Core Viewpoint - The main point of contention in the ongoing ceasefire negotiations between Hamas and Israel is the Israeli military's proposed deployment plan during a potential 60-day ceasefire, which Hamas finds unsatisfactory [1] Group 1: Ceasefire Negotiations - Hamas is dissatisfied with Israel's military deployment plan submitted during the ceasefire negotiations, which is a significant point of disagreement [1] - Israel's initial proposal included maintaining military presence in various locations within the Gaza Strip, particularly in the southern "Morag Corridor" [1] - Under pressure from the U.S. and other parties, Israel submitted a revised deployment plan, but it still allows the military to control approximately one-third of the Gaza Strip during the ceasefire [1] Group 2: Morag Corridor - The "Morag Corridor," which Israel occupied and expanded in April, is approximately 12 kilometers long and 1 kilometer wide, extending from the Israel-Gaza border to the Mediterranean coast [1] - This corridor effectively separates the southern city of Rafah from other areas of Gaza, raising concerns for Hamas regarding territorial integrity [1]

Report Industry Investment Rating - Not provided Core Viewpoints - Amid geopolitical conflicts and tariff fluctuations, trading is challenging, and it's recommended to participate with a light position or stay on the sidelines [2] - The short - term market may rebound, and risk - takers can consider partial profit - taking when the price surges today. For long - term strategies, take profits when the price rises and wait for the price to stabilize after a pullback before determining the next direction [1][3] Summary by Related Contents Shipping Market Information - On July 7, the Shanghai Export Container Settlement Freight Index (SCFIS) for European routes was 2258.04 points, up 6.3% from the previous period; for the US West routes, it was 1557.77 points, down 3.8% from the previous period. On July 4, the Ningbo Export Container Freight Index (NCFI) composite index was 1285.2 points, down 7.92% from the previous period [1] - On July 4, the Shanghai Export Container Freight Index (SCFI) was 1763.49 points, down 98.02 points from the previous period. The SCFI European line price was 2101 USD/TEU, up 3.50% from the previous period; the US West route was 2089 USD/FEU, down 18.97% from the previous period [1] - The China Export Container Freight Index (CCFI) composite index on July 4 was 1342.99 points, down 1.9% from the previous period; the European route was 1694.30 points, up 3.3% from the previous period; the US West route was 1084.28 points, down 10.5% from the previous period [1] Market News - The Trump administration has continued to impose tariffs on multiple countries, mainly in Southeast Asia, and postponed the tariff negotiation date to August 1. Some shipping companies have announced price increases, and the spot market has a small price increase to test the market [2] - China and the US are expected to hold consultations on trade issues next month. Houthi has stated that it will attack Israeli ships, and the cease - fire negotiation in Gaza is ongoing, with the market full of mixed long and short information [2] Market Data - On July 9, the main contract 2508 closed at 2012.5, up 1.69%. The trading volume was 25,400 lots, and the open interest was 31,300 lots, a decrease of 3709 lots from the previous day [2] Strategy Recommendations - Short - term strategy: The short - term market may rebound. Risk - takers were recommended to go long on the 2510 contract at below 1300 (with a profit margin of over 100 points). Consider partial profit - taking when the price surges today. For the EC2512 contract, go short lightly above 1650 and set stop - loss and take - profit levels [3] - Arbitrage strategy: Due to the volatile international situation, it's recommended to stay on the sidelines for now [3] - Long - term strategy: For each contract, take profits when the price rises, wait for the price to stabilize after a pullback, and then determine the subsequent direction [3] Contract Adjustments - The daily limit for contracts 2506 - 2604 is adjusted to 16% [3] - The company's margin for contracts 2506 - 2604 is adjusted to 26% [3] - The daily opening limit for all contracts from 2506 - 2604 is 100 lots [3]

Core Points - Hamas is currently negotiating key issues including the continuous supply of aid, the withdrawal of Israel from the Gaza Strip, and the "real guarantees" for a permanent ceasefire [1] Summary by Categories - **Negotiation Issues** - Key issues under negotiation include the ongoing supply of aid [1] - The withdrawal of Israeli forces from the Gaza Strip is also a critical point in discussions [1] - There is a focus on establishing "real guarantees" for a permanent ceasefire [1]

市场消息 ：哈马斯称加沙停火谈判"在最近几个小时内加强"。 ...

