今日周五（12月5日）亚盘时段，黄金期货目前交投于960附近，截至发稿，黄金期货暂959.98元/克， 涨幅0.24%，最高触及960.68元/克，最低下探952.62元/克。目前来看，黄金期货短线偏向看涨走势。 打开APP，查看更多高清行情>> 马克龙称，美国可能在无明确安全保障下于领土问题上弃乌，泽连斯基面临巨大危险（爱丽舍宫随后称 原话并非如此）。默茨赞同并警告泽连斯基"未来几天要格外小心"，直言"他们在耍你，也在耍我们"。 芬兰总统斯图布强调"绝不能把乌克兰和泽连斯基扔下"，北约秘书长吕特也表示同意，凸显欧洲对泽连 斯基弱势处境及美国施压的不满。 此次通话被指刻意泄密，向特朗普政府释放信号，因欧洲不认可美和平方案，矛头直指特朗普特使维特 科夫与库什纳——两人刚赴莫斯科见普京，推动28点（或19点）和平计划。欧洲对二人极度不信任，意 图反击"美国为结束战争的阴招"。 通话还达成冻结俄资产的共识，认为属欧洲内部事务，而美方拟在和平协议中归还俄资产。泽连斯基办 公室未置评，乌外交官称欧美分裂利俄，需维持跨大西洋团结，但泽连斯基反对排除乌方的方案，拒绝 割让领土，欧洲亦抵制该条款。克宫则坚持要求国际社会与乌法 ...

据央视新闻，乌克兰总统办公室顾问贝夫兹当地时间12月4日透露，当天乌克兰国家安全与国防委员会 秘书乌梅罗夫以及乌武装部队总参谋长格纳托夫将收到美特使威特科夫和美总统特朗普女婿库什纳访问 莫斯科的成果简报，以及与特朗普及其团队讨论此次访问后的反馈。之后，乌总统泽连斯基将确定下一 步行动，并向谈判小组下达相关指示。 乌克兰驻美国大使奥莉加·斯特凡尼希娜12月4日通报称，当天乌梅罗夫将与威特科夫和库什纳在迈阿密 举行会谈。美国政府高级官员也证实了此消息。 美国和乌克兰代表团11月30日围绕美方提出的俄乌"和平计划"在美国佛罗里达州举行约4小时会谈。会 谈后，乌梅罗夫在社交媒体发文称，乌美在佛州的这场谈判"艰难但富有成效"。 英指俄情报部门投毒并实施制裁 俄称报复措施"势在必行" 据新华社，俄罗斯外交部发言人扎哈罗娃12月4日说，针对英国对俄罗斯武装力量总参谋部情报总局和 11名俄罗斯人的制裁，俄罗斯将保留采取报复措施的权利。 当天早些时候，英国政府发布调查报告称，俄武装力量总参谋部情报总局应对一名英国公民的死亡负 责，并宣布对这一机构及其3名雇员和其他8名俄罗斯公民实施制裁。英国政府还召见了俄罗斯驻英国大 使，要求 ...

Core Viewpoint - Trump indicated that Ukraine has missed opportunities to resolve issues and now faces more challenges ahead [1] Group 1: US and Ukraine Relations - On December 2, a meeting between US and Russian representatives took place in Moscow, which Trump described as "good" [1] - On November 30, US and Ukrainian delegations held talks regarding a proposed US peace plan for the Russia-Ukraine conflict [1] - Ukrainian President Zelensky stated on December 3 that Ukraine is actively preparing for new talks with US representatives [1]

报道说，普京在访问印度前接受印度媒体采访时说，他与威特科夫的会谈持续了5个小时，"但这是必要的"，会谈"非常有益"。双方就和平计划的每一点都进行了磋 商。 普京表示，美方带来的提议或多或少是以此前俄美总统阿拉斯加峰会的磋商为基础的。他说："促使各方达成某种折中方案，这不是简单的任务。但我真诚相信特朗 普总统在试图做成这件事。" 俄总统助理：普京与美代表讨论了乌克兰加入北约问题 俄总统助理乌沙科夫3日评论了俄美2日就美方提出的"和平计划"直接对话的情况。他称，俄军近期在前线的胜利影响了西方对解决乌克兰冲突途径的评估。他还透 露，总统普京与美方代表讨论了乌克兰加入北约的问题，但双方约定不透露细节。此外，特别军事行动结束后，涉及乌克兰的潜在协议的国际承认问题，也是俄美 谈判内容之一，但他不会具体说明。 普京：与美特使的会谈"非常有益"。 塔斯社4日援引俄罗斯总统普京的话报道说，他与美国中东问题特使威特科夫的会谈"非常有益"。 谈及领土问题，普京表示，"要么是我们通过武力，要么是乌克兰军队离开并停止战斗"。 当地时间2日晚，普京和威特科夫在克里姆林宫举行会谈。俄总统助理乌沙科夫会谈后表示，会谈"非常有益、富有建设性且 ...

