Group 1: Eurozone Focus - The European Central Bank (ECB) appears satisfied with the current inflation situation, indicating no necessity for further rate cuts in the second half of the year [9][11][14] - The "Rearmament of Europe" initiative is expected to benefit industries such as traditional military manufacturing, dual-use high technology, strategic resources, and energy security, with a focus on the aerospace and defense sectors [20][22] - Rheinmetall and Airbus are identified as key beneficiaries of the "Rearmament of Europe" plan, with Rheinmetall projected to see a 20% revenue growth due to increased defense spending [22][21] Group 2: Indian Market Focus - The Reserve Bank of India (RBI) cut the key repo rate by 50 basis points to 5.5%, exceeding market expectations, while maintaining a neutral stance due to limited growth support [31][29] - There is an anticipated further rate cut of 25-50 basis points in the current fiscal year, driven by moderate growth prospects and weak private consumption [34][32] - The Indian stock market is currently overvalued, with the Nifty index's earnings per share forecast being significantly downgraded, leading to cautious short-term return expectations [37][35] Group 3: Thai Market Focus - Political instability in Thailand is hindering economic recovery, with significant pressure on the stock market and a cautious outlook on corporate earnings [41][51] - The Bank of Thailand (BOT) has maintained the policy rate at 1.75% but is expected to lower it to 1.25% later this year to support the economy [47][46] - CP All and Minor International are highlighted as resilient players in the Thai market, with CP All benefiting from 7-Eleven's growth and Minor International having long-term rebound potential despite short-term pressures [52][51]

欧洲央行行长拉加德：欧洲央行坚持其使命，将持续更新自身和工具，以应对新出现的挑战。 ...

6月30日，外交部发言人毛宁主持例行记者会。 中方是否邀请美国总统特朗普出席阅兵？外交部回应 有记者就中方是否邀请美国总统特朗普出席阅兵一事提问。 对此，毛宁表示，上周国新办的记者会介绍了关于抗战胜利80周年纪念活动邀请外国领导人的情况和安 排。你的具体问题，目前没有可以提供的信息。 有记者就王毅外长访问欧洲相关问题提问。 对此，毛宁表示，我们一贯愿意同欧方一道本着开放合作的态度，加强合作，妥处分歧，共同维护国际经 贸秩序。 综合自：央视新闻 责编：万健祎 校对： 王锦程 中美俄将共同纪念抗战胜利80周年？外交部回应 版权声明 有记者就有外媒报道称，中美俄将共同纪念中国人民抗日战争暨世界反法西斯战争胜利80周年相关问题提 问。对此，毛宁表示，在上周举行的国新办的记者会上，有关部门介绍了抗战胜利80周年纪念活动邀请外 国领导人的安排，你可以查阅。你提到的具体问题，目前没有可以提供的信息。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 外交部：愿同欧方一道加强合作 妥处分歧 转载与合作可联系证券时报小助理，微信ID：SecuritiesTime ...

欧洲斯托克600指数回吐涨幅，转为持平。 ...

Group 1 - The core viewpoint of the articles indicates a significant shift of investor focus from the United States to Europe due to perceived instability and intervention in the U.S. capital markets [1][3] - Over $100 billion has flowed into European equity funds this year, which is three times the amount from the same period last year, while U.S. equity funds have seen outflows exceeding $87 billion [3] - Germany's foreign direct investment inflows have more than doubled in the first four months of 2023, reaching €46 billion, marking the highest level since 2022 [3] Group 2 - The sentiment among investors and companies is increasingly positive towards Europe, as indicated by the comments from European Central Bank President Christine Lagarde, who noted that market forces are recognizing the value in Europe [3] - The stock price of Holcim, focused on Europe, Latin America, and North Africa, surged by 15%, reflecting growing investor confidence in these regions [3] - There is a warning from the head of KfW Bank regarding the potential for rapid shifts in market sentiment, emphasizing the need to capitalize on current momentum [3]

金十图示：2025年06月30日（周一）全球股市指数-欧洲市场（盘初） @ JIN10.COM 金十数据 | 一个交易工具 西班牙 IBEX35 14005.87 +55.87 意大利富时 +0.40% MIB指数 + 39823 +80.79 +0.20% ...

