跟踪俄乌冲突局势 +订阅 当地州长表示，俄罗斯海军副指挥官在库尔斯克地区遇难。 ...

中心 大宗商品近期波动较大，欧线宏观属性较强，近期博弈难度较高，部 分船司宣涨运价，关注挺价落地情况。特朗普政府并不打算延长关税 谈判期，目前现货市场价格区间已定，有小幅涨价试探市场，盘面小 幅反弹。综上述,我们认为,在地缘冲突下,博弈难度较大,建议轻 仓参与或观望。 7月2日主力合约2508收盘1883.5，涨幅为1.67%，成交量4.42万 手,持仓量3.63万手,较上日减手4141手。 市场多空博弈,或对现货运价涨价存在一定预期,整体氛围较为乐 观，盘面较强震荡。之后需对关税政策、中东局势以及现货运价情况 关注。 短期策略：基本面无明显转向情况下建议逢高试空，已建议2508合约 反弹至2000以上建议轻仓试空(200点以上的利润空间),空单可考 虑止盈,风险偏好者已建议2510合约1300以下轻仓试多,设置好止损 止盈。 套利策略：国际局势动荡背景下，波动较大，暂时以观望为主。 长期策略: 各合约已建议冲高止盈, 等待回调企稳后,在判断后续方向 跌涨停板：2506-2604合约调整为16%。 我司保证金：2506-2604合约调整为26%。 日内开仓限制: 2506-2604所有合约为100手。 202 ...

近期，中东紧张局势再起，引爆地区火药桶，地缘时政风险溢价急速涌入市场。当恐慌情绪与避险资本 形成的洪流迎头相撞，黄金市场的多空博弈必将进一步白热化！历史经验反复证明，乱局之下，黄金闪 耀。想要捕捉这轮由地缘冲突催生的市场良机？记得先来领取皇御贵金属的$26/手点差福利，超低成本 助您轻松入市，抢占黄金机遇的至高点！ （图源/皇御贵金属官网） 利率预期生变，黄金中长期支撑稳固 尽管美联储在上半年按下了降息暂停键，但其面临的挑战有增无减。美国政府债务率已飙升至历史警戒 水平，经济数据亦频频释放疲软信号，复苏前景蒙上阴影。市场嗅觉最为敏锐，联邦基金利率期货市场 清晰显示，投资者普遍押注美联储年内降息1-2次的概率已超过65%。一旦降息周期开启，实际利率的 下行趋势将直接削弱美元吸引力，使得黄金受益。 （图源/网络） 数据爆点密集降临，7月黄金机遇不容错过 机会往往伴随波动而生！即将到来的7月，市场将迎来一系列重磅经济数据的"三连击"，牵动市场神经 的美国非农就业报告、揭示通胀趋势的CPI、以及反映经济活力的零售销售数据。这些核心数据如同市 场的风向标与催化剂，其任何超预期的表现都可能引发市场情绪的剧烈波动，潜藏着巨 ...

据最新消息，美国国防部已停止向乌克兰运送部分防空导弹和其他精确制导武器。当地时间7月1日，美国白宫 和五角大楼证实，美国暂停了对乌克兰的部分军援。 对此，克里姆林宫发言人佩斯科夫7月2日回应称，"无论如何，交付给乌克兰的武器越少，这场特别军事行动 结束得就越快"。乌克兰方面则表示，正试图从华盛顿获取有关白宫宣布暂停部分军援的具体信息。 俄乌冲突，传出新进展！ 另据俄罗斯媒体报道，卢甘斯克地区官员日前表示，俄军已完全控制卢甘斯克。不过，俄罗斯国防部尚未发布 相关消息。 当地时间7月1日，俄罗斯总统普京签署总统令，为外国投资者设立新的投资机制。该法令对特别军事行动开始 后实行的反制西方制裁做出若干例外规定，允许来自"不友好国家"的投资者对俄进行投资活动。此外，还将设 立用于外国投资者交易的专门账户，可用于俄罗斯公司证券的交易和资金跨境划转等，为外国投资者权益提供 了额外保障。 美国：暂停对乌克兰部分军援 据新华社消息，美国白宫和五角大楼7月1日证实，美国暂停对乌克兰的部分军援。多家美国媒体报道说，这一 决定源于对美国军火库存过度下降的担忧。 白宫发言人安娜·凯利在一份声明中说，五角大楼在审查美国对全球其他国家的军 ...

