8月12日，美国白宫新闻秘书莱维特说，特朗普和普京将在美国阿拉斯加州最大城市会晤。莱维特说特 朗普将在会晤中"倾听"，以深入了解如何能够结束俄乌冲突。她还说特朗普将与普京进行一对一会谈， 特朗普"未来或许有访俄计划"。俄方说特朗普与普京15日的会晤将重点讨论实现乌克兰危机长期和平解 决的方案。 ...

Core Viewpoint - The upcoming meeting between US President Trump and Russian President Putin in Anchorage, Alaska, on August 15, is highly anticipated as it marks the first formal discussion between the two leaders regarding the Russia-Ukraine conflict since its outbreak, with potential implications for European security and global strategic balance [1][2][3]. Group 1: Meeting Details - The meeting is set to take place in Anchorage, Alaska, which holds historical significance as the US purchased Alaska from Russia in 1867 [10][11]. - The meeting will be a one-on-one format, and there are indications that Trump may visit Russia in the future [11][12]. - The meeting is described as a "tentative meeting" aimed at exploring possible ceasefire and peace pathways for the Russia-Ukraine conflict [14]. Group 2: Trump's Position and Statements - Trump has made multiple statements regarding the resolution of the Russia-Ukraine conflict, initially promising to end the war within 24 hours of taking office, later suggesting a six-month timeline, and more recently indicating a two-week timeframe for resolution [4][5][6]. - He has proposed a "territorial exchange" as a potential solution, suggesting that both Kyiv and Moscow would need to make territorial concessions to end the war [14][15]. - Trump has expressed uncertainty about the outcome of the meeting, indicating that he may leave without a resolution [14]. Group 3: Ukraine's Response - Ukrainian President Zelensky has warned against territorial concessions, asserting that Ukraine's territorial integrity is non-negotiable and that any discussions of territorial exchange are unacceptable [16][17]. - Zelensky has been actively seeking international support from leaders in India and Saudi Arabia ahead of the US-Russia meeting [17]. - European leaders have expressed concerns that the US may pressure Ukraine into accepting territorial concessions, which could undermine Ukraine's long-term security interests [20].

近期，俄罗斯与乌克兰在顿涅茨克地区重镇红军城（乌方称波克罗夫斯克）方向展开激烈争夺。 乌克兰武装部队总参谋部11日通报称，截至夜间22时，俄军当天在波克罗夫斯克方向发起35次进攻，并 派出突击队试图突破乌军前线阵地。乌军总参谋部已决定部署更多部队，并采取措施侦测和打击俄军突击 队。乌克兰国民卫队下属"欧米茄"特种部队以及乌军第68猎兵旅11日都发布视频，显示乌军在波克罗夫 斯克方向使用无人机打击俄军士兵。 此前，俄罗斯媒体于7月底曾援引俄安全部门消息报道称，红军城南部和西南部郊区已经爆发战斗。 乌克 兰媒体此后援引乌军消息报道称，波克罗夫斯克尚未被包围。 11日，俄罗斯国防部称俄军在该方向打击乌军。乌克兰武装部队总参谋部当天称，已采取措施打击试图 渗透该方向的俄军突击队。 俄罗斯国防部11日通报称，俄军"中部"集群部队在红军城等顿涅茨克地区多地打击乌军。俄国防部当天 发布视频称，在红军城方向使用火箭炮打击乌军据点，确保俄军突击队在该方向的推进。俄国防部视频还 显示，俄军在红军城方向对乌军无人机实施伏击。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 潜望系列深度报道丨 股事会专栏 ...

Core Viewpoint - The upcoming meeting between US President Trump and Russian President Putin is characterized as "exploratory," with Trump indicating that the outcome may be known quickly and emphasizing the need for a constructive dialogue to end the conflict in Ukraine [1][3]. Group 1: Meeting Dynamics - Trump has stated that he does not plan to invite Ukrainian President Zelensky to the Alaska meeting but hopes to arrange a future meeting involving Zelensky and Putin [3]. - The meeting is viewed as a high-risk gamble for Trump, who has previously promised to resolve the Ukraine conflict swiftly but has not yet achieved this goal [3][4]. - Trump suggests that both Kyiv and Moscow may need to make concessions on territorial issues to reach a resolution [4]. Group 2: European Response - The EU is anxious about being excluded from critical discussions regarding Ukraine's future, leading to an emergency meeting among EU foreign ministers to discuss actions before the Trump-Putin meeting [5]. - EU leaders plan to impose a 19th round of sanctions against Russia and provide additional military support to Ukraine, emphasizing that no concessions should be made until a comprehensive ceasefire is agreed upon [5]. - The absence of EU leaders from the Trump-Putin meeting raises concerns about the EU's influence in international diplomacy and the potential implications for Ukraine's territorial integrity [5].

