Core Points - The announcement of a phased ceasefire between Israel and Iran was made by President Trump, aiming to end a 12-day conflict [1] - Iranian Foreign Minister Zarif stated that there is no agreement on a ceasefire, but Iran is willing to halt military actions if Israel stops its attacks by a specified time [1] - The conflict involved significant military actions, including large-scale airstrikes by Israel on Iranian nuclear facilities and retaliatory attacks by Iran on Israeli targets [1] - The U.S. military conducted operations against Iranian nuclear facilities as part of the response to the conflict [1] Summary by Sections Ceasefire Agreement - President Trump announced that Israel and Iran agreed to a phased ceasefire within 24 hours, with Iran ceasing hostilities first, followed by Israel [1] - The ceasefire is intended to formally end the ongoing conflict that has lasted for 12 days [1] Military Actions - Israel launched extensive airstrikes on multiple Iranian locations, targeting nuclear facilities and military objectives, resulting in significant casualties [1] - In retaliation, Iran conducted multiple missile strikes against various targets within Israel [1] U.S. Military Involvement - The U.S. military executed an operation named "Midnight Hammer," targeting three Iranian nuclear facilities [1] - Trump confirmed that Iran launched 14 missiles at the U.S. Al Udeid Air Base in Qatar, with 13 intercepted and one not posing a threat [2]

Market Overview - The Asia-Pacific markets experienced a broad rally on June 24, with major indices showing significant gains [1] - The Nikkei 225 index rose over 1%, while the Korean Composite Index increased by more than 2% [2] Index Performance - **Nikkei 225**: Closed at 38,846.73, up 492.64 points (1.28%) from the previous close of 38,354.09. The index has seen a year-to-date decline of 2.63% [3] - **Korean Composite Index**: Closed at 3,083.72, up 69.25 points (2.30%) from the previous close of 3,014.47. Year-to-date, it has increased by 28.52% [4] - **Australian S&P 200**: Closed at 8,561.70, up 86.80 points (1.02%) from the previous close of 8,474.90, with a year-to-date increase of 4.93% [5] - **MSCI Taiwan Index**: Closed at 899.30, up 19.12 points (2.17%) from the previous close of 880.18, with a year-to-date increase of 6.77% [6] Chinese Market Performance - The A-share market showed mixed results at the opening, with the Shanghai Composite Index slightly down by 0.04%, while the Shenzhen Component and ChiNext Index rose by 0.26% and 0.35% respectively. By the time of reporting, the Shanghai Composite Index was up 0.49% [8] - The overall market saw over 4,300 stocks rising [8] Cryptocurrency Market - The cryptocurrency market rebounded, with Bitcoin rising over 4% and Ethereum increasing by over 7% [10] Commodity Market - The commodity futures market opened with significant declines, particularly in crude oil, which saw its main contract hit the limit down, and fuel oil dropping over 8% [11] - International oil prices also fell sharply, with NYMEX WTI and ICE Brent crude both down nearly 3% [12] Geopolitical Developments - Reports indicated that Iran and Israel have reached an agreement for a comprehensive ceasefire, with details disclosed by former President Trump [19] - The ceasefire is set to be implemented in phases, with Iran starting first, followed by Israel [19]

市场消息：以色列总理办公室否认达成停火协议。 ...

【环球时报驻俄罗斯、德国特派特约记者 肖新新 青木 柳玉鹏 裴茗】北京时间19日晚，俄罗斯总统普京 与美国总统特朗普开始举行电话会谈。这是自特朗普重返白宫后与俄领导人的第三次通话，上一次是在 3月中旬。与普京结束对话后，特朗普还计划与乌克兰总统泽连斯基及北约国家领导人通话。此次通话 前，俄总统新闻秘书佩斯科夫表示，俄方更愿意通过政治与外交途径解决乌克兰问题。英国《金融时 报》说，美国政府将此次通话描述为确立持久解决俄乌冲突具体框架的关键时刻。而欧洲领导人一直担 心美国会与俄罗斯达成忽视乌克兰利益的协议，在俄美总统通话前，他们"争相"试图影响特朗普的想 法。英法德意领导人18日与特朗普通话时讨论了"如果俄罗斯不认真对待和谈，他们可能实施制裁"。在 各方立场僵持的情况下，"俄乌谈判将走向何方"引发了舆论热议。美国有线电视新闻网（CNN）19日评 论称，与以往一样，解决俄乌冲突的难题依旧存在，双方目前都不愿意接受彼此的"最低条件"，不愿意 妥协。但这并不意味着对话——无论是面对面还是通话——是没有意义的。 俄美总统通话前，英国伦敦国王学院学者米隆对卡塔尔半岛电视台分析了几种可能的结果：双方就某种 停火达成一致；他们 ...

