Market Performance - The three major U.S. stock indices closed lower last week, with the Dow Jones down 1.91%, the Nasdaq down 2.74%, and the S&P 500 down 1.95% [1] - European indices also performed poorly, with the FTSE 100 down 1.64%, the CAC 40 down 2.29%, and the DAX down 3.29% [1] Economic Data Releases - A series of key economic data, delayed due to government shutdown, will be released this week, potentially increasing market volatility ahead of the Federal Reserve's December meeting [2] - Important data includes September retail sales and Producer Price Index (PPI) on Tuesday, and September durable goods orders on Wednesday [2] - The release of the revised Q3 GDP growth rate and October personal income and spending data has been rescheduled [2] CPI and Employment Reports - The U.S. Bureau of Labor Statistics announced it will not release the complete October Consumer Price Index (CPI) report, with the November report scheduled for December 18 [3] - The delay in the October employment report may increase the importance of weekly initial jobless claims data [2] MSCI Index Adjustments - The MSCI China Index will undergo adjustments effective after the market close on November 24, including the addition of 26 stocks and the removal of 16 stocks [4] - New additions include companies like Qianli Technology and Huahong Semiconductor, while removals include Beikong Water Group and China Everbright Bank [4] U.S.-Ukraine Talks - U.S. and Ukrainian representatives reported progress in talks regarding a new 28-point plan to end the Russia-Ukraine conflict [5] - U.S. Secretary of State Rubio indicated that both sides are working to narrow differences and move towards a mutually acceptable solution [6]

同日，匈牙利外长西雅尔多在接受采访时表示，欧盟及其部分成员国正试图破坏结束俄乌冲突的努力。 他还认为，如果欧洲方面不考虑俄罗斯的安全，就无法谈论长期安全和安全架构。 当地时间23日，匈牙利总理欧尔班表示，当前西欧国家仍然想继续俄乌冲突，匈牙利方面呼吁欧盟领导 人不要破坏美俄和平计划。 （文章来源：央视新闻） ...

（原标题：莫斯科遭袭） 来源：央视新闻客户端 当地时间23日，俄罗斯莫斯科州州长沃罗比约夫称，当天早晨，该州沙图拉热电站遭乌方无人机袭击。 部分无人机被防空系统击落，另有数架无人机坠落在电站区域并引发火灾。目前火势已得到控制，应急 部门仍在现场处置。 莫斯科州州长补充称，当地供电已切换至备用线路，未中断居民用电。官方确认事件未对居民安全构成 威胁。 此外，莫斯科市长索比亚宁当天表示，已有三架飞向莫斯科市的乌方无人机被击落。 乌克兰空军23日则通报称，自22日19时起，俄军使用98架各类型无人机对乌克兰发动了打击。 美国媒体此前披露的28点新计划包括俄罗斯与乌克兰、欧洲缔结互不侵犯协议，俄罗斯把非侵略政策写 入法律；乌克兰获得可靠安全保障，军队规模限制在60万人以内；北约不再扩张，不在乌克兰驻军，欧 洲战斗机将驻扎在波兰。乌军从目前控制的顿涅茨克州部分地区撤出，该撤离区将被视为中立的非军事 缓冲区等。 根据这项计划，一旦协议达成，俄乌双方撤退到约定地点后立即停火；乌克兰将在100天后举行选举。 俄称控制乌居民点 乌称击落米-8直升机 俄罗斯国防部22日发布的战报称，在红军城（乌方称波克罗夫斯克）以东的一处居民点 ...

Group 1 - The article reports on a drone attack on the Shatura Power Plant in Moscow Oblast, which was carried out by Ukrainian forces. Some drones were intercepted by air defense systems, while others crashed in the area, causing a fire that has since been controlled. Local power supply was switched to backup lines, ensuring no interruption to residents' electricity [2] - Moscow Mayor Sobyanin announced that three Ukrainian drones targeting Moscow were shot down. The Ukrainian Air Force reported that since the evening of the 22nd, Russian forces have launched attacks using 98 drones against Ukraine [3] - The Russian Defense Ministry claimed control over several buildings in a residential area east of Red Army City (known as Pokrovsk by Ukraine) and reported the capture of new territories in the Zaporizhzhia region. Ukrainian forces countered by attacking Russian troop concentrations and successfully repelling multiple assaults in various directions [4] Group 2 - U.S. Special Envoy Keith Kellogg indicated that Ukrainian President Zelensky may visit the U.S. to discuss a new "28-point" plan aimed at ending the conflict with Russia. The plan may involve Ukraine making territorial concessions in exchange for security guarantees [5][6] - The proposed "28-point" plan includes a mutual non-aggression pact between Russia and Ukraine, legal commitments to non-aggression, and limitations on Ukraine's military size. It also suggests that NATO will not expand or station troops in Ukraine, and that Ukrainian forces will withdraw from certain areas in Donetsk to create a neutral buffer zone [6]

据央视新闻，欧洲理事会、欧盟委员会、德国、法国、加拿大、爱尔兰、意大利、西班牙、荷兰、英国、挪威、芬兰等多方22日发表联合声 明， 认为美方就结束俄乌冲突提出的"28点"新计划可以作为基础，但仍需要额外的工作。 声明反对通过武力改变边界，并对限制乌克兰军队规模的内容表达关切。声明表示各方将在未来几天继续与乌克兰和美国进行密切合作。 ...

