Group 1 - Russian President Putin expressed readiness for a new round of peace negotiations with Ukraine, potentially in Istanbul, although the time and location have not been finalized [1] - There are significant differences in the proposals made during previous talks, but Putin hopes that continued dialogue will help narrow the gaps [1] - Russian negotiators have maintained contact with their Ukrainian counterparts, indicating ongoing communication [1]

Core Viewpoint - China urges Russia and Ukraine to maintain momentum in peace talks, welcoming recent agreements on humanitarian issues and encouraging further negotiations [1] Group 1 - China's permanent representative to the UN, Geng Shuang, emphasized the importance of ongoing dialogue between Russia and Ukraine during a Security Council meeting [1] - Recent direct negotiations in Istanbul resulted in consensus on exchanging deceased soldiers' remains, aiding severely injured soldiers, and assisting lost children in returning home [1] - China expresses deep concern over the ongoing large-scale drone and missile attacks by both sides, which have led to significant civilian casualties and infrastructure damage [1] Group 2 - The complexity of the Ukraine crisis involves multiple intertwined conflicts and interests, making the achievement of a ceasefire and restoration of peace a challenging task [1] - Continuous and concerted efforts from the international community are deemed necessary to facilitate peace [1]

Group 1 - Turkish President Erdogan discussed bilateral relations and global issues with Ukrainian President Zelensky during a phone call on May 30 [1] - Erdogan emphasized Turkey's commitment to facilitating a fair and lasting peace between Ukraine and Russia [1] - Turkey supports the continuation of negotiations between the two countries' delegations that began in Istanbul [1] - Erdogan expressed satisfaction with the implementation of the prisoner exchange agreement reached during the previous negotiations in Istanbul [1]

Core Viewpoint - The Kremlin emphasizes that the most important task at present is to continue direct negotiations between Russia and Ukraine [1] Group 1 - The Kremlin's statement highlights the urgency of ongoing discussions to address the conflict [1]

Core Viewpoint - Ukrainian President Zelensky stated that the most likely locations for peace negotiations are Turkey, Switzerland, and the Vatican, while Russia proposed Belarus as a venue, which is unacceptable for Ukraine [1] Group 1 - The potential negotiation sites identified by Ukraine include Turkey, Switzerland, and the Vatican [1] - Russia's suggestion of Belarus as a negotiation location is deemed impossible by Ukraine [1]

据知情人士透露，美国总统特朗普考虑本周对俄实施制裁，因其对俄罗斯总统普京持续攻击乌克兰及和 平谈判进展缓慢感到不满。 其中一名人士称，新的银行业制裁可能不在考虑范围内，但其他选项正在讨论中，以迫使俄罗斯领导人 在谈判桌上做出让步，包括乌克兰支持的30天停火——俄罗斯长期拒绝该提议。特朗普也可能决定不实 施新制裁。 特朗普上周日谈及对俄新制裁的可能性时表示，他"绝对"在考虑这些措施。特朗普在谈到普京时 称，"他在屠杀很多人......我不知道他怎么了。" 知情人士称，特朗普也对俄乌和平谈判感到厌倦，正考虑如果最后努力失败就彻底放弃谈判。这对一位 以"上任首日终结俄乌冲突"为竞选口号的领导人来说是显著转变。目前尚不清楚若美国退出调解将发生 什么，以及特朗普是否会继续向乌克兰提供军事支持。 白宫新闻秘书卡罗琳·莱维特（Karoline Leavitt）在给《华尔街日报》的声明中称："特朗普总统已明确 表示希望看到通过谈判达成和平协议。他也明智地保留了所有选项。" 在过去几个月里，美俄关系已经经历了起伏，但上述动态标志着两国关系的进一步恶化 。特朗普上任 时认为，凭借他所认为的与普京的牢固私人关系，自己处于改善两国关 ...

对此，白宫发言人莱维特在给《华尔街日报》的一份声明中说，"特朗普总统已明确表示，他希望看到 通过谈判达成和平协议"，同时"也保留所有选项"。 《华尔街日报》称，对于一位曾以"上任第一天就能结束冲突"作为竞选承诺的领导人来说，放弃和平谈 判的想法无疑是一个显著变化。目前尚不清楚，如果美国退出和平进程，将对俄乌局势带来怎样的影 响，也不确定特朗普是否仍会继续向乌克兰提供军事支持。 【环球网报道 记者 姜蔼玲】美国《华尔街日报》26日援引了解美国总统特朗普想法人士的话称，由于 对俄乌和平谈判进展缓慢感到不满，特朗普已对和谈感到厌倦，并在考虑如果最后的努力不起作用，就 彻底放弃和谈，并对莫斯科实施制裁。 报道称，根据其中一名消息人士的说法，拟议中的措施可能不会包括对俄罗斯银行业的新制裁，但正在 讨论其他选项，以施压俄方在谈判桌上做出让步。不过，也不排除特朗普最终决定不采取任何新制裁的 可能性。 此前，特朗普25日在社交媒体上发文，就俄罗斯向乌克兰城市发射导弹和无人机批评俄罗斯总统普京， 称他一直同普京保持着非常好的关系，但普京现在变得"疯狂"。俄罗斯总统新闻秘书佩斯科夫26日回应 说，特朗普的言论是"情绪过载"和"情 ...

