美国突然从叙利亚撤军。 据最新报道，美国驻土耳其大使兼叙利亚问题特使汤姆·巴拉克表示，美国对叙利亚的军事政策即将发生重大 转变，美国正考虑将叙利亚的军事基地从8个减少到1个。他还透露，美国在叙利亚的撤军正在发生。 据悉，美军在叙利亚约有2000名士兵，主要驻扎在该国东北部。有分析称，此次撤军行动与美国总统特朗普此 前暗示将支持叙利亚的态度相吻合。 与此同时，卡塔尔、沙特先后宣布支持叙利亚。据最新发布的声明，卡塔尔将向叙利亚提供电力和财政支持。 沙特外交大臣费萨尔·本·法尔汉也表示，沙特将站在第一线帮助叙利亚重建和恢复其经济。 撤军 美东时间6月3日，据《华盛顿时报》报道，美国驻土耳其大使兼叙利亚问题特使汤姆·巴拉克（Tom Barrack） 表示，美国对叙利亚的军事政策即将发生重大转变，计划关闭几个军事基地并整合军队。 巴拉克在接受土耳其电视台NTV采访时表示，目前美国对叙利亚政策不会再像过去100年一样，美国正考虑将 叙利亚的军事基地从8个减少到1个，这是政策转变的重要组成部分之一。 今年4月，有消息人士透露，美军的军事准备和车辆已经开始撤出叙利亚代尔祖尔省东部，并向哈塞克省集 中。新计划包括将所有美军撤出 ...

美国白宫鼓励伊朗接受该提案。白宫新闻秘书卡罗琳·莱维特在声明中称："特朗普总统已明确表示，伊 朗绝不能拥有核弹。威特科夫特使（美国中东问题特使）已向伊朗提交了一份详细且可行的提案，接受 该提案符合伊朗最大利益。出于对谈判进程的尊重，政府不会向媒体评论提案细节。"路透社称，双方 的主要分歧在于，德黑兰要求立即取消美国施加的所有损害其石油经济的限制，但美国表示与核相关的 制裁应分阶段解除。 【环球时报报道 记者 杜天琦】据路透社3日独家报道，一名伊朗外交官2日表示，伊朗准备拒绝美国提 出的结束长达数十年的核争端的提案，称其为"根本不可行"的方案，既未顾及德黑兰的利益，也未软化 美国在铀浓缩问题上的立场。这位与伊朗谈判团队关系密切的高级外交官告诉路透社："伊朗正在起草 对美国提案的否定回应，这可被视为对美方提议的拒绝。"同一天，美国总统特朗普表示，不允许伊朗 开展任何铀浓缩活动。 路透社3日报道称，阿曼外交大臣巴德尔向伊朗提交了美国新的核协议提案。据报道，在阿曼的斡旋 下，美国与伊朗5月23日在意大利首都罗马举行第五轮间接谈判。但在此次谈判中，双方在核问题上仍 存在若干障碍。其中包括伊朗拒绝美国要求其承诺放弃铀浓缩 ...

Core Viewpoint - The U.S. Special Envoy for Ukraine, Kellogg, believes that the sanctions against Russia are likely to be lifted soon [1] Group 1 - The statement indicates a significant shift in U.S. policy regarding sanctions on Russia, which could impact international relations and economic conditions [1] - The potential lifting of sanctions may lead to changes in market dynamics, particularly in sectors affected by these sanctions [1]

美国白宫：美国总统特朗普在工具箱里保留对俄罗斯制裁的选项。 ...