据参考消息援引德新社11月21日报道，德国总理默茨和其他欧洲领导人将在约翰内斯堡举行的二十国集团峰会间隙会面，就如何回应美国关于结束乌克兰战 争的最新计划举行危机会谈。 报道称，预计法国、意大利和英国领导人将与默茨及欧盟委员会主席冯德莱恩等欧盟高级官员一起出席当地时间11月22日的会谈。冯德莱恩在X平台上宣布 了这次会谈的消息。 爱尔兰、芬兰、荷兰、西班牙和挪威也受到了邀请，它们是今年二十国集团峰会的嘉宾国。 据央视新闻，当地时间11月20日，欧盟外长会在比利时布鲁塞尔落下帷幕。一如既往多次围绕俄乌冲突议题进行讨论，这场为期一天的会议再次在分歧与争 执中收场。会前突然曝出的"28点"俄美新和平计划，打乱了既定议程，迅速成为外界关注的焦点。 此次美国提出"28点"新计划，欧洲并没有参与起草，欧洲对此感到备受冷落。 "28点"计划引发的外交震荡背后，真正撕裂欧盟的并非停火谈判本身，而是谁为冲突买单的问题。从斯德哥尔摩到布达佩斯，争议焦点已不再是"是否支持 乌克兰"，而是：钱从哪里来、谁承担、承担到什么程度，以及承担之后能否换来政治话语权与安全回报。这种围绕账单而非战略目标的分歧，正成为欧盟 援乌政策的核心断层。 ...

Core Points - The meeting between Trump and Hungarian Prime Minister Orban focused on resolving the Russia-Ukraine conflict, energy security cooperation, and preparations for a potential Russia-US summit [1][3] - Hungary's stance on the Russia-Ukraine issue is notably different from that of other EU countries, advocating for diplomatic solutions rather than strict sanctions against Russia [5][6] - The discussions included the possibility of hosting a Russia-US summit in Budapest, emphasizing Hungary's unique position and historical significance in regional security [8][11] Energy Security - Energy supply security is a critical issue for Hungary, which relies heavily on natural gas and oil imports through specific pipelines [15][18] - The US announced a permanent sanctions exemption for Hungary, addressing its energy security concerns and allowing for more stable energy supplies [18] - A nuclear cooperation agreement was signed, with the US Westinghouse Electric providing nuclear fuel and assistance in building small modular reactors, further alleviating Hungary's energy anxieties [17][18] International Relations - The outcomes of the meeting reflect the complex geopolitical dynamics, with Hungary's opposition to EU sanctions against Russia causing internal divisions within the EU [19] - The cooperation between the US and Hungary aims to strengthen ties with Central and Eastern European countries while seeking breakthroughs in the Ukraine conflict [19] - The meeting has the potential to inject stability into the international situation and revive hopes for a diplomatic resolution to the Ukraine conflict [19]

Group 1 - Russian military conducted airstrikes on Ukrainian military-related energy facilities and transportation infrastructure on November 21 [1] - Over the past week, Russian forces have continued attacks in Donetsk, Dnipro, and Zaporizhzhia, capturing 16 settlements and destroying 2 Ukrainian unmanned boats in the Black Sea [1] - Ukrainian armed forces reported 173 combat incidents in frontline areas within the same day [3] Group 2 - Ukrainian Air Force reported that since 6 PM on November 20, Russian forces launched attacks using 115 drones, with Ukrainian air defense successfully intercepting 95 of them by 9 AM on November 21 [3]

美联储12月降息预期骤降，多位美联储官员表态不支持进一步降息，此外，关键数据的缺失也增加了降 息的不确定性。美国劳工统计局表示不会发布10月非农就业报告，并将11月非农的发布日期调整至12月 16日，比美联储12月利率决议还要晚。 （原标题：黄金，跳水！比特币暴跌，超39万人爆仓！） 地缘冲突方面，俄乌传来大消息。俄罗斯总统网站20日发布消息说，俄军已控制乌克兰东部城市库皮扬 斯克市。若消息属实，这是近来俄军向西推进对乌克兰攻势中拿下的另一重要据点。同日，乌克兰总统 泽连斯基表示，就美俄为结束俄乌冲突起草的"28点计划"，乌方愿意与美方商讨具体内容，展开"有建 设性、诚实和及时的工作"。 国际黄金盘中突然跳水，现货黄金一度跌破4030美元/盎司，截至发稿，跌幅超1%；纽约期金跌破4035 美元/盎司。 当地时间11月21日，俄罗斯总统新闻秘书佩斯科夫表示，俄罗斯方面尚未收到关于乌克兰总统泽连斯基 同意就美方近期推出的旨在结束俄乌冲突的"28点"新计划进行谈判的任何信息。 加密货币全线大跌，比特币一度跌破82000美元，以太坊跌超10%。最近24小时，全球共有超39万人爆 仓。数据显示，随着近期比特币大幅下跌， ...

格隆汇11月21日｜据北京日报，外交部发言人毛宁今日主持例行记者会。有外媒记者提问，乌克兰防卫 力量报告称，本周早些时候，在乌克兰境内摧毁了一套由俄军使用的中国制造的63式多管火箭炮。众所 周知，中国并未向俄罗斯提供军事支持。请问外交部如何评论中国制造的武器出现在俄军手中？中国是 否会调查这些武器是如何出现在乌克兰战场上的？"我不了解你提到的情况。"毛宁说，"但是我要强调 的是，中方从未向冲突任何一方提供致命性武器，严格管控军民两用物项。" ...