| I C E H Ho | | 投资咨询业务资格:证监许可【 | | --- | --- | --- | | | | 日博策略参 | | | | 发布日期:2025/05 | | 行业板块 趋势研判 品种 | | 逻辑观点精粹及策略参考 | | | | 随着市场对关税冲击的波动与政策护盘动能趋于衰减,加上当前 | | 股指 震荡 | | 反弹已至区间上沿,在缺乏增量催化因素的背景下,短期或转入 | | | | 震荡整固阶段,策略上、短线多单考虑冲高止盈, 警惕调整风险 | | 宏观金融 震荡 | | 资产荒和弱经济利好债期,但短期央行提示利率风险,压制上涨 | | 国债 | | 空间。 | | 賣金 農汤 | | 多空交织，短期金价或盘整震荡;但中长期上涨逻辑尚未改变。 | | 白银 震荡 | C B | 跟随黄金宽幅震荡, 但中期上方空间有限。 | | 看空 第四 | | 近期国内外宏观数据偏弱压制市场风险偏好,叠加铜下游需求有 | | | | 所转弱,铜价短期偏弱运行。 | | 農汤 | | 近期电解铝低库存对铝价仍有支撑,但随着铝价走高,上行空间 | | | | 受限,预计近期震荡运行。 | | 氢化 ...

Core Points - The conversation between US President Trump and Russian President Putin resulted in an agreement for Russia and Ukraine to initiate negotiations aimed at achieving a ceasefire and ultimately ending the war [2][4]. - Trump indicated that both sides would negotiate specific terms, which they are privy to, and expressed optimism about the potential for large-scale trade between Russia and the US post-conflict [2][4]. - Putin expressed willingness to draft a peace memorandum with Ukraine, outlining principles for peace and a timeline for a ceasefire [4][5]. Group 1 - Trump stated that the call with Putin was productive and that both leaders are optimistic about the potential for peace negotiations [2][4]. - Putin emphasized the need for both Russia and Ukraine to demonstrate a commitment to peace and find a mutually acceptable compromise [4][6]. - Ukraine's President Zelensky reiterated the country's demands for a ceasefire and sanctions against Russia, while also emphasizing that Ukraine would not compromise on territorial issues [5][6]. Group 2 - Zelensky expressed readiness to engage in any form of negotiations with Russia but firmly stated that territorial concessions and troop withdrawals are off the table [6][7]. - The potential locations for negotiations include Turkey, the Vatican, and Switzerland, as Ukraine seeks to ensure a productive dialogue [7]. - Zelensky highlighted the importance of a memorandum that could serve as a foundation for a ceasefire and eventual peace treaty [5][6].

Core Points - The core viewpoint of the articles is the initiation of negotiations between Russia and Ukraine aimed at achieving a ceasefire, as discussed in a phone call between US President Trump and Russian President Putin [1][2][6]. Group 1: Negotiation Initiation - Trump announced that Russia and Ukraine will immediately start negotiations to achieve a ceasefire, emphasizing that these talks are aimed at ending the war [2][6]. - Putin stated that Russia will propose drafting a memorandum regarding a potential peace agreement with Ukraine, which will outline principles for resolving the crisis and a timeline for a possible peace agreement [6][7]. Group 2: Positions of Involved Parties - Ukrainian President Zelensky expressed that Ukraine is willing to negotiate directly with Russia but will not compromise on territorial issues [7][9]. - Zelensky reiterated Ukraine's position for a comprehensive and unconditional ceasefire and called for continued pressure from the US and Europe on Russia to achieve "real peace" [7][9]. Group 3: Broader Implications - Trump noted that Russia has significant opportunities for job creation and wealth generation post-conflict, and Ukraine could also benefit from trade during the reconstruction process [2][6]. - The discussions included the possibility of various locations for negotiations, such as Turkey, the Vatican, and Switzerland, indicating a willingness to explore multiple avenues for peace [8][9].