Core Viewpoint - The situation between Israel and Iran is tense, with indications of potential dialogue following military actions and a temporary ceasefire agreement. Both sides have expressed a willingness to negotiate if the ceasefire is respected [1][3][4]. Group 1: Military Actions and Responses - Israel's military has claimed to have delayed Iran's nuclear and missile programs by several years, while also conducting airstrikes in response to Iranian missile launches [3]. - Following a phone call between Israeli Prime Minister Netanyahu and U.S. President Trump, Israel announced a halt to further military strikes against Iran [3]. - Iran's President stated that if Israel adheres to the ceasefire, Iran will also comply, indicating a readiness for dialogue [4]. Group 2: Diplomatic Efforts and Statements - Qatar's Prime Minister expressed hope for the resumption of ceasefire negotiations in Gaza within two days, emphasizing the need for international pressure on Israel to cease military actions [5]. - Iranian Foreign Minister communicated the necessity for Israel to stop its aggression to enable genuine negotiations, highlighting the precarious nature of the current ceasefire [6][7]. - China's Foreign Minister reiterated support for Iran's sovereignty and security, advocating for a stable ceasefire and the resumption of normal life for the people [7].

Group 1: Gaza Conflict - Israeli airstrikes on June 19 resulted in 11 Palestinian deaths near the Wadi Gaza Bridge while they were waiting for aid [1] - The Israeli Defense Forces reported the elimination of a Hezbollah anti-tank unit commander in a nighttime airstrike in southern Lebanon [1] Group 2: Iran-Israel Conflict - Israel attacked areas near Iran's heavy water facilities, with the International Atomic Energy Agency confirming the attack on the Arak heavy water reactor [2] - Iran retaliated by striking the Israeli Soroka Hospital, with Iranian officials denying intentional targeting, marking a significant escalation in the conflict [2] - Israeli military officials estimated that two-thirds of Iran's missile launchers have been destroyed, but Iran still possesses over 100 launchers [2] - Israeli forces targeted Iranian nuclear facilities, including Natanz and Isfahan, while Iranian officials denied that the Bushehr nuclear facility was attacked [2] - Israeli Defense Minister instructed military to intensify strikes on strategic targets in Tehran, with the elimination of Khamenei being a goal [2] - Israeli Prime Minister stated that the U.S. is providing significant support to Israel, aiming to eliminate Iran's nuclear and missile threats [2] - Iranian officials warned that any U.S. intervention would lead to an escalation of regional conflict [3] Group 3: Diplomatic Efforts - The UN Security Council is scheduled to hold an emergency meeting regarding the Iran-Israel conflict on June 20 [4] - Iran confirmed participation in talks in Geneva with foreign ministers from France, the UK, and Germany to discuss nuclear issues and sanctions [4] - U.S. officials indicated that the U.S. would not participate in the European-Iran negotiations in Geneva [4] - French Foreign Minister reported that Iran signaled willingness to negotiate under ceasefire conditions [4] Group 4: U.S. Military Considerations - Reports suggest that President Trump views the destruction of the Fordow facility as necessary but has not made a final decision on military action against Iran [5] - The White House announced that Trump will decide within two weeks whether to take military action against Iran, with a significant possibility of negotiations [5] - Israel anticipates a U.S. decision on strikes against Iran within 24 to 48 hours [7] - U.S. military assets in the Middle East are being repositioned in response to potential Iranian attacks [7] Group 5: Regional Dynamics - Russian President stated that Iran has not requested military assistance from Russia, emphasizing that the strategic partnership does not include military cooperation [6] - The Kremlin warned that U.S. intervention in the Iran-Israel conflict could lead to a severe escalation [6] - Turkey is enhancing security measures along its border with Iran amid rising regional tensions [6]

市场消息：一位官员表示，伊朗方面告诉调解方卡塔尔和阿曼，在以色列袭击期间，伊朗不愿意与以色 列进行停火谈判。 ...

