特朗普：伊朗已经大致同意了协议条款。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...

以色列军方：在黎巴嫩南部击毙了一名真主党指挥官。 跟踪中东局势动态 +订阅 ...

新华社北京5月14日电 以色列总理内塔尼亚胡13日表示，以军将在未来几天"全力进入"加沙地带，并击败巴勒斯坦伊斯兰抵抗运动（哈马斯）。 当天，以军对加沙哈马斯目标实施"精准打击"，造成至少16人死亡。 内塔尼亚胡：可暂时停火 但不会止战 据以色列媒体报道，内塔尼亚胡13日在会见以军士兵时表示，哈马斯若再释放10名被扣押人员，以色列会接收。以色列可以暂时停火，但不会停 止战争。 内塔尼亚胡还说，以政府已成立机构推动加沙民众"自愿移民"。"我们需要一些国家来接收他们。" 这张4月20日发布的照片显示，以军部队在加沙地带展开军事行动。新华社发（以色列国防军供图） 此前，以色列宣布将在加沙地带扩大军事行动，全面控制加沙地带，并将当地民众集中转移到南部狭小区域。 以军空袭哈马斯目标 哈马斯当天发表声明说，以色列声称该地区有军事基地，这完全是谎言，是企图误导国际舆论。以色列多次利用这些借口摧毁加沙地带医疗部 门，杀害和恐吓加沙地带的无辜平民。 据巴勒斯坦通讯社报道，以军当天对欧洲医院及其周边地区的轰炸已造成至少16人死亡、超过70人受伤，医院建筑遭到严重损坏。 以色列多地响起防空警报 以色列国防军13日傍晚发表声明说，以 ...

Conflict Situation - Israeli airstrikes in southern Gaza have resulted in 28 fatalities [1] - A journalist closely associated with Hamas was killed in the Israeli attacks [1] - Houthi forces claimed to have launched missile strikes on Israeli airports, successfully hitting their targets [1] - Israeli Prime Minister Netanyahu stated that the military will fully commit to an incursion into Gaza in the coming days [1] Other Developments - The U.S. State Department announced new sanctions on shipping networks related to Iran, citing that illegal oil sales fund Iranian weapons and Houthi attacks [1] - President Trump indicated plans to lift sanctions on Syria while emphasizing that Iran will never obtain nuclear weapons and that maximum pressure will be applied if Iran rejects negotiations [1] - The U.S. has secured a $600 billion investment commitment from Saudi Arabia [1] - The U.S. and Saudi Arabia have reached a defense sales agreement worth approximately $142 billion [1] - French President Macron criticized Netanyahu's actions in Gaza as shameful [1] - Iran warned neighboring countries to remain neutral during Trump's visit to the Middle East [1] - An Iranian deputy foreign minister is scheduled to meet with senior diplomats from France, the UK, and Germany in Istanbul on May 16 [1]

6. 以色列总理内塔尼亚胡：关于释放其他人质的谈判将继续进行，同时将做好加大加沙地区战斗力度的 准备。 1. 美国财政部网站发布最新伊朗相关制裁措施。 2. 伊朗政府发言人：俄罗斯总统普京将访问伊朗。 3. 以总理办公室发表声明：未来任何谈判都将在炮火中进行。 4. 以色列方面称，以色列总理内塔尼亚胡周一与美国总统特朗普进行了通话。 5. 美国总统特朗普：可能会放宽对叙利亚的一些制裁，甚至完全取消对叙利亚的制裁。 金十数据整理：中东局势跟踪（5月13日） ...

Core Viewpoint - The Kurdistan Workers' Party (PKK) has decided to disband itself, marking a significant shift in its long-standing pursuit of an independent state for the Kurdish people in the regions of Turkey, Iraq, Iran, and Syria [1]. Group 1 - The PKK was established in 1979 and has been recognized as a terrorist organization by Turkey [1]. - The decision to disband may impact the geopolitical landscape in the Middle East, particularly in relation to Kurdish autonomy and regional stability [1].