针对俄罗斯，乌克兰又有新动作！ 6月3日晚间，据央视新闻消息，当地时间6月3日，乌克兰全境发布防空警报。当天早些时候，乌首都基辅曾拉 响防空警报。乌克兰国家安全局称袭击了克里米亚大桥，并导致该大桥严重受损。俄罗斯官方对此说法尚无回 应。 此外，欧盟委员会2日发表声明说，欧盟正制定针对俄罗斯的第18轮制裁措施，重点锁定俄罗斯能源收入。 克里米亚大桥遭袭 据央视新闻报道，当地时间6月3日，乌克兰国家安全局通报称，乌克兰国家安全局开展了一项特别行动，从水 下袭击了克里米亚大桥。这是对该桥的第三次袭击。 乌克兰国家安全局称，乌特工对这座大桥的桥墩进行了爆破准备，该特别行动持续了数月之久。3日凌晨4时44 分，首个爆炸装置被成功引爆，没有造成任何平民伤亡。通报称，大桥水下支撑结构在底部位置遭到严重破 坏，1100公斤TNT当量炸药发挥了作用。 另据乌克兰媒体3日报道，克里米亚大桥发生了多次发生爆炸。目前 该大桥已处于紧急危险状态。乌国家安全局局长马柳克监督行动执行并协调作战规划。 克里米亚大桥于2016年初动工，全长19公里，跨海部分7.5公里，公路桥部分于2018年5月开通，铁路桥2019年 12月开通。自俄乌冲突爆 ...

Energy - Abu Dhabi National Oil Company has revised its August Murban crude oil export forecast down from 1.77 million barrels per day to 1.705 million barrels per day [2] - The U.S. has proposed allowing Iran to conduct low-level uranium enrichment activities, while Iranian officials describe the U.S. nuclear agreement proposal as "incoherent and disconnected" [2] - The U.S. Department of Justice is investigating India's Adani Group for allegedly importing Iranian liquefied petroleum gas, which the group denies [3] Metals and Mining - Goldman Sachs has raised its aluminum price forecast for the second half of 2025 to $2,280 per ton [3] - Gold prices are nearing historical highs, with experts suggesting a significant possibility of surpassing $3,500 per ounce [3] Trade and Agriculture - Vietnamese companies are set to sign a memorandum of understanding to purchase $2 billion worth of U.S. agricultural products [3] - EU trade officials are scheduled to meet, with the EU reiterating warnings regarding retaliatory tariffs [3] - The India-EU free trade agreement is progressing, with nearly half of the topics reaching consensus, and an agreement expected within the year [3]

俗话说树不要皮必死无疑，但人不要脸却能天下无敌，继莫迪老仙之后，特朗普也终于成为了"赢学"新贵。 "印度空战的失利"与"美国关税战的让步"似乎并没能让这两位大国领导人看清争端的本质，他们反而都认为是自己国家取得了胜利。 联想到网络上有这么一段话：看到讨厌的人犯傻，千万别去提醒他，反而还要纵容他，这样他就会在犯傻道路上越走越深，直到完全变成一个... 既然美国喜欢在口头上说自己赢，那就让特朗普继续说去，反正到时候再次在贸易战中让步的那一方，不依然会是美国吗？ 5月31日，印度国防参谋长阿尼尔·乔汉在参加香格里拉对话会时，终于代表着印度首次承认了印军的战机损失。 但是在战损具体数量方面，乔汉却不透露半点口风，他只是说"6架军机的战损"是完全错误的说法。 即使印度承认了战损，但他们依旧认为这次空战失利让印度迅速总结到了经验，并促使着印军立即对巴方予以痛击。 不管印度的态度怎么绕圈，反正他们眼中的战果就像莫迪所宣称的那样：印度大获全胜！ 这就是印度特有的"赢学"理念，有意思的是，像乔汉这样的存在甚至还算是比较"清醒"的那一批，而他也很快就遭到了印度网民的网暴。 "你表现得不错，但我认为你可以退休了。" "这简直是胡扯 ...