黄金昨天还是震荡走高，亚盘探底上涨，欧洲盘冲高回落，美盘扫荡后探底大涨，日线以大阳线收盘。 据悉美国正从巴林，科威特撤侨，伊拉克，伊朗局势也是危机，中东地缘局势又要一触即发。短线的 话，多头强势；目前日线已经向上突破3365阻力，预计将有一次上涨3400以上的过程，欧盘首先关注 3348-50区域支撑，逢低买入，3358区域短期支撑看情况。上方短期阻力3375区域适当关注，重点3393 及3403，然后3415和3440区域；冲高后，尤其是3393区域*及3400上方重点空。日内任何时候下破3350- 45区域，多单就需要谨慎了，下方3320-16区域也不好支撑多头再次走高。 晚间交易提醒： 周四(6月12日)欧市盘中，国际黄金区间窄幅波动，截至发稿报3351.51美元/盎司，跌幅0.10%，今日金 价开盘于3356.79美元/盎司，最高上探3377.50美元/盎司，最低触及3348.17美元/盎司。 【要闻速递】 尽管联合国大会的决议不具备法律约束力，但其作为全球对巴以冲突态度的重要风向标，具有不可忽视 的象征意义。联大由193个成员国组成，且没有任何国家拥有否决权，这与安理会的机制形成鲜明对 比。此前，联 ...

俄罗斯，又遭到大规模袭击！ 当地时间5月23日，俄罗斯国防部通报称，22日20时起至23日早间，俄防空系统在多地共摧毁112架乌军无人 机，其中24架在莫斯科州。而此前的48小时，俄防空系统在俄境内共击落了485架乌军无人机。 俄罗斯总统普京22日表示，俄罗斯将对乌克兰无人机袭击作出回应。普京还表示，俄罗斯已决定在俄乌边境沿 线建立必要的安全缓冲区。 来看详细报道！ 俄罗斯遭大规模无人机袭击 据俄罗斯卫星通讯社消息，俄罗斯国防部当地时间23日通报称，当地时间22日20时起至23日早间，俄防空系统 在多地共摧毁112架乌军无人机。 通报称："自5月22日20时以来，俄防空值班兵器摧毁和拦截了112架乌克兰固定翼无人机：在莫斯科地区上空 24架，在库尔斯克州11架，在奥廖尔州8架，在图拉州上空击落18架无人机，在克里米亚上空击落22架无人 机，在布良斯克州8架，在梁赞州6架，在卡卢加州5架，在别尔哥罗德州3架，在伊万诺沃州3架，在弗拉基米 尔州2架，在沃罗涅日州1架，在利佩茨克州1架。" 此前，俄罗斯莫斯科市市长索比亚宁发布消息称，当地时间5月23日凌晨，俄防空部队击落多架飞往莫斯科的 无人机。稍早前，莫斯科多莫 ...

Group 1 - Ukrainian President Zelensky announced preparations for a "thousand-for-thousand" prisoner exchange plan and is currently verifying related information [2][4] - Zelensky emphasized that Russia has not signaled any intention to cease hostilities and is not ready to end the conflict, thus calling for increased sanctions against Russia [4][6] - Russian Foreign Minister Lavrov stated that Russia will not agree to a ceasefire followed by negotiations, indicating a firm stance against such proposals [4][5] Group 2 - European leaders, including those from Germany and Italy, have called for European involvement in negotiations regarding the Ukraine conflict during discussions with former US President Trump [5][6] - Trump mentioned that Putin agreed to initiate direct ceasefire negotiations, but European leaders expressed concerns about the feasibility of a 30-day ceasefire as a precursor to peace talks [6] - The EU has implemented its 17th round of sanctions against Russia, targeting nearly 200 vessels of what are termed "shadow fleets," with plans for further sanctions as the conflict persists [6][7] Group 3 - On May 21, Russian military operations continued, with reports of intercepting multiple Ukrainian drones and targeting Ukrainian military infrastructure [7] - Ukrainian forces claimed to have attacked a semiconductor equipment factory in Russia's Oryol region, while Russian forces reported strikes on Ukrainian training camps and military assets [7] - The situation remains tense, particularly in the Donetsk region, with ongoing battles reported in various areas [4][7]