NBC对此评论称，这些分歧，使特朗普与美国最亲密盟友之一的关系"陷入十字路口"。报道还称，内塔尼亚胡办公室没有回应置评请求。 不过，根据美国右翼网络媒体布赖特巴特新闻网11日报道，美国中东问题特使威特科夫在接受该媒体采访时称，任何关于特朗普和内塔尼亚胡之间出现"裂 痕"的报道都是假新闻，且"荒谬至极"。 此前，黎巴嫩"广场"电视台8日称，特朗普和内塔尼亚胡对彼此越来越失望。尤其令特朗普沮丧的是，有报道称内塔尼亚胡及其同僚，曾试图向最近被特朗 普解职的总统国家安全事务助理华尔兹施压，要求美方对伊朗采取军事行动。特朗普对内塔尼亚胡日益不耐烦，认为内塔尼亚胡不愿作出关键决定。 【环球网报道】在土耳其阿纳多卢通讯社9日爆出"美国总统特朗普认为以色列总理内塔尼亚胡正在操纵他，决定切断与他的直接联系"后，美国全国广播公 司（NBC）11日报道称，在伊朗和加沙问题上的分歧导致特朗普与内塔尼亚胡"关系紧张"。不过，美国中东问题特使威特科夫对此表示否认，称这些报 道"荒谬至极"。 NBC称，据两名美国官员、两名中东外交官以及两名了解紧张局势的知情人透露，随着在如何应对哈马斯和伊朗上的分歧越来越大，特朗普和内塔尼亚胡 的关系也愈 ...

