Group 1 - Israeli Prime Minister Netanyahu plans to visit the US on the 5th and meet President Trump on the 7th, with the Gaza ceasefire being a key discussion point [1] - The US has exerted significant pressure on Israel to reach a ceasefire agreement with Hamas, with ongoing discussions about potential terms [3] - There is a notable divergence in the goals of both parties, with Hamas seeking a permanent ceasefire while Netanyahu's government aims to minimize the number of hostages without committing to a ceasefire [4] Group 2 - Despite a slight increase in Netanyahu's approval ratings following the Israel-Hamas conflict, public opinion still largely favors ending the Gaza conflict and securing the release of all hostages [4] - The far-right factions within the Israeli cabinet are strongly opposed to reaching a ceasefire agreement, with calls from the National Security Minister to unite against any new ceasefire proposals [4]

Core Viewpoint - Hamas has made a "positive" response to the ceasefire proposal for the Gaza Strip, according to a statement released on the evening of the 4th [1] Group 1 - The statement indicates that Hamas is engaging in negotiations regarding the ceasefire [1]

跟踪中东局势动态 +订阅 哈马斯：已将对美国斡旋的加沙停火提案的"积极回应"交给调解人。准备立即就落实提案的机制展开谈 判。 ...

智通财经7月5日电，据央视新闻报道，消息人士当地时间4日晚间表示，哈马斯已经向相关斡旋方就加 沙停火提案做出积极回应，并将很快发表官方声明。不过哈马斯方面尚未证实相关消息。美国总统特朗 普1日说，美以当天就加沙地带局势进行长时间会谈，以色列同意与哈马斯达成60天停火协议的必要条 件，卡塔尔和埃及将提交协议的最终文本。他希望哈马斯也接受这项协议。哈马斯4日凌晨发表声明 说，哈马斯正就加沙地带停火提议与多个巴勒斯坦派别磋商，将在磋商结束后向停火谈判斡旋方告知最 终决定。 哈马斯就停火提案做出回应 ...

哈马斯官员：哈马斯向调解人提交了对美国斡旋的停火提议的回应。 ...

来源：央视新闻 声明说，为了结束以色列对加沙地带的侵略，确保援助物资自由进入加沙地带，哈马斯正就 斡旋方的提议与多个巴勒斯坦武装和派别的领导人展开磋商。哈马斯将在磋商结束后向斡旋 方提交并正式宣布最终决定。 美国总统特朗普7月1日说，美以当天就加沙地带局势进行长时间会谈，以色列同意与哈马斯 达成60天停火协议的必要条件，卡塔尔和埃及将提交协议的最终文本。他希望哈马斯也接受 这项协议。哈马斯7月2日说，已就停火提议开始内部磋商。 根据加沙地带卫生部门7月3日发布的数据，自本轮巴以冲突2023年10月爆发以来，以色列在 加沙地带的军事行动迄今造成巴勒斯坦方面5.7万多人死亡、13.5万多人受伤。 当地时间7月3日、4日两天内，巴勒斯坦伊斯兰抵抗运动（哈马斯）下属安全部队在加沙中央省 处决了12人，罪名包括与以色列军方合作、盗窃人道主义援助物资等。 哈马斯：内部磋商结束后将就加沙停火提议作最终决定 巴勒斯坦伊斯兰抵抗运动（哈马斯）当地时间7月4日凌晨发表声明说， 哈马斯正就加沙地带 停火提议与多个巴勒斯坦派别磋商， 将在磋商结束后向停火谈判斡旋方告知最终决定 。 ...

Core Viewpoint - The ongoing conflict between Russia and Ukraine has shown no signs of resolution, with recent developments indicating a complex and evolving situation that complicates peace negotiations [1][6][10] Group 1: Battlefield Developments - As of June 30, Russian forces have reportedly gained full control over the Luhansk region, marking a significant shift in the battlefield dynamics [2][3] - The U.S. has confirmed a pause in certain military aid to Ukraine, which includes the suspension of 30 Patriot missiles and approximately 8,500 artillery shells, raising concerns about Ukraine's military capabilities [3][4][5] - Experts suggest that while the U.S. aid pause may alter the military balance, it is unlikely to lead to a complete Russian takeover of Ukraine [4][5] Group 2: Diplomatic Efforts and Challenges - Recent high-level talks between Trump and Putin have not yielded any substantial progress towards a ceasefire, reflecting the ongoing stalemate in negotiations [1][6][10] - The lack of a clear and mutually acceptable solution for both Russia and Ukraine complicates the peace process, with both sides unwilling to make significant concessions [8][9] - European involvement in the peace process appears diminished, with recent discussions between Macron and Putin focusing more on other geopolitical issues rather than the Ukraine conflict [9][10] Group 3: Future Outlook - The future of peace negotiations remains uncertain, with potential scenarios including either a withdrawal of U.S. involvement or increased pressure on Russia to accept a ceasefire [10] - Experts emphasize that achieving peace will require a comprehensive political solution involving not just the key leaders but also European stakeholders, indicating a long and challenging road ahead [10]

Core Viewpoint - The primary focus of Saudi Arabia is to achieve a ceasefire in the Gaza region before considering normalization of relations with Israel [1] Group 1 - Saudi Foreign Minister emphasized that the immediate priority is to establish a ceasefire in Gaza [1]

泽连斯基：若要实现和平 俄乌领导人直接会晤不可或缺 智通财经7月4日电，据央视新闻报道，乌克兰总统泽连斯基当地时间7月3日在丹麦哥本哈根举行的新闻 发布会上表示，若要实现俄乌之间的和平，乌克兰与俄罗斯领导人之间的直接会晤不可或缺。泽连斯基 指出，美国总统特朗普和俄罗斯总统普京是截然不同的两个人，目前并不确定二人之间是否存在诸多共 同观点或话题。但就乌克兰自身立场而言，乌方始终对特朗普此前提出的无条件停火倡议持支持态度。 ...

· 市场的注意力现在转向周四发布的美国非农就业数据。 · 欧元/美元从最近突破1.1800关口的高点回落。 · 美国美元在收益率上升的情况下获得了一些动能。 欧元（EUR）在周三结束了连续九天的上涨，欧元/美元在周二接近2025年高点1.1830后回落至1.1750区 域。该货币对的日内下跌主要是由于美元（USD）的反弹，尽管超买条件也在价格的突然变化中发挥了 作用。 对美联储的政治压力 与此同时，特朗普总统对美联储主席杰罗姆·鲍威尔的批评再次升级，鲍威尔呼吁将利率降至"1%或更 低"，并指责美联储领导层失职，但这并未影响美元。 今日Ultima Markets为您带来了 2025年 7 月 3 日的欧元/美元深入分析。 市场定位 截至6月24日的CFTC数据显示，单一货币的投机净多头上升至超过111.1K份合约，创下2024年1月以来 的最高水平。同时，商业交易者的净空头增加至164.3K份合约，为2023年12月以来的峰值。未平仓合约 随之上升，达到约762.6K份合约的两周高点。 技术水平 地缘政治与风险情绪 上周中东脆弱的停火协议重新激发了对风险资产的需求，给美元施加了压力，并为欧元及其他风险相关 货 ...