夺取市场份额创造了空间，但这需要欧元区重启一项长期停滞 的进程，以完成其金融架构。联合防务借款可以在两个方面提振欧洲和欧元的前景：它将创造一种大规 模、流动性强的安全资产，这是金融部门顺利运转所必需的；它还将提高防务能力，这是任何发行主要 储备货币的集团都必须具备的。 欧洲央行管委雷恩：欧洲联合防务借款可以增强欧元的全球地位 ...

Group 1: Core Insights - The article highlights Europe's significant military dependence on the United States, particularly through NATO, which has led to a loss of strategic and defense autonomy for European nations [1][8][10] - The U.S. provides critical strategic capabilities, operational command, and tactical forces that Europe lacks, making it difficult for European countries to operate independently [3][4][6] - The ongoing conflict in Ukraine has exposed weaknesses in Europe's military capabilities, particularly in ammunition reserves and industrial capacity [4][6] Group 2: Military Dependence - Europe relies heavily on U.S. intelligence, surveillance, and reconnaissance (ISR) capabilities, with varying degrees of dependence among countries, from Denmark to France [5] - The U.S. maintains a dominant position in Europe's arms market, with European nations purchasing significantly more military equipment from the U.S. than from each other [6][10] - The presence of U.S. military bases across Europe reinforces this dependence, with approximately 84,000 U.S. troops stationed in Europe as of early 2025 [7] Group 3: Challenges to Autonomy - Efforts to achieve military independence in Europe face numerous challenges, including financial constraints and the need for greater unity among European nations [12][13] - The aspiration to create a unified European military force has been historically opposed by the U.S., which has contributed to the stagnation of such initiatives [9][10] - Recent reports indicate that while there is a trend towards increasing procurement from European suppliers, the overall military capability gap remains significant [14] Group 4: Future Plans - European nations are formulating plans to replace U.S. military roles within NATO over the next 5 to 10 years, with discussions involving key countries like the UK, France, and Germany [12][13] - The European Union aims to enhance its defense capabilities through increased investment in the defense industry and joint procurement initiatives [12] - Despite ongoing reliance on U.S. military support, there are signs of improvement in Europe's defense procurement, with a growing trend to favor European suppliers [14]

Group 1 - South Korea is actively seeking to extend the 90-day tariff suspension period originally set to expire on July 9, due to the current negotiation progress not being sufficient to meet the deadline [1] - The recent high-level trade talks between South Korea and the U.S. marked the third round of technical negotiations since the agreement to formulate a tariff reduction plan by July 9 was reached in late April [1] - The South Korean official indicated that some countries may reach agreements before July 8, while others may require extensions, and some may continue negotiations under the existing tariff framework [1] Group 2 - The U.S. focused on non-tariff barriers during the recent talks, shifting attention from nearly zero tariffs on U.S. imports to technical trade barriers and regulatory standards [2] - Discussions regarding foreign exchange rate policies and the sharing of defense costs for U.S. troops stationed in South Korea are being conducted through separate channels [2] - The ongoing tariff negotiations reflect a deeper strategic competition between South Korea and the U.S., with South Korea's key industries like automotive and steel urgently needing tariff relief, while the U.S. aims to reshape the Asia-Pacific trade landscape through new trade rules [2]