Core Viewpoint - The Israeli Foreign Minister stated that the conflict in Gaza could potentially end tomorrow if Hamas releases hostages and lays down its weapons [1] Group 1 - The Israeli Foreign Minister's comments highlight a possible resolution to the ongoing conflict, contingent on specific actions from Hamas [1]

Core Viewpoint - Hamas is considering a new ceasefire proposal put forward by mediators, aiming to reach an agreement to end the conflict in Gaza and facilitate the withdrawal of Israeli forces from the region [1] Group 1 - Hamas is currently evaluating the mediation's new ceasefire proposal [1] - The organization seeks to establish an agreement to conclude the ongoing conflict in Gaza [1] - The goal includes the withdrawal of Israeli military forces from Gaza [1]

Core Viewpoint - The article discusses the generational divide within the "二次元" (anime and manga culture) community, highlighting the differences between the "old" and "new" 二次元, and how these differences manifest in consumption habits, social interactions, and cultural identity. Group 1: Generational Differences - The early 二次元 culture was primarily shaped by individuals born around 1980, while the new 二次元 largely consists of those born after 2005, leading to significant differences in social and media environments [2] - The distinction between old and new 二次元 is not solely based on age but also on preferences for merchandise, with terms like "周边" (peripheral goods) used by the old generation and "谷子" (a newer term for similar products) by the new generation [3][12] - The new 二次元 is characterized by a strong consumer culture, where purchasing habits and the desire for unique identities play a crucial role in defining community membership [4][5] Group 2: Cultural Consumption and Events - The 二次元 industry is rapidly expanding, with a significant increase in events such as comic conventions, which saw nearly 200 events held in major cities during the recent May Day holiday [7] - The rise of "谷子经济" (the economy of buying merchandise) reflects a shift in how fans express their passion, with purchasing becoming a measure of commitment and status within the community [12][14] - The traditional practices of attending events and purchasing merchandise have evolved, with new 二次元 fans often feeling pressured to spend more to fit in and gain recognition [14][25] Group 3: Social Dynamics and Identity - The new 二次元 community exhibits a strong desire for social connection, often using 二次元 culture to build real-world relationships, contrasting with the older generation's more isolated engagement [21][20] - There is a notable anxiety among younger fans regarding social status and acceptance, leading to behaviors such as creating "无料" (free promotional items) to foster connections at events [23][25] - The phenomenon of "投厕" (publicly criticizing disliked individuals or content) highlights the internal conflicts within the community, where the lines between playful critique and bullying have blurred [26][30] Group 4: Cultural Mainstreaming and Identity Crisis - As 二次元 culture becomes more mainstream, the identity crisis among fans intensifies, with older fans feeling alienated by the new generation's practices and values [29][37] - The article suggests that the influx of new fans has led to a dilution of the original 二次元 culture, creating a tension between maintaining unique identities and adapting to broader acceptance [34][35] - The shift from a focus on creative contributions to consumerism among younger fans indicates a significant change in how passion for 二次元 is expressed and perceived [35][37]

大宗商品研究所 航运研发报告 期货从业证号： F3084078 投资咨询证号： Z0018656 航运日报 2025 年 07 月 02 日 | 航运日报 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 第一部分 | | | | 集装箱航运——集运指数（欧线） | | | | | 银河期货集运指数（欧线） | | | | 日报 | | | | | 期货盘面 | | | | | | | | | 期货合约 | 收盘价 | 涨跌 | 涨跌幅 | 成交量（手） | 增减幅 | 持仓量(手) | 增减幅 | | EC2508 | 1,883.5 | -21.4 | -1.12% | 44,193.0 | -35.80% | 36,335.0 | -10.23% | | EC2510 | 1,367.9 | -15.9 | -1.15% | 14,562.0 | -32.79% | 31,302.0 | -0.65% | | EC2512 | 1,528.0 | -10.0 | -0.65% | 2,984.0 | -14.03% | ...

跟踪俄乌冲突局势 +订阅 市场消息：乌克兰未收到美国关于停止援助的任何官方信息。 ...

克里姆林宫：（就美国国防部暂停部分导弹运送至乌克兰的报道）交付的武器越少，与乌克兰的冲突就 越早结束。 ...