Report Industry Investment Rating - The investment rating for commodities and stock index futures is overall neutral [2] Core Viewpoints - The unexpected cooling of the US "small non - farm" data has dragged down the US dollar. Domestic policy expectations are rising, while the domestic economic foundation needs to be consolidated. The probability of the Fed cutting interest rates in December has increased. In the commodity market, during the current inflation expectation game stage, focus on commodities with high certainty such as non - ferrous metals and precious metals [1] Summary by Related Catalogs Market Analysis - **Domestic Situation**: On November 14, the State Council Executive Meeting studied in - depth implementation of "two - major" construction work and deployed measures to enhance the adaptability of consumer goods supply and demand and further promote consumption. On November 24, the Price Department of the National Development and Reform Commission organized a symposium on cost determination for disorderly price competition. On November 28, the Ministry of Industry and Information Technology emphasized the governance of irrational competition in the power and energy storage battery industries. China's exports in October (in US dollars) decreased by 1.1% year - on - year, and the growth rates of investment, consumption, and industry in October slowed down. China's official manufacturing PMI in November rebounded to 49.2, and the high - tech manufacturing PMI has been above the critical point of 50 for 10 consecutive months. The non - manufacturing PMI declined slightly due to the high - base effect. China's RatingDog service PMI in November slightly decreased to 52.1, with a significant improvement in new export orders. On December 3, French President Macron arrived in Beijing for his fourth state visit to China. The A - share market fluctuated and adjusted throughout the day, with the ChiNext Index falling more than 1% [1] - **US Situation**: The probability of the Fed cutting interest rates in December has jumped from less than 30% on November 20 to over 70%. Many Fed officials have sent dovish signals, and some key figures support a December rate cut. In November, the US ADP employment decreased by 32,000, the largest decline since March 2023, and small - business unemployment soared. The US S&P Global Composite PMI preliminary value in November was 54.8, the highest in four months, with the service PMI growing faster and the manufacturing PMI growing slower. The US ISM manufacturing index dropped from 48.7 to 48.2, the largest decline in four months and below the boom - bust line of 50 for nine consecutive months. The US Bureau of Labor Statistics adjusted data release arrangements. Trump hinted that economic advisor Hassett might succeed as Fed chairman, strengthening the market's expectation of faster - than - expected rate cuts. On December 1, the US Trade Representative's Office announced a principled agreement on drug pricing between the US and the UK [1] - **European and Asian Situations**: The European Central Bank warned that high valuations exacerbate financial stability risks. In Japan, the 5 - year government bond yield rose to 1.38%, and the 10 - year yield rose 3 basis points to 1.885%, the highest since June 2008. The Japanese central bank governor said he hopes to further elaborate on the future interest - rate hike path after raising the interest rate to 0.75%. Negotiations between the US and India have encountered obstacles, and the Indian rupee has fallen below the key level of 90 against the US dollar [1] Commodity Market - **Black Sector**: Still dragged down by downstream demand expectations, focus on the "anti - involution" situation [1] - **Non - ferrous Sector**: Long - term supply constraints remain unresolved and have recently been boosted by global easing expectations [1] - **Energy Sector**: The US and Ukraine held talks on a 28 - point plan to end the Russia - Ukraine conflict. Putin said Russia cannot accept Europe's modifications to the "peace plan." Iraq, the UAE, Kazakhstan, and Oman submitted additional production - cut plans. The EU agreed to gradually stop importing Russian natural gas by 2027. Continue to monitor the impact of the peace talks on oil prices [1] - **Chemical Sector**: Pay attention to the "anti - involution" space of varieties such as methanol, caustic soda, urea, and PTA [1] - **Agricultural Products**: After the China - US talks, focus on China's procurement plan for US goods and next year's weather forecast [1] - **Precious Metals**: After clearing the short - term sharp adjustment risk, consider buying on dips [1] Strategy - The overall investment strategy for commodities and stock index futures is neutral [2] Important News - China's RatingDog service PMI in November was 52.1, slightly lower than the previous value. The overall market fluctuated and adjusted, with the ChiNext Index falling more than 1%. Over 3,800 stocks in the Shanghai, Shenzhen, and Beijing stock markets declined, and the trading volume exceeded 1.68 trillion. Trump plans to announce the next Fed chairman in early 2026. Putin said Russia cannot accept Europe's modifications to the US - proposed Russia - Ukraine "peace plan." The 5 - year and 10 - year Japanese government bond yields reached new highs since June 2008. The US ADP employment in November decreased by 32,000, far lower than expected. The Indian rupee fell to a record low against the US dollar. The EU agreed to gradually stop importing Russian natural gas by 2027 [4]

