【环球时报驻俄罗斯特派记者 肖新新】据俄新社25日报道，俄罗斯外长拉夫罗夫当天表示，当前俄方 仍更倾向于通过外交手段解决乌克兰危机。俄方认为可以通过谈判实现乌克兰危机的长期解决，"为此 必须着力消除这场危机的根源"。此前一天，拉夫罗夫表示，目前西方要求在乌"立即无先决条件停 火"。 据美国"政治新闻网"25日报道，美国国务卿鲁比奥表示，对俄实施新制裁就等于承认俄乌停火"不会很 快通过谈判达成"。美国总统特朗普将拒绝欧洲加大对俄制裁的请求，美国仍希望获得谈判和平协议的 空间。鲁比奥表示，特朗普"知道何时何地"采取新的经济措施，美政府正在与国会合作，以确保给予特 朗普适当的灵活性。但一旦这种情况发生，就意味着与俄对话的窗口可能已经关闭。美国《华盛顿邮 报》24日报道称，美国拜登政府时期批准的援乌武器交付预计将于今年夏天晚些时候完成，欧洲官员承 认特朗普政府不想提供新的援助。 乌总统办公室主任叶尔马克24日在社交媒体上称，交换被俘人员是乌方同俄方在伊斯坦布尔谈判中达成 的一项重要成果，"但这还不够，也不会影响战争的结束。俄罗斯持续破坏和平进程"。 据塔斯社25日报道，俄总统新闻秘书佩斯科夫当天表示，目前，俄乌在伊斯 ...

Group 1 - The core viewpoint emphasizes the urgent need for the international community to take concrete measures to protect children in armed conflicts, highlighting their vulnerability and innocence [1][2][3] - The first priority is to promote ceasefires and end hostilities, as ongoing conflicts pose threats to more children. The international community is urged to enhance mediation efforts to quickly quell conflicts [1] - The second point stresses the necessity of increasing humanitarian aid, as actions like funding cuts and blockades exacerbate food shortages and disease spread, severely infringing on children's basic survival rights [1] - The third focus is on strengthening international legal frameworks, ensuring accountability for serious violations against children, and urging compliance with international humanitarian law [1] Group 2 - The fourth point discusses the long-term strategy of promoting sustainable development, as underdevelopment is a significant root cause of conflicts. The international community is called to assist conflict-affected countries in poverty alleviation, education, and healthcare [2] - The United Nations is encouraged to prioritize mechanisms and resources in the development sector to create favorable conditions for children's development [2] - The commitment of the Chinese side to work with the international community to eliminate conflicts and promote the protection of children's rights is reiterated [3]

1. 俄国防部：俄军已控制乌克兰东部城市雅尔塔（YALTA）。 2. 乌克兰第聂伯罗州政府表示，俄军24日对该州发动大规模导弹袭击，导致19人死亡，279人受伤。 3. 俄国防部：防空部队在沃罗涅日和坦波夫地区以及鞑靼斯坦上空击落了25架乌克兰无人机。 1. 特朗普：将与俄罗斯总统普京会谈，讨论结束俄乌冲突事宜。 2. 泽连斯基：与特朗普就所有重要问题进行了全面会谈。 3. 俄外长拉夫罗夫：俄罗斯优先考虑外交方法。通过谈判达成和解是可能的，但这需要消除根源问题。 其他情况： 1. 北约盟国一致同意新的国防开支目标为GDP的5%。 2. 英国首次挪用俄资产利息援乌，350枚防空导弹加速交付。 3. 特朗普：能够调动一些爱国者导弹系统支援乌克兰。 4. 德国总理默茨：欧盟领导人本周将批准更严厉的对俄制裁。 5. 梅德韦杰夫：现代欧盟是对俄罗斯的直接威胁。乌克兰加入欧盟对俄罗斯联邦构成威胁。 跟踪俄乌冲突局势 +订阅 冲突情况： 和谈情况： 金十数据整理：俄乌冲突最新24小时局势跟踪（6月26日） ...

Core Viewpoint - The Israeli Defense Forces (IDF) have conducted operations deep within Iranian territory during the current conflict, targeting and destroying Iran's missile capabilities, including hundreds of launchers and missiles, thereby delaying Iran's military development plans [1] Group 1: Military Actions - The IDF's operations were characterized by a combination of air force and ground assault units, which provided a degree of operational freedom in Iranian airspace and at various locations chosen by the IDF [1] - The IDF Chief of Staff, Aviv Kochavi, stated that these operations were conducted secretly deep within Iranian territory, although specific details of the ground operations were not disclosed [1] Group 2: Impact on Iran - The actions taken by the IDF have reportedly disrupted Iran's missile capabilities and delayed its military development plans, indicating a significant impact on Iran's defense strategy [1] - As of now, there has been no response from the Iranian side regarding these military actions [1]

25日，俄国防部称控制了位于顿涅茨克地区的亚尔塔居民点，并打击了乌军及人员装备。乌克兰方面则 表示，击落了多架来袭的俄无人机，并打击了多处俄军事目标。俄罗斯国防部25日发布消息称，俄军控 制了位于顿涅茨克地区的亚尔塔居民点。过去一昼夜，俄军打击了乌克兰多个军工企业和无人机生产车 间，俄防空系统拦截了多枚航空炸弹并击落了335架乌军无人机。此外，俄联邦安全局发布消息称，在 莫斯科州一隐秘地点搜查自制爆炸装置时，击毙了两名为乌克兰情报机构服务的嫌疑人员，他们正在策 划针对俄罗斯军人的恐怖袭击活动。(新浪财经) ...

