Market Performance - The German DAX30 index opened up by 0.17% [1] - The UK FTSE 100 index opened up by 0.18% [1] - The European Stoxx 50 index opened up by 0.19% [1] - The French CAC40 index opened up by 0.11% [1]

英国富时100指数7月1日（周二）开盘上涨16.14点，涨幅0.18%，报8777.10点； 欧洲斯托克50指数7月1日（周二）开盘上涨10.11点，涨幅0.19%，报5313.35点； 西班牙IBEX35指数7月1日（周二）开盘上涨3.70点，涨幅0.03%，报13994.50点； 意大利富时MIB指数7月1日（周二）开盘下跌92.22点，跌幅0.23%，报39700.00点； 德国DAX30指数7月1日（周二）开盘上涨31.46点，涨幅0.13%，报23959.82点； 法国CAC40指数7月1日（周二）开盘上涨8.47点，涨幅0.11%，报7674.38点。 ...

Group 1 - The European Central Bank (ECB) is very close to its inflation target [1] - The risk of inflation being below the target is low [1] - The ECB is in a good position to address future challenges [1] Group 2 - The economic situation in the Eurozone is not favorable [1] - The risks to the economic outlook in the Eurozone are skewed to the downside [1] - Growth in the second and third quarters is expected to be close to zero [1]

Core Viewpoint - The European Central Bank (ECB) must retain all options available to it in response to economic conditions [1] Group 1 - The ECB is facing a complex economic environment that requires flexibility in its monetary policy decisions [1] - The statement emphasizes the importance of being prepared for various scenarios that may arise in the future [1] - The ECB's approach indicates a commitment to adapting its strategies as necessary to ensure economic stability [1]

欧洲央行副行长金多斯：欧洲央行目前处于良好状态，可以应对未来形势。 ...

Group 1 - The core theme of the report focuses on understanding the "European changes" in the context of global multipolarity, regional power restructuring, and domestic polarization [2] - The report will involve contributions from experts across various Chinese universities and think tanks, discussing European integration prospects, geopolitical and geoeconomic changes, and the situations of major countries such as the UK, France, Germany, Italy, Poland, and Spain [3] - The event marks a significant initiative by the China-Europe Research Think Tank Network (CTNE) to promote knowledge exchange and think tank collaboration following the successful release of last year's report on China-Europe relations in a multipolar world [3] Group 2 - The report authors include notable scholars from Tsinghua University, Shanghai Institute for International Studies, and the Chinese Academy of Social Sciences, who will share insights on the changing role of the US, the reconstruction of Ukrainian identity, and the rebuilding of European security order [2] - The CTNE aims to enhance the international dissemination of Chinese perspectives by collaborating with fourteen other member institutions to explore innovative paths in regional and country-specific research [3] - The event featured discussions on the costs of European aid to Ukraine and the impact of the conflict on China-Russia and China-Europe relations, highlighting the current focal points of interest [2]

新能源及有色金属日报 | 2025-07-01 重要数据 铝现货方面：SMM数据，昨日长江A00铝价录得20780元/吨，较上一交易日下跌110元/吨，长江A00铝现货升贴 水较上一交易日下跌30元/吨至50元/吨；中原A00铝价录得20580元/吨，中原A00铝现货升贴水较上一交易日下 跌50元/吨至-130元/吨；佛山A00铝价录20690元/吨，佛山A00铝现货升贴水较上一交易日下跌15元/吨至-20元 /吨。 氧化铝现货市场表现坚挺 铝期货方面：2025-06-30日沪铝主力合约开于20575元/吨，收于20580元/吨，较上一交易日收盘价上涨5元/吨， 涨幅0.02%，最高价达20620元/吨，最低价达到20450元/吨。全天交易日成交167837手，较上一交易日减少36447 手，全天交易日持仓272406手，较上一交易日增加1837手。 库存方面，截止2025-06-30，SMM统计国内电解铝锭社会库存46.8万吨。截止2025-06-30，LME铝库存345750 吨，较前一交易日增加550吨。 氧化铝现货价格：2025-06-30 SMM氧化铝山西价格录得3075元/吨，山东价格录得3080 ...

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]

德国DAX30指数6月30日（周一）收盘下跌85.15点，跌幅0.35%，报23915.12点； 英国富时100指数6月30日（周一）收盘下跌37.56点，跌幅0.43%，报8761.35点； 法国CAC40指数6月30日（周一）收盘下跌25.64点，跌幅0.33%，报7665.91点； 欧洲斯托克50指数6月30日（周一）收盘下跌19.49点，跌幅0.37%，报5306.15点； 西班牙IBEX35指数6月30日（周一）收盘上涨41.93点，涨幅0.30%，报13991.93点； 意大利富时MIB指数6月30日（周一）收盘上涨37.79点，涨幅0.10%，报39780.00点。 ...

@ JIN10.COM 金十数据 | 一个交易工具 金十图示：2025年06月30日（周一）全球股市指数-欧洲市场（收盘） 西班牙 IBEX35 ↑ 13986.93 +36.93 意大利富时 +0.26% MIB指数 + 39778 +35.79 +0.09% ...