Group 1 - The core viewpoint of the article highlights the ongoing tensions between Russia and the West, particularly regarding the lack of progress in the peace negotiations for Ukraine, despite discussions between Russian President Putin and U.S. representatives [1][3][4] - The meeting lasted approximately five hours, with both sides discussing the U.S. proposed "Russia-Ukraine peace plan," but no compromise was reached, indicating Russia's firm stance on its military objectives [1][3] - NATO Secretary General Stoltenberg stated that NATO will continue to supply weapons to Ukraine, despite U.S. efforts for peace mediation, reflecting the ongoing military support for Ukraine from Western allies [1][5] Group 2 - Russian officials, including spokesperson Peskov, emphasized the importance of maintaining confidentiality during negotiations, suggesting that public disclosure could hinder progress [4][6] - Putin warned that Europe is obstructing peace efforts and indicated readiness for military action if necessary, highlighting the escalating rhetoric and potential for conflict [5][6] - The article mentions recent incidents in the Black Sea, where Russian interests have been threatened, leading to a potential escalation in military responses from Russia, including targeting Ukrainian maritime activities [6]

12月2日，俄罗斯总统普京在接受记者采访时说，"我们无意与欧洲开战，这一点我已强调过无数次。但 若欧洲突然想对我们开战并付诸行动，我们现在已经准备好了。战争会结束得很快，局势将迅速演变至 无人可与我们谈判的境地。" 美俄会谈未达成乌克兰问题妥协方案 来源：中国新闻社综合自参考消息、央视新闻、新华社 当地时间2日晚，俄罗斯总统普京与美国总统特使威特科夫以及特朗普的女婿库什纳就俄乌"和平计 划"在克里姆林宫举行会谈，俄总统助理乌沙科夫和俄罗斯直接投资基金总裁德米特里耶夫参加会晤。 会谈持续近五小时。 会谈期间，正在爱尔兰访问的乌克兰总统泽连斯基称，乌正密切关注美俄会晤进程，并将等待美方会后 发出的信号。 会晤谈及领土暂无乌克兰问题妥协方案 会谈结束后，俄罗斯总统助理乌沙科夫表示，本次会谈富有建设性、非常有益且内容充实。会谈讨论了 领土问题，不过俄美商定不公开会谈实质。 乌沙科夫表示，在会谈中，双方探讨了多个版本的乌克兰问题解决方案。五小时的会谈使得各方得以深 入、详尽地讨论乌克兰局势调解议题。 泽连斯基表示，他当天上午在爱尔兰听取了乌克兰谈判代表团在与美方谈判后所作的情况通报。乌克兰 正期待美方2日在俄罗斯举行会 ...