Gold Market - Gold prices experienced a short-term upward trend, reversing previous declines, influenced by dovish comments from the Federal Reserve [1] - Chicago Fed President Goolsbee indicated that if uncertainties related to trade policies are resolved, the Fed could advance the rate cut process, supported by recent economic indicators [1] - The April core PCE price index annual rate decreased from 2.7% to 2.5%, and the one-year inflation expectation fell from 7.3% to 6.6%, suggesting a potential for rate cuts if May's non-farm data meets expectations [1] - Analyst Pengcheng from Bailihau believes the Fed will likely remain steady in June, as the impact of tariff policies on the economy has not fully manifested [1] - Technically, gold's daily chart shows a bullish reversal, with potential support at $3365 [1] Oil Market - Oil prices showed a mixed trend, initially rising before declining, with signs of improvement in short-term patterns [3] - The EU is drafting the 18th round of sanctions against Russia, focusing on energy revenues, which could support oil prices [3] - The new sanctions will target "Nord Stream" infrastructure, Russian banking, and further reductions in the oil price cap [3] - OPEC+'s production increase policy may weigh on oil prices, with expectations of an increase of approximately 410,000 barrels per day in August [3] - Short-term demand from increased travel in the Northern Hemisphere may support oil prices, but long-term fundamentals remain challenging [3] Copper Market - Copper prices closed higher, approaching previous highs and forming a continuation pattern [5] - The hourly chart indicates that the upward structure is not yet complete, with support at $4.75 [5] Nikkei 225 Index - The Nikkei 225 index closed above long-term moving averages, indicating a potential continuation pattern [6] - The hourly chart shows a completed downward structure, with support at 37,300 [6]

Domestic News - The box office for the Dragon Boat Festival holiday is projected to reach 4.59 billion, representing a 20% increase [1] - The total inter-regional movement of people during the Dragon Boat Festival holiday is expected to reach 657 million [1] - Hong Kong's Financial Secretary, Paul Chan, maintains the GDP growth forecast for the year at 2% to 3% [1] International News - EU officials reiterated warnings against tariffs as US and EU trade officials are set to meet [2] - Gabon announced plans to halt the export of manganese ore starting in 2029 [2] - The Indian government will offer a 15% tariff reduction for eligible companies importing electric vehicles [2] - US manufacturing activity shrank for the fourth consecutive month in May, highlighting the impact of tariffs [2] - The US Senate is reviewing a tax proposal that includes the "Section 899 tax clause" [2] - Gold and silver prices surged significantly, with gold rising nearly $100 and silver increasing over 5%, reaching the highest levels since October of the previous year [2] - US-Iran negotiations show a reversal in US stance, allowing low-level uranium enrichment, while Iran describes the proposal as incoherent [2] - The second round of negotiations between Russia and Ukraine concluded without a ceasefire agreement, although both sides agreed to exchange some prisoners [2] - The EU is drafting the 18th round of sanctions against Russia, primarily targeting its energy revenue [2] Federal Reserve - The GDPNow model forecasts a 4.6% growth rate for the US Q2 GDP, up from a previous estimate of 3.8% [3] - Current inflation data may not fully reflect the impact of tariffs, with interest rates expected to decrease significantly within 15 months [3] - The Federal Reserve is prepared to remain patient and respond as necessary [3]

Group 1: Rare Earths and Strategic Resources - China has reiterated its control measures on rare earth exports amidst a global tariff war initiated by the US, highlighting the strategic importance of rare earth materials in various industries [1] - Rare earths are considered dual-use resources, essential for both civilian and military applications, making their regulation critical for national security [1] - China possesses the most comprehensive refining industry for rare earths, supplying the majority of these materials globally, which Western countries have long relied upon [1] Group 2: Impact on US Military and Technology - The F-35 fighter jet requires over 400 kilograms of rare earth materials per unit, making China's export control measures significantly impactful on US military capabilities [3] - The US has accused China of misusing export controls, while simultaneously imposing bans on a range of technology exports to China, including semiconductor-related products [3] Group 3: US Export Bans on Aviation Technology - The US plans to prohibit the export of commercial aircraft engines to China, which could significantly affect the production of Chinese aircraft like the C909 and C919, both of which utilize US technology [5] - The C909 and C919 aircraft are designed for international markets and rely heavily on international cooperation and foreign components [5][7] Group 4: China's Response and Future Developments - China has initiated a dual-track development strategy for aircraft engines, with the CJ-1000 engine already showing competitive technical specifications compared to imported engines [7] - Despite US sanctions, China is expected to continue advancing in the aviation sector and increasing its domestic production capabilities, similar to its progress in the semiconductor industry [9]