Core Viewpoint - The ongoing conflict between Russia and Ukraine shows no signs of easing, despite Trump's high-profile involvement in mediation efforts [1][7] Group 1: Meeting Announcement - Trump announced a meeting with Putin on August 15 in Alaska, marking the first in-person meeting between U.S. and Russian leaders in four years [1] - The focus of the meeting will be on achieving a long-term peace solution for Ukraine, as confirmed by Russian officials [1] - This meeting follows a series of communications between Trump and Putin, with six phone calls occurring in the first half of the year [1] Group 2: Sanctions and Pressure Tactics - Trump issued a "last ultimatum" to Russia regarding sanctions, setting a deadline for peace talks to be completed by August 8 [3] - If Russia fails to achieve a ceasefire within the specified 10-day period, the U.S. plans to impose tariffs and additional sanctions [3] - Trump's approach has included progressively tightening deadlines for negotiations, reflecting a shift from an initial 24-hour ultimatum to a more recent 10-day limit [3] Group 3: Implications of Energy Exports - The potential for secondary tariffs on Russian energy exports indicates a significant leverage point for the U.S. in negotiations [4] - Trump's threats towards India regarding Russian oil imports suggest a broader strategy to isolate Russia economically [5] - Experts believe that Trump's tactics may undermine trust between the conflicting parties, complicating the negotiation process [5] Group 4: Outlook on Peace Talks - The possibility of a meeting between Putin and Zelensky is acknowledged, but conditions for such a meeting remain unmet [6] - Zelensky emphasized that the initiative for ending the conflict lies with Russia, calling for a ceasefire as a prerequisite for negotiations [6] - European leaders, including the EU Commission President, have expressed strong support for Ukraine and a commitment to facilitating a just and lasting peace [6]

Core Points - The article discusses the ongoing communication between former President Trump and President Putin, highlighting their multiple phone calls and the exchange of information through intermediaries [1][3]. - Trump expressed frustration over his inability to end the Russia-Ukraine conflict since returning to office, despite his earlier claims of being able to resolve it quickly [3]. - There is a potential meeting between Trump and Putin aimed at reaching a peace agreement regarding the Russia-Ukraine conflict, although significant differences in their positions remain [3][4]. Summary by Sections - **Communication Between Trump and Putin** - Trump and Putin have had numerous phone conversations and have communicated through intermediaries [1][3]. - The discussions often last for hours, with Putin speaking more and requiring translation, while Trump is eager to interject but also listens carefully [3]. - **Trump's Goals and Frustrations** - Trump aims to restore U.S.-Russia relations through economic cooperation and has expressed anger over not being able to resolve the conflict [3]. - He previously claimed he could end the Russia-Ukraine conflict within 24 hours, later stating it was a joke [3]. - **Potential Meeting and Positions** - A meeting between Trump and Putin is anticipated, possibly as soon as next week, to discuss a peace agreement [3]. - Putin's main demand is for international recognition of Russia's control over Crimea, while Trump's confidence stems from their previously established "cordial relationship" [3].

齐鲁晚报·齐鲁壹点记者 赵恩霆 前一秒还挥舞制裁和关税大棒，下一刻就官宣元首会晤安排上了，如何结束俄乌冲突将是"普特会"的首 要议题。尽管美俄关系的转折就这么说来就来，但俄乌局势的转折点还远未到来。 尽管4月以来俄乌举行了三轮谈判，但仅在换俘和交换阵亡士兵遗体方面取得成果，在停火等实质性问 题上毫无进展。同时，俄乌战事烈度持续升级，乌方多次对俄本土纵深乃至后方的战略目标发动大规模 无人机袭击，俄方则对乌重要目标实施高强度打击，从库尔斯克州逐出乌军，并在乌东地区全力向前推 进战线。 其间，特朗普先是以暂停部分军援来对乌克兰施压，试图迫使其在和谈中对俄妥协。但眼看俄方持续在 战场上发力，特朗普全面恢复援乌，并在7月中旬放话，以追加制裁、100%关税和"次级关税"施压俄罗 斯，将结束冲突的期限设定为50天。这一期限在7月29日进一步缩短至10天，截止日期是8月8日。 进入8月，特朗普还对俄祭出军事威慑——两艘核潜艇"被部署到适当区域"。俄方也不甘示弱，宣布不 再维持依据《中导条约》单方面暂停部署陆基中程和中短程导弹系统的自我限制。 紧要关头，美国中东问题特使威特科夫8月6日到访莫斯科，当天下午便受到俄罗斯总统普京接 ...

此外，泽连斯基与到访的罗马尼亚外交部长瓦娜-西尔维娅·措尤举行了会晤。这是措尤就任罗马尼亚外 交部长后首次访问乌克兰，此次访问传递了罗马尼亚对乌克兰的坚定支持。泽连斯基感谢罗马尼亚在军 事、政治、后勤等领域的一贯援助，尤其提到罗马尼亚在增强乌克兰防空系统方面提供了关键支持。 意大利总理梅洛尼当地时间8月7日分别与美国总统特朗普、乌克兰总统泽连斯基以及阿联酋总统穆罕默 德分别通电话，聚焦俄乌冲突。意大利总理府公告说，意大利总理梅洛尼呼吁俄乌双方达成停火协议， 通过谈判途径确保乌克兰实现公正持久的和平。 央视新闻消息，当地时间8月7日，乌克兰总统泽连斯基与欧洲多国领导人通电话，讨论俄乌局势。 乌克兰总统泽连斯基7日在社交媒体上称，他与阿尔巴尼亚总理埃迪·拉马进行了卓有成效的电话会谈。 泽连斯基向拉马简要介绍了当前前线局势和外交进展，并表示乌克兰正与所有合作伙伴共同努力，以尽 快结束冲突。 ...

Core Points - The meeting between U.S. Middle East envoy Wittekov and Russian President Putin was described as constructive, focusing on the Ukraine crisis and future strategic cooperation [2][3] - Despite the positive atmosphere, experts suggest that the meeting may not signal a breakthrough in reducing the intensity of the Russia-Ukraine conflict [1][7] - The U.S. continues to apply pressure on Russia, evidenced by President Trump's signing of an executive order imposing additional tariffs on Indian imports of U.S. products due to India's purchase of Russian oil [4][5] Group 1 - Wittekov's visit marks his fifth trip to Russia this year, with discussions lasting approximately three hours [2] - The meeting included discussions on the Ukraine crisis and the potential for future U.S.-Russia strategic cooperation [2] - Trump indicated that Wittekov's talks with Putin were fruitful, suggesting a possible future meeting with both Putin and Ukrainian President Zelensky [2][3] Group 2 - Following the meeting, Trump imposed additional tariffs on India, indicating ongoing U.S. pressure on Russia [4] - The U.S. government has warned that further sanctions will be imposed if Russia does not cease hostilities by August 8 [4] - Experts believe that despite some signals from Russia, the fundamental differences between Russia and Ukraine remain significant, making a ceasefire unlikely in the short term [6][7]

Report Summary 1. Report Industry Investment Ratings No industry investment ratings are provided in the reports. 2. Core Views - The change of Fed officials will strengthen the future loose - policy orientation, which is positive for gold, but the potential end of the Russia - Ukraine conflict is negative for safe - haven assets. The rise of gold price may be supported by central bank gold purchases, and its future trend needs further observation [1]. - The soda ash market is generally weak, with glass demand support being inadequate. The soda ash 01 contract is expected to fluctuate in the short term, and it is advisable to wait and see or short - sell on a short - term basis [2]. - Iron ore supply and demand are relatively stable, and the price is expected to remain range - bound. It is recommended to go long on the iron ore 2601 contract on pullbacks [4]. - Coking coal fundamentals have no prominent short - term contradictions and can support the price, with the price expected to fluctuate narrowly [4]. - Rebar prices are supported by cost but restricted by weak demand. The market is in a fierce long - short game, and the price may fluctuate and adjust [5]. - The pig market has a situation of strong supply and weak demand. It is recommended to trade the LH2509 contract in a range or go long on the LH2511 contract in the long - term, and farmers can choose to sell for hedging according to the slaughter rhythm [6]. - Palm oil prices are expected to fluctuate in the short term. It is advisable to wait and see [7]. - Domestic soybeans have a firm spot price. Short - term long trading is recommended [8]. - Silver is expected to fluctuate upward due to the increase in the number of initial jobless claims in the US and the increasing expectation of a Fed rate cut [8]. - The bond market has short - term upward momentum, and a strategy of short - selling at important resistance levels is recommended [8]. - Methanol is expected to fluctuate in the short term, and it is advisable to wait and see [9]. - Polypropylene prices are expected to fluctuate in the short term. It is advisable to wait and see or short - sell on rebounds [10]. 3. Summary by Variety Precious Metals - **Gold**: The change of Fed officials and central bank gold purchases are positive factors, while the potential end of the Russia - Ukraine conflict is negative. The future trend needs further observation [1]. - **Silver**: The increase in the number of initial jobless claims in the US and the increasing expectation of a Fed rate cut make silver fluctuate upward [8]. Chemicals - **Soda Ash**: The market is weak, with glass demand support being insufficient. The soda ash 01 contract is expected to fluctuate, and short - selling on a short - term basis is an option [2]. - **Methanol**: Domestic methