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东方战略观察:关税扰动或被低估,中东局势波动风险再起
Orient Securities· 2025-07-23 02:59
Group 1: Tariff Risks - The U.S. may implement a second round of tariff increases by late July to early August, depending on negotiation outcomes[6] - If U.S. financial markets show limited reaction to tariff actions, President Trump is likely to proceed with the scheduled tariff increases[6] - The focus on U.S. industry tariffs, particularly under Section 232, is expected to rise, with new investigations announced for drones and polysilicon[6] Group 2: Middle East Stability - The political environment in Israel is deteriorating, increasing the risk of instability in the Middle East[6] - Recent withdrawals from the ruling coalition by right-wing parties may lead to a loss of parliamentary majority for Netanyahu's government[6] - If the Israeli parliament is not dissolved by the end of July, there is a risk of aggressive policies being adopted by the Netanyahu government to salvage its political standing[6]
整理:中东局势跟踪(7月23日)
news flash· 2025-07-22 22:50
Group 1: Gaza Conflict - Houthi forces claim to have used hypersonic ballistic missiles to attack Israeli airports [1] - US officials state that Middle East envoy Wittekopf will travel to Europe this week to discuss issues including Gaza and will continue to push for a ceasefire [1] - The Israeli Defense Forces Chief of Staff indicates that the military needs to take offensive actions on multiple fronts while maintaining air superiority and conducting intelligence operations [1] Group 2: Iran Issues - The Iranian government spokesperson reports that the death toll from military conflicts with Israel has risen to 1,062 [2] - The Israeli Chief of Staff states that actions against Iran are not yet concluded [2] - The Iranian Revolutionary Guard's intelligence department warns of increased recruitment activities by hostile intelligence agencies [2] - The Israeli Defense Minister suggests that there may be a renewed military action against Iran [2] Group 3: Other Issues - The UK Foreign Secretary emphasizes the need to pressure the Israeli government to heed the 83% of its citizens calling for an end to the war [3] - The Israeli military has arrested arms dealers in southern Syria [3] - The US Treasury has imposed sanctions on certain entities in Yemen and the UAE [3]
消息人士称加沙停火谈判取得重大进展
news flash· 2025-07-22 16:54
Core Viewpoint - Significant progress has been made in the ceasefire negotiations in Gaza, with discussions focusing on the deployment scale and positioning of Israeli troops in specific areas [1] Group 1 - The negotiations are taking place in Doha, Qatar, and have reached a critical stage [1] - Israeli public broadcasting reported that flexibility shown by Israel on troop deployment has contributed to the progress [1] - There is optimism among the parties involved that an agreement may soon be reached [1]
整理:中东局势跟踪(7月21日)
news flash· 2025-07-20 23:09
Group 1: Gaza Conflict - The Israeli military has issued evacuation warnings and is set to launch a ground offensive in central Gaza, specifically in Deir al-Balah [1] - The Israeli military claims to have killed a Hamas weapons development official [1] - The ongoing Israel-Palestine conflict has resulted in 58,895 deaths in the Gaza Strip [1] - The number of Palestinians killed by Israeli shelling while waiting for aid trucks in northern Gaza has risen to 67 [1] - The Israeli Defense Ministry has signed a 500 million shekel (approximately 150 million USD) agreement to procure hundreds of light vehicles for the Israeli Defense Forces' ground troops [1] Group 2: Other Regional Developments - Iran has agreed to hold a new round of negotiations with three European countries on July 25 [2] - A joint naval exercise between Iran and Russia is scheduled to take place in the Caspian Sea on the 21st [2] - Putin met with a senior advisor to Iran's Supreme Leader to discuss the Iran nuclear issue [2] - The Israeli Prime Minister's office announced that Netanyahu has been diagnosed with intestinal inflammation and will manage affairs from home for the next three days [2] - According to AXIOS, dissatisfaction is rising within Trump's team following Israeli airstrikes in Syria, with claims that Netanyahu is acting irrationally [2]
整理:中东局势跟踪(7月20日)
news flash· 2025-07-20 00:40
Group 1: Gaza Conflict - Israeli military continued attacks on Gaza, resulting in 70 deaths on July 19 [1] - Israeli strikes near a humanitarian distribution point in Gaza led to 32 additional deaths [1] - The ongoing Israel-Palestine conflict has resulted in a total of 58,765 deaths in Gaza [1] Group 2: Regional Developments - An Israeli drone strike in southern Lebanon's Shiyam region resulted in at least 1 death [1] - Iranian Foreign Minister stated that the resumption of nuclear negotiations depends on the U.S. stance [1] - Former President Trump claimed that Iran's three nuclear facilities have been completely destroyed [1] - A U.S. lawmaker openly referred to Israel as a nuclear state and called for cuts to military aid [1] - Jordan, Syria, and the U.S. held trilateral talks regarding the situation in Syria [1] - Israeli military operations in southern Lebanon resulted in the death of a Hezbollah member [1]
中东突发!美国,紧急行动!