Core Viewpoint - The announcement of PetroNeft's liquidation marks the end of an era for the Russian oil industry, highlighting the significant impact of Western energy companies' withdrawal since the onset of the Russia-Ukraine conflict [1][3][8]. Group 1: Withdrawal of Western Energy Companies - Major Western energy companies, including BP, Shell, and ExxonMobil, have collectively exited the Russian market, resulting in losses exceeding €100 billion for European firms [3][4]. - BP's divestment of its 19.75% stake in Rosneft led to a loss of $25.5 billion, while other companies followed suit within days, abandoning projects like the Nord Stream 2 pipeline [3][4]. Group 2: Reasons for Withdrawal - The withdrawal is driven by three main pressures: severe political conditions due to sanctions, significant economic losses from asset nationalization, and a critical shortage of technology that has crippled Russian oil production [4]. - The Russian government has nationalized foreign assets, leading to ExxonMobil's $4 billion Sakhalin project being seized, and TotalEnergies' $14.8 billion investment becoming worthless overnight [4]. Group 3: Consequences for the Russian Oil Industry - The lack of essential components has led to widespread shutdowns in Russian refineries, with projections indicating a historic low in petrochemical production capacity by 2025 [4]. - Oil production has been severely impacted, with a 30% reduction in output from the Sakhalin-1 project due to the withdrawal of deep-water drilling technology [4]. Group 4: Financial Crisis in Russia - The EU's embargo has resulted in 1.5 million barrels of oil per day being unsold, with India purchasing at discounted rates but complicating repatriation of funds due to currency issues [4][6]. - The Russian central bank has raised interest rates to 20% to stabilize the ruble, which has depreciated to 114 rubles per dollar, with inflation exceeding 15% [4]. Group 5: Limited Support from Other Markets - Attempts to sell overseas assets, such as the $20 billion offer for Nayara Energy, have been met with rejection from Indian firms and caution from Saudi Aramco due to potential secondary sanctions [6]. - Domestic companies are struggling with funding shortages, and even state-owned Rosneft, with over 80% debt, is unable to provide financial support [6]. Group 6: China's Role - China has emerged as a partial lifeline, with PetroChina agreeing to purchase 500,000 barrels of oil daily, but under unfavorable terms for Russia, including a 30% discount on international prices [8]. - Russian upstream exploration projects are stalled due to technology restrictions, with Chinese firms unwilling to invest directly in oil fields [8].

Group 1 - The conflict between Russia and Ukraine has intensified in the Donetsk region, particularly around the town of Red Army City (referred to as Pokrovsk by Ukraine) [1] - The Russian Ministry of Defense reported that Russian forces launched multiple attacks against Ukrainian positions in the area, including the use of rocket artillery and ambushes against Ukrainian drones [1] - Ukrainian armed forces have responded by deploying additional troops and taking measures to detect and counter Russian assault teams, with reports of drone strikes against Russian soldiers [1] Group 2 - Red Army City, with a pre-conflict population of approximately 61,000, is a significant coal industry center in Ukraine and serves as a logistical hub for the Ukrainian military, with multiple railways and roads passing through [2] - Although its importance as a military supply center has diminished, losing control of this town could allow Russian forces to advance further in the region [2]

特朗普这一言论在社交平台X上引发讨论。 有人表示，"我希望这次他们真的能达成协议"。 ↓ 【环球网报道 记者 李飒】美国总统特朗普8日宣布将于15日与俄罗斯总统普京在美国阿拉斯加州会晤，讨论乌克兰危机。据美国哥伦比亚广播公司 （CBS）、《纽约时报》等美媒报道，特朗普当地时间11日宣称，他可能在与普京会晤的"头两分钟"就能知道俄罗斯是否希望与乌克兰达成和平协议。这一 表态引发不少网友讨论，其中有人提到特朗普也曾承诺"24小时结束俄乌冲突"的说法，并对此表示怀疑。 综合上述美媒报道，特朗普在白宫记者会上谈及将与普京会晤一事时称，"我们将与普京会晤，在会晤结束时，也可能在（会晤的）头两分钟，我就能确切 知道能否达成协议"。有记者提问称，"你是怎么知道的呢"？特朗普则回答称，"因为我就是干这个的，我是做交易的"。 有网友留言称，"特朗普的行事作风：过度推销，表现不佳"。↓ 还有网友提到，"他曾承诺过24小时结束这场战争，哈哈"。↓ 但也有网友表示质疑，"两分钟？真的吗？所以你是说，用微波炉加热一个墨西哥卷饼的时间就能解决复杂的国际关系问题？如果普京在这 120 秒内不配合 怎么办？还是说这仅仅又是一个过度承诺且无法 ...

特朗普称，希望和普京进行建设性的对话，能否达成协议不是由他决定，威胁如果感觉无法达成就放弃会谈，说现在要去看看具体参 数，"我可能会离开，说一声'祝你好运'，然后就结束了。" 他暗示不打算邀泽连斯基参加"普特会"，称"普特会"后下一步是普京和泽连斯 基直接会面，如有必要，他将调解那次对话；重申和平协议将包括领土交换。欧洲领导人计划"普特会"前先和特朗普开会协调。 距离备受关注的同俄罗斯总统普京会晤只剩几天时间，美国总统特朗普亲自给两人2019年来的首次面谈"降热度"。 据新华社报道，特朗普8日说，他将于8月15日与俄罗斯总统普京在美国阿拉斯加州会晤，讨论乌克兰危机。俄罗斯总统助理乌沙科夫随 后证实了这一消息。这是2021年6月以来俄美领导人首次面对面会晤。 而美东时间8月11日本周一，特朗普试图大幅降低对本周五与普京阿拉斯加会晤的期望值，并警告，如果认为无法达成协议可能直接离 场。 据央视新闻，特朗普在白宫记者会上谈及将与普京会晤一事，称这是一次"试探性会晤"，他认为双方"将进行建设性对话"，他将"告诉普京 结束战争"。 特朗普强调"达成协议不是我的责任"，并明确表示，他可能在会晤后直接宣布会谈失败。他说，" ...

据欧洲新闻电视台报道，德法英领导人将主持这场紧急会议。预计意大利、波兰、芬兰领导人和欧洲理 事会主席科斯塔也将参会。科内柳斯说，会议将重点讨论进一步对俄施压、俄乌和平谈判及相关领土和 安全议题。 新华社柏林/布鲁塞尔8月11日电（记者邰思聪陈斌杰）德国政府11日发布的消息显示，美俄首脑本周会 晤前，德法英等欧洲国家、北约和欧盟的领导人以及乌克兰总统泽连斯基13日拟同美国总统特朗普举行 视频会议。 德国政府发言人斯特凡·科内柳斯在一份声明中说，德国总理默茨拟邀请特朗普、泽连斯基、北约秘书 长吕特、欧盟委员会主席冯德莱恩及法国总统马克龙、英国首相斯塔默等欧洲国家领导人参加这场会 议，讨论乌克兰局势。 匈牙利外交部长西雅尔多11日在社交媒体上发文说，他当天与俄罗斯第一副总理曼图罗夫通电话，对美 俄首脑会晤15日将在美国阿拉斯加州举行表示欢迎。西雅尔多说，化解俄乌冲突必须在谈判桌上解决。 但欧盟内部的"主战政客"试图破坏"通往和平之路"并阻挠这场峰会取得成果，匈牙利将尽全力阻止这一 企图。 （文章来源：新华社） 科内柳斯说，与会欧洲国家、欧盟领导人和泽连斯基13日还将先行举行一场视频会议，协调立场。上述 欧洲国家领导 ...

Group 1 - Global traders are currently more concerned about gold rather than the stock market amid the "super tariff week" [1] - The market is optimistic about China's economic outlook despite uncertainties surrounding tariff negotiations [1][4] - A-shares and Hong Kong stocks have outperformed global investor expectations, with increased interest from overseas investors in the Chinese stock market [1] Group 2 - The upcoming meeting between Trump and Putin is highly anticipated, focusing on long-term peace solutions for the Ukraine crisis [2] - The potential for a trade deal between the U.S. and Russia may involve discussions about Russia's interests in the Middle East [3] - The market is closely watching whether the U.S. and China will extend the tariff truce originally set to end on August 12 [3] Group 3 - China's economic growth has exceeded expectations, with July exports rising by 7.2% year-on-year and imports increasing by 4.1% [4] - The U.S. stock market has shown strong performance, with the Nasdaq rising 3.8% to reach a new historical high [5] - The S&P 500 index is increasingly seen as likely to reach 7200 points, driven by strong earnings results from major companies [6] Group 4 - The number of new A-share accounts reached 14.56 million by the end of July, a year-on-year increase of 36.9% [7] - Gold prices have experienced volatility, influenced by news regarding potential tariffs on imported gold bars [8][9]