德国DAX30指数6月30日（周一）开盘上涨162.73点，涨幅0.68%，报24163.00点； 英国富时100指数6月30日（周一）开盘上涨0.59点，涨幅0.01%，报8799.50点； 法国CAC40指数6月30日（周一）开盘上涨19.06点，涨幅0.25%，报7710.61点； 欧洲斯托克50指数6月30日（周一）开盘上涨14.21点，涨幅0.27%，报5339.85点； 西班牙IBEX35指数6月30日（周一）开盘上涨55.32点，涨幅0.40%，报14005.32点； 意大利富时MIB指数6月30日（周一）开盘上涨138.79点，涨幅0.35%，报39881.00点。 ...

央视网消息：俄乌双方在战场上继续较量的同时，都释放出愿意举行第三轮谈判的信号。美国推动谈判意在从俄乌冲突中抽身，这令欧洲 国家援乌的压力倍增。 乌克兰RBC-乌克兰通讯社：谈判分歧难消 美国《纽约时报》：俄乌冲突在美外交优先级下降 在近日举行的北约峰会上，俄乌冲突的优先级明显下降，峰会声明对乌克兰加入北约一事只字未提。泽连斯基与特朗普的会面并未触及停 火等核心议题，也没有作出关于和平谈判的具体承诺。美国曾是乌克兰最大的支持者，但特朗普上任五个月仍未批准新的军事援助计划。在加 拿大举行的七国集团峰会上，特朗普为应对以伊冲突提前离场，不仅取消了与泽连斯基的会面，还拒绝发表联合声明支持乌克兰。这被视为美 国试图从俄乌冲突中抽身的信号。 英国路透社：欧美意见不一 报道称，俄罗斯准备与乌克兰举行第三轮会谈，解决双方在停火备忘录上的分歧将成为核心议题。俄罗斯总统普京表示，乌克兰提出的停 火备忘录与俄罗斯存在较大差距，甚至是"截然相反的"，必须寻求拉近双方立场的方法。文章分析认为，由于俄乌两国的诉求存在明显的差 异，前两次谈判都未能取得明显的成效，第三次谈判也将面临挑战。 在北约峰会上，美国总统特朗普与部分欧洲盟友在对俄罗 ...

Conflict Situation - The Russian Ministry of Defense reported the destruction of Ukrainian Starlink satellite communications by the "Western" group [2] - A Ukrainian F-16 fighter jet crashed, resulting in the death of the pilot [2] - Russian forces announced the occupation of Novoukraiinka in eastern Ukraine [2] - Ukraine reported that Russia launched 477 drones and 60 missiles at Ukraine during the night [2] Other Developments - Ukraine announced its withdrawal from the Ottawa Convention on Landmines [2] - High-ranking officials from Russian and American intelligence agencies held a call to discuss "issues of interest" [2] - Kremlin spokesperson Peskov stated that Russia hopes to determine the timing for the third round of Russia-Ukraine negotiations soon [2] - The Kremlin emphasized that European sanctions will not bring Russia to the negotiation table [2] - The Polish Air Force reported that Poland and its allies have scrambled fighter jets to ensure the security of Polish airspace [2]

Group 1 - The NATO summit in the Netherlands has prompted European reflections on the transatlantic relationship, with many voices suggesting that the U.S. has weakened its ties with Europe [1] - The new U.S. government's foreign and defense policies have caused significant disruption in the transatlantic alliance, attempting to bypass Europe in addressing the Ukraine crisis and tightening security commitments to Europe [1] - The U.S. has indicated a preference for unilateral strategies, as seen in issues like the Panama Canal and Greenland, which may lead to a more unstable and unpredictable international system [1] Group 2 - European countries are encouraged to deepen cooperation and enhance strategic autonomy to address new challenges, with the EU and the UK working on trade and security agreements [2] - The EU is preparing countermeasures against potential U.S. tariffs, indicating readiness to respond to U.S. economic pressures [2] - Despite some progress, significant challenges remain in EU-U.S. relations, particularly due to a lack of consensus within the EU, which may lead to internal divisions [2]