巴基斯坦全国航班仍持续延误或取消。当地时间5月12日，巴基斯坦全国航班仍持续延误或取消。11 日，巴基斯坦伊斯兰堡国际机场取消了30个航班，其中25个为国际航班。卡拉奇、拉合尔等地的多个机 场也出现类似情况。印度和巴基斯坦于5月10日达成停火协议，同意立即停火。双方宣布停火后，巴基 斯坦民航局立即发布公告，宣布巴基斯坦全面恢复领空开放，全国所有机场和各类型航班均恢复正常运 营。(央视新闻) ...

Group 1 - The Pakistan Stock Exchange announced a 60-minute trading halt, with the KSE-30 index showing an increase of over 9% [1] - Pakistan's Deputy Prime Minister and Foreign Minister Dar stated on social media that Pakistan and India agreed to an immediate ceasefire [2] - Indian Foreign Secretary Tang Yongsheng announced that India and Pakistan reached a ceasefire agreement on the same day [3]

1. 称港口业务放缓是好事——连日来，美国多个港口货运量大幅下降，停泊的货船减少。5月8日在被记 者问到这个问题时，美国总统特朗普表示，这意味着美国损失的钱少了。他还认为不做生意的话情况会 更好。所以，放缓是好事，不是坏事。 2. 称"夜不能寐"，全球问题比想象中难解决——《华盛顿邮 报》发文披露，对于无法迅速结束俄乌冲突，特朗普私下里坦承自己感到"沮丧"。他上周在佛罗里达州 向一群顶级捐赠者坦言，结束俄乌冲突的努力正让他的挫败感与日俱增，甚至让他夜不能寐。 3. 遭美 法官阻止推进大规模裁员及重组计划——当地时间5月9日晚，一位美国联邦法官裁定，特朗普政府不得 根据今年2月发布的一项行政命令，继续推进对多个联邦机构的大规模裁员或重大重组计划。 4. 邀功促 成印巴停火——特朗普在社交媒体上表示：在美国的斡旋下，经过一个漫长的夜晚，我很高兴地宣布， 印度和巴基斯坦已经同意立即全面停火。祝贺两国运用常识和大智慧取得这一成果。特朗普还称，将大 幅度增加与印度和巴基斯坦的贸易往来。此外，将与印巴双方合作，探讨在"千年之后"是否能够就克什 米尔问题达成解决方案。 5. 支持俄乌30天无条件停火协议——乌方昨日宣布准备 ...

Core Viewpoint - Ukraine and European leaders have stated that they will impose large-scale sanctions and increase military aid to Ukraine if Russia fails to comply with the ceasefire agreement [1] Group 1 - Ukraine and European leaders are prepared to take significant actions against Russia if the ceasefire is not respected [1] - The potential sanctions are described as large-scale, indicating a serious response to any violations by Russia [1] - Increased military assistance to Ukraine is planned as a countermeasure to Russian actions [1]

Conflict Situation - The Russian Ministry of Defense claims that Ukraine continues to violate the ceasefire agreement while Russia adheres to it. Ukrainian forces are attempting to cross into Russian territories of Kursk and Belgorod [1] Negotiation Situation - The Kremlin reports discussions between Russia and the U.S. regarding natural gas supplies to Europe [2] - U.S. media indicates that the U.S. and other allies are pressuring Putin, stating that new sanctions will be imposed if he rejects a 30-day ceasefire agreement [2] - A Kremlin spokesperson mentions that Russia would immediately support a 30-day ceasefire agreement if some "minor details" are considered [2] Other Situations - The U.S. Embassy in Kyiv warns of potential "significant" airstrikes in the coming days [4] - The Ukrainian Armed Forces report that over the past 24 hours, Russian forces conducted one rocket attack and 18 airstrikes on Ukrainian positions [4] - The governor of Belgorod, Russia, states that a Ukrainian drone attacked a local government building, with no casualties reported [4] - The Ukrainian Air Force reports that Russian aircraft launched guided bombs at southern Ukraine [4] Industry Insights - Ukraine's steel production has increased by 1% year-to-date in 2025 [5] - Reports suggest that Iran plans to deliver Fateh-360 missile launchers to Russia [5] - The Prime Minister of Hungary states that accepting Ukraine into the EU would be akin to "economic suicide" [5] - The Prime Minister of Norway has invited Ukrainian President Zelensky to participate in military exercises [5] - The Ukrainian Security Service indicates that Hungary's networks have been gathering intelligence on Ukraine's defense capabilities and southwestern air defense systems [5] - A far-right presidential candidate in Romania claims that Romania should receive compensation for providing assistance to Ukraine [5] - The Ukrainian Prime Minister announces that the EU will provide €1.9 billion from frozen Russian assets for weapon purchases [5]

印度军队：巴基斯坦军队也在查谟和克什米尔控制线沿线多次违反停火协议。 ...