Group 1 - The core viewpoint is that Russia is prepared to respond to potential conflicts initiated by Europe, emphasizing that any escalation will be the responsibility of the provocateurs [1][7][9] Group 2 - Europe has significantly modified the US-proposed 28-point peace plan, claiming to balance interests, but the revised plan favors Ukraine and the West while placing Russia at a disadvantage [4][6] - This manipulation of the peace process is seen as a strategy to shift the blame for any collapse of peace onto Russia, which undermines diplomatic norms and reflects Europe's underlying war-risk mentality [4][6] Group 3 - Russia's military readiness is not merely rhetoric; it includes a comprehensive military system, strategic nuclear forces, and emergency deployment capabilities to handle any sudden situations [6][9] - The statement from Putin indicates that any war provocation will incur significant costs, and Russia's strategic confidence should not be underestimated [6][9] Group 4 - If Europe were to recklessly initiate war, the responsibility would lie entirely with Europe, aligning with both international law and historical precedents [7][9] - The firm stance from Russia suggests that war is a last resort, and those who provoke conflict must bear the risks associated with their actions [7][9]

Core Points - The recent five-hour talks between Russian President Putin and U.S. special envoy Witkowski ended without a compromise on the Ukraine issue, with Putin accusing Europe of trying to shift blame for the stalled peace process [1][3] - Russia has claimed full control over key areas in the Donetsk region, including the city of Bakhmut (referred to as Red Army City), which is strategically significant for Ukraine's logistics [1][6][14] - The ongoing military actions by Russia contrast with its diplomatic stance, as it shows no urgency to negotiate while making territorial gains on the battlefield [5][6] Group 1: Russia's Strategy - Russia is adopting a "wait and see" approach in negotiations, with Foreign Minister Lavrov stating that there is no rush to pressure the U.S. on Ukraine [5] - The Russian Deputy Foreign Minister Ryabkov has drawn a clear line, stating that no concessions will be made while military operations are ongoing [6] - Control of Bakhmut is seen as critical for further advances in the region, potentially opening pathways into Dnipropetrovsk [6] Group 2: Europe's Dilemma - Europe is caught in a strategic bind, facing increasing "hybrid attacks" from Russia while debating how to respond effectively [8] - There is a growing call within Europe for a more proactive stance against Russia, as highlighted by Latvian Foreign Minister Baiba Braze [8] - NATO is considering shifting from a passive defense to a more aggressive posture, particularly in cyberspace [8] Group 3: U.S. Role - The U.S. plays a complex role in the peace process, with its initial peace plan being perceived as biased towards Russia [10][11] - The modified plan proposed by Europe was rejected by Russia, indicating a lack of alignment on key issues [11] - Domestic political changes in the U.S. add uncertainty to its mediation role, as it seeks a balance between supporting Ukraine and negotiating with Russia [11] Group 4: Future Scenarios - Three potential future paths have been identified: U.S. pressure on Ukraine to accept the original plan, a long-term strategy of bargaining with Russia while applying political pressure on Ukraine, or new sanctions against Russia coupled with advanced military support for Ukraine [12] - Russia has made it clear that if Ukraine does not accept its conditions, it will continue to seize territory [12] - The evolving situation on the battlefield is likely to influence any future peace negotiations, as territorial realities change [12]

乌沙科夫在会谈结束后说，会谈没有达成解决乌克兰问题的折中方案，俄方能接受美方的部分提 议，另一些则无法接受。 乌沙科夫同时表示，这次会谈"非常有益、富有建设性且信息量巨大"，俄美立场没有进一步分歧， 各方距离和平"没有更远"。德米特里耶夫3日说，俄总统普京和美国中东问题特使威特科夫围绕俄乌"和 平计划"的会谈"富有成效"。 乌沙科夫说，俄方在会上收到了美方提供的"和平计划"和其他4份文件，这些文件涉及乌克兰危机 的长期解决，具体内容"无法透露"。俄美双方没有讨论具体文件的措辞和提议，而是讨论了其包含的实 质性内容。 乌沙科夫说，双方重点讨论了领土问题。领土问题不解决，危机也无法解决。未来还有很多工作要 做，俄美双方将继续保持接触。 新华社北京12月3日电 俄罗斯总统普京和美国中东问题特使威特科夫2日在克里姆林宫举行会谈。 俄总统助理乌沙科夫当天表示，会谈未达成解决乌克兰问题的折中方案。 普京在会谈前表示，俄罗斯无法接受欧洲试图对美国所提俄乌"和平计划"作出的修改。泽连斯基同 日称，俄罗斯必须在实现"真正的和平与安全保障"方面展现出与乌方相同的意愿。 未达成折中方案 俄美会谈从2日19时30分许开始，持续近5小 ...