券商中国· 2025-07-18 01:59
Group 1 - The situation in the Middle East has escalated, with Israel conducting airstrikes in Syria, raising concerns about the ongoing conflict between Israel and Syria [1][3] - The U.S. State Department has expressed disapproval of Israel's recent actions in Syria and is advocating for meaningful dialogue to achieve a lasting ceasefire [2][3] - Israeli Prime Minister Netanyahu has stated that military actions in Syria will continue to prevent Syrian armed forces from entering Druze areas, emphasizing the need for a demilitarized zone [3] Group 2 - A joint statement from 11 Middle Eastern countries, including Jordan and the UAE, condemned foreign interference in Syria and supported its sovereignty and stability [4] - The foreign ministers of these countries called for the international community to support Syria's reconstruction and ensure Israel's withdrawal from Syrian territory [4] Group 3 - An Israeli airstrike on a Catholic church in Gaza resulted in 3 deaths and 9 injuries, leading to a statement from Netanyahu expressing regret and indicating an investigation into the incident [7][8] - The Palestinian government is facing severe financial challenges due to Israel withholding approximately 9.1 billion new shekels (about 19.4 billion RMB) in funds, impacting essential services [8]
上任后首访英国 德国总理与英首相会晤
news flash· 2025-07-17 15:09
Core Points - The meeting between UK Prime Minister Starmer and German Chancellor Merz marks Merz's first official visit to the UK since taking office in May 2023 [1] - The signing of the "UK-Germany Bilateral Friendship and Cooperation Treaty" aims to enhance collaboration in security, defense, climate, and technology to address global challenges and maintain regional and global stability [1] - Addressing illegal immigration is identified as a current priority, with both leaders agreeing to explore further cooperation on this issue [1] - On the Middle East situation, both leaders expressed that the current state in Gaza is "unacceptable," emphasizing the urgency of achieving a ceasefire and the release of all hostages to pave the way for a "two-state solution" and the security future of both Israelis and Palestinians [1]
以色列空袭叙利亚 外交部表态
news flash· 2025-07-17 07:21
Core Viewpoint - The Chinese Foreign Ministry emphasizes the importance of respecting Syria's sovereignty and territorial integrity amidst ongoing tensions in the Middle East, urging against actions that could escalate the situation [1] Summary by Relevant Sections - **Syria's Sovereignty**: The Chinese government asserts that Syria's sovereignty and territorial integrity must be respected, particularly given the current volatile situation in the Middle East [1] - **Call for Restraint**: The Foreign Ministry spokesperson calls for all parties to refrain from actions that could lead to further escalation of tensions in the region [1]
伊朗最高领袖哈梅内伊:伊朗已经准备好对任何新的军事袭击做出回应。
news flash· 2025-07-16 10:40
伊朗最高领袖哈梅内伊:伊朗已经准备好对任何新的军事袭击做出回应。 订阅美国VS伊朗动态 +订阅 跟踪中东局势动态 +订阅 ...
中方是否考虑为缓解中东紧张局势发挥新的作用?外交部回应
news flash· 2025-07-16 07:44
金十数据7月16日讯,7月16日,外交部发言人林剑主持例行记者会。林剑表示,关于中东局势的问题, 本次上合外长理事会的会议也就相关的问题进行了交流。当前,中东地区的局势依然复杂敏感,中方愿 同国际社会一道努力倡导和平,推进政治解决,尽快恢复中东地区的和平稳定,这符合地区各国和国际 社会的共同利益。 (北京日报) 中方是否考虑为缓解中东紧张局势发挥新的作用?外交部回应 ...