4. 鲁比奥将于5月11日至14日陪同特朗普访问沙特阿拉伯和卡塔尔。 5. 哈马斯11日晚发表声明说，将释放拥有美国和以色列双重国籍的被扣押人员艾丹·亚历山大。 6. 第四轮美伊间接谈判结束，伊朗称最新核谈"艰难但富有成效"，美方称新一轮会谈有望很快举行。 金十数据整理：中东局势跟踪（5月12日） 8. 伊朗外长：与美国的会谈比之前几轮更为认真。现在双方对彼此的观点有了更好的理解。德黑兰的铀 浓缩项目没有商量的余地。 9. 阿曼外长：伊朗与美国的第五轮核谈判将在双方都与各自领导层进行磋商后举行。伊美第四轮会谈提 出"有益且具有原创性"想法。 跟踪中东局势动态 +订阅 1. 本轮巴以冲突已致加沙地带52829人死亡。 2. 以色列外长表示希望在六月初左右访问德国。 3. 以军称在叙军事行动仍在持续，已加强在当地部署。 7. 以色列外长：以色列完全支持美国总统特朗普关于加沙援助的计划。单方面承认巴勒斯坦国的倡议只 会适得其反。 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - The core logic for this year lies in the direction of international tariff policies. In April, the US may change its tariff policies towards Canada, Mexico, Europe and other countries. With the approaching of the long - term contract pricing window for US routes, retaliatory tariffs are added as a negotiation tool, which adds a major disturbing factor to the future of the shipping industry. Ship companies intend to support prices, but price wars among alliances are inevitable. Attention should be paid to the price war between MSK and MSC in the second quarter and the feedback of terminal demand under radical tariff policies [3] - The positive sentiment in the macro - market has slowed down. With the spot freight rate remaining low, the market is in a state of long - short game and overall oscillating at a low level. Future attention should be paid to tariff policies, the Middle - East situation, and spot freight rates [3] 3. Summary by Related Content 3.1 Freight Index - On May 5, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 1379.07 points, down 3.5% from the previous period; the SCFIS for the US West route was 1320.69 points, up 7.3% from the previous period. On April 30, the Shanghai Export Container Freight Index (SCFI) was 1340.93 points, down 6.91 points from the previous period; the SCFI for the European route was 1200 USD/TEU, down 4.76% from the previous period; the SCFI for the US West route was 2272 USD/FEU, up 6.12% from the previous period [2] - On May 2, the Ningbo Export Container Freight Index (NCFI) (composite index) was 930.24 points, up 2.40% from the previous period; the NCFI for the European route was 764 points, down 4.04% from the previous period; the NCFI for the US West route was 1477.93 points, up 19.67% from the previous period. On April 30, the China Export Container Freight Index (CCFI) (composite index) was 1121.08 points, down 0.1% from the previous period; the CCFI for the European route was 1497.15 points, down 0.2% from the previous period; the CCFI for the US West route was 837.43 points, up 1.7% from the previous period [2] 3.2 PMI and Investor Confidence Index - In March, China's Manufacturing Purchasing Managers' Index (PMI) was 50.5%, up 0.3 percentage points from the previous month, indicating a continued recovery in the manufacturing industry's prosperity level. The Caixin China Manufacturing PMI in March was 51.2, up 0.4 percentage points from the previous month, reaching a four - month high [3] - The preliminary value of the Eurozone's manufacturing PMI in April was 48.7 (expected 47.5); the preliminary value of the service industry PMI was 49.7 (expected 50.5); the preliminary value of the composite PMI was 50.1 (expected 50.3, previous value 50.9). The Eurozone's Sentix Investor Confidence Index in April was - 19.5 (expected - 10, previous value - 2.9) [2] - The preliminary value of the US S&P Global manufacturing PMI in April was 50.7 (expected 49.1, final value in March 50.2); the preliminary value of the service industry PMI was 51.4 (expected 52.8, final value in March 54.4); the preliminary value of the composite PMI was 51.2 (expected 52.2, final value in March 53.5) [3] 3.3 Market and Policy Events - On May 8, the main contract 2506 closed at 1283.0, down 3.64%, with a trading volume of 45,500 lots and an open interest of 38,100 lots, a decrease of 1368 lots from the previous day [3] - On May 8, Israeli Defense Minister Katz warned the Yemeni Houthi rebels that if they continued to fire at Israel, "they would suffer a heavy blow from Israel." He also warned Iran [5] - On May 8, the Ministry of Commerce responded to the Sino - US economic and trade high - level talks. The Chinese side firmly opposes the US's abuse of tariffs. The US should address the negative impacts of unilateral tariff measures and show sincerity in negotiations [6] 3.4 Investment Strategies - Short - term strategy: Due to the volatile external policies in the short term, the operation is difficult. If participating in each contract, it is recommended to focus on medium - and long - term investments [4] - Arbitrage strategy: Against the background of tariff fermentation, attention can be paid to the reverse arbitrage structure, but the window period is short and the fluctuations are large [4] - Long - term strategy: Risk - preferring investors can try to go long lightly when the 2508 contract falls below 1600 points and the 2510 contract falls below 1200 points, set stop - losses, and take profits when the price rises [4] - The daily price limit for contracts 2504 - 2602 is 16%, the company's margin for these contracts is 26%, and the daily opening limit for all contracts 2504 - 2602 is 100 lots [4]

3. 美国特使维特科夫将向联合国安理会通报加沙援助计划。 4. 消息人士：阿联酋正在调解以色列和叙利亚之间的秘密会谈。 冲突情况： 5. 美国副总统万斯：伊朗可以拥有民用核能。但是伊朗不能拥有一个能让其得到核武器的项目。 1. 以色列军方：从东部发射的一架无人机已被拦截。 2. 一枚也门方向的导弹落在以色列境外的红海区域。 其他情况： 金十数据整理：中东局势跟踪（5月8日） 1. 叙利亚领导人前往法国进行首次欧洲之行。 2. 美国和以色列讨论由美国领导加沙过渡政府。 6. 也门胡塞官员：停火协议未包括与美国官员的任何直接会谈，阿曼斡旋的美国-胡塞停火协议旨在停 止对美国船只的袭击。 跟踪中东局势动态 +订阅 ...