Group 1 - The NATO summit held in The Hague faced protests from over 20 countries, with demonstrators accusing NATO of being against peace and development [1] - The G7 summit preceding the NATO meeting did not produce a joint communiqué or a unified statement on Ukraine, highlighting internal divisions among Western nations [1][2] - The G7 summit's outcomes were limited, with significant disagreements on key issues, including trade negotiations and military actions regarding Iran [2] Group 2 - The NATO summit focused on military spending as a percentage of GDP, with a push for member countries to increase defense budgets to 5% by 2032, a significant rise from previous standards [4][5] - Some NATO members, like Spain, successfully negotiated to maintain their military spending at 2.1%, avoiding the proposed 5% increase [5] - The U.S. under Trump aimed to extend military spending demands to non-NATO allies like Japan and South Korea, but these countries found the 3.5% target unacceptable, leading to cancellations of planned meetings [5]

证券研究报告|宏观点评报告 [Table_Date] 2025 年 06 月 25 日 [Table_Title] 资产配置日报：担心踏空 | [Table_Title2] 国内市场表现 | | | | | | --- | --- | --- | --- | --- | | 指 数 | 收 盘 | 涨 跌 | 幅度（%） | 五日走势 | | 上证指数 | 3455.97 | 35.41 | 1.04% | | | 沪 深300指 数 | 3960.07 | 56.03 | 1.44% | | | 中证可转债指数 | 441.46 | 3.50 | 0.80% | | | 7-10年国开债指数 | 266.85 | -0.20 | -0.07% | | | 3-5年隐含AA+信用指数 | 189.95 | -0.03 | -0.01% | | 复盘与思考: 6 月 25 日，权益市场放量上涨，一定程度上与稳市资金的参与相关，更关键的是资金"跟注"倾向显现， 担心"踏空"的情绪有所发酵；股市情绪持续压制，叠加跨季资金面边际收敛，债市收益率进一步回调，长端品 种弱于短端。 复盘各类资产表现，股市，大盘股指中，上证 ...

晚间，美股涨跌不一，特朗普消息颇多。除了关于伊以冲突的表态，他还表示，会在三四个人之内选出下一任美联储主席。 截至发稿，纳指与标普500指数飘红，道指下跌。 个股方面，英伟达盘初拉升，现涨超2%，逼近历史新高。今夜零点，英伟达线上股东大会将召开。特斯拉股价跌近5%。该公司5月在欧洲销量同比骤降 四成，且连续第五个月下滑。 中概股方面，经历了昨日的大涨，纳斯达克中国金龙指数飘绿，其中，禾赛科技、再鼎医药等股跌幅居前。 美国总统特朗普表示，下周美方将与伊朗会谈。 特朗普表示，自己"非常确信"以色列与伊朗之间的军事冲突已经结束。以色列和伊朗之间的冲突可能再次爆发，也许很快。他不认为伊朗会重新进行核计 划。 特朗普说，美国不依赖以色列情报，空袭以来收集的情报显示基地已被摧毁。他表示，不会放弃对伊朗施压，也不会接管石油。 此外，特朗普与乌克兰总统泽连斯基在荷兰海牙举行会谈。 据了解，会晤共持续了大约50分钟。这是特朗普4月以来，与泽连斯基的首次面对面会谈。据外交人士透露，会谈内容可能涉及乌克兰拟采购的新防空系 统、对俄制裁以及国际油价上限等关键议题。 泽连斯基表示，其与特朗普进行了一次深刻且富有成果的会谈，涵盖了所有关 ...

据央视新闻报道， 当 地时间6 月25日， 美国总统特朗普表示，下周美方将与伊朗会谈。 特 朗普表示， 自己"非常确信"以色列与伊朗之间的军事冲突已经结束。 以色列和伊朗之间的冲 突可能再次爆发，也许很快。他不认为伊朗会重新进行核计划。 特朗普说，美国不依赖以色列情报，空袭以来收集的情报显示基地已被摧毁。他表示，不会放 弃对伊朗施压，也不会接管石油。 ...

Group 1 - Ukrainian President Zelensky met with US President Trump to persuade him to sell weapons to Ukraine, marking their first meeting since direct talks between Ukraine and Russia resumed [1] - The meeting lasted approximately 45 minutes and took place in The Hague, following a brief conversation in April [1] - Trump has indicated he will not renew military aid to Ukraine, which is running out this summer, and Ukraine needs specific weapons like the "Patriot" air defense system that only the US can provide [1] Group 2 - Zelensky is also seeking to convince Trump to increase sanctions against Russia, viewing this as the only way to pressure Putin into serious negotiations [2] - Despite Kremlin's refusal to make concessions, Trump has been reluctant to increase pressure on Putin [2] - Following their April meeting, Trump criticized Putin for targeting civilian areas in Ukraine, but the relationship between Trump and Zelensky appears to have improved since then [3] Group 3 - During the NATO summit, member countries approved a significant agreement to raise defense spending to 5% of GDP [3] - Trump expressed uncertainty about the outcomes of his discussions with Zelensky, indicating a lack of enthusiasm for the meeting [3] - Trump praised Zelensky as a "good man" facing many challenges, despite the overall tension in the discussions [3]