北约秘书长吕特："完全理解"美国需要确保军火储备达到合适水平，但希望能够保持"灵活性"，以确保 乌克兰获得所需的支持。 ...

对于基辅遭袭，泽连斯基称，乌防空部队击落270个空中目标。乌方正全力发展防空力量， 强调"爱国者"导弹等装备是"守护生命的关键"，同时也需要合作伙伴在防弹保护方面给予 支持。 乌称俄单次袭击中使用无人机数量创新高 乌克兰武装部队空军发言人伊格纳特4日稍早前表示，俄军当天使用了近550件空中武器袭 击乌克兰，其中有超过330架攻击型无人机。这是俄军在单次袭击中使用无人机的最高数 量。 来源：央视新闻客户端 当地时间7月4日，乌克兰总统泽连斯基说， 俄罗斯对乌克兰发动了迄今为止最大规模的空 袭之一。 目前，乌方灭火与清理废墟工作持续进行，4日上午9时左右，基辅解除空袭警报。 乌官员：几乎所有美武器供应均已停止 3日，英国《经济学人》援引乌方官员的话称，美国几乎停止了全部炮弹和零部件的供应， 但美国官员否认这一点 。乌方认为，这是白宫为"迫使乌克兰做出政治让步"而采取的行 动。 美国国防部发言人肖恩·帕内尔曾在2日表示，美方暂停部分对乌克兰的军事支持。此举是 为了进行审查以确保美国提供的军事支持与美方的国防优先事项保持一致。 基辅上空因4日俄军对基辅和基辅州发动大规模袭击引发的火灾浓烟弥漫。 此外，乌克兰空军当天通 ...

Core Viewpoint - Germany is actively negotiating to procure the "Patriot" defense system for Ukraine following the U.S. decision to suspend the shipment of critical weapons [1] Group 1 - The German government is exploring various methods to fill the supply gap of the "Patriot" system [1] - One option under consideration is purchasing the "Patriot" defense system from the U.S. and then transferring it to other countries [1] - The German government spokesperson confirmed that intensive discussions are ongoing regarding this issue [1]

市场消息：德国准备订购价值250亿欧元的坦克，以增强北约部队的兵力。 ...

Group 1 - The German government is in discussions to purchase Patriot air defense systems from the United States [1] - The intention is to provide these systems to Ukraine [1]

Group 1 - The stock of Zhejiang Haideman (688577) has a comprehensive score of 53.73, indicating a strong performance [1] - The main cost analysis shows the following prices: 46.15 CNY (current), 46.26 CNY (5-day), 44.38 CNY (20-day), and 43.27 CNY (60-day) [1][2] - There have been no instances of the stock hitting the upper or lower limit in the past year [1] Group 2 - The short-term support level is at 48.12 CNY, while the mid-term resistance level is at 41.88 CNY [2] - The stock is currently in an unclear short-term trend, awaiting direction from main capital [2] - The K-line pattern shows a long lower shadow, indicating a potential reversal after a continuous decline [2] Group 3 - On July 4, 2025, the net inflow of main capital was 250.75 thousand CNY, accounting for 4% of the total transaction volume [2] - The financial data reveals earnings per share of 0.03 CNY, operating profit of 0.02 billion CNY, and a net profit of 2,123,149.05 CNY [4] - The sales gross margin stands at 22.786% [4] Group 4 - Related industry sectors showed declines: General Equipment -1.46%, Industrial Mother Machine -1.46%, and Military Industry -1.35% [4]

据最新消息，特朗普当地时间3日表示，他与普京的通话持续很长时间，但没有取得任何进展。特朗普表示， 他对此感到不快。 美国总统特朗普不太开心！ 另据新华社援引克里姆林宫网站消息，俄总统助理乌沙科夫表示，普京与特朗普通话持续近一小时，详细讨论 伊朗及中东局势。俄方强调，所有争议、分歧和冲突应通过政治和外交手段解决。俄美双方还谈及叙利亚局势 最新发展，俄美双方将继续就此对话。 乌沙科夫表示，谈及乌克兰问题时，特朗普再次提出有关尽早停止对抗的问题。普京说，俄方将继续寻求通过 政治谈判解决冲突。普京向特朗普通报第二轮俄乌直接谈判所达成人道主义协议的执行情况。他还表示，俄方 已准备好继续推进谈判进程。 乌沙科夫表示，普京强调，俄罗斯将在乌克兰实现既定目标，即消除导致当前局势和激烈对抗的"众所周知的 根源"。俄罗斯不会放弃这些目标。俄美双方同意继续通过两国外交和国防部门以及总统助理保持沟通。 据美国媒体报道，乌克兰总统泽连斯基3日在丹麦访问时表示，可能在接下来几天内同特朗普通话。 白宫正试图从俄乌冲突中抽身？ 另外，针对美国暂停对乌克兰的部分军事援助，特朗普表示，美国为乌克兰提供帮助，但必须"先确保我们自 己拥有足够的武器 ...

以色列国防部长：以色列军方必须在情报和行动方面做好准备，确保空军在德黑兰上保持空中优势，并 防止伊朗重新建立其能力。 ...

以色列国防部长：以色列军方的当前任务是制定一项执行计划，确保伊朗无法重新威胁以色列。 ...

Core Viewpoint - The aerospace and defense sector is experiencing significant market activity, with notable stock performance and increased liquidity in related ETFs, driven by strong expectations for military-related developments in the near future [1][2]. Group 1: Market Performance - As of July 4, 2025, the CN5082 aerospace and defense industry index shows mixed performance among its constituent stocks, with AVIC Shenyang Aircraft (600760) leading with a 2.54% increase [1]. - The Aerospace and Defense ETF (159227) has an active trading environment, with a turnover rate of 20.04% and a transaction volume of 79.01 million yuan [1]. - Over the past week, the Aerospace and Defense ETF has averaged daily transactions of 80.54 million yuan, ranking it first among comparable funds [1]. Group 2: Fund Flows - The Aerospace and Defense ETF has seen continuous net inflows over the past six days, with a peak single-day net inflow of 37.52 million yuan, totaling 139 million yuan in net inflows [1]. - The defense and military sector index ranked 4th among 31 industries in terms of performance for the first half of 2025, with a record high trading volume [2]. Group 3: Sector Insights - More than 10% of military-listed companies reached historical highs in stock prices during the first half of 2025, driven by strong market expectations [2]. - The Aerospace and Defense ETF tracks the CN5082 index, with a high concentration of 98.2% in the defense and military sector, making it the most "pure" military ETF in the market [2]. - The top ten weighted stocks in the CN5082 index account for 49.42% of the total index, indicating a concentrated investment in key players within the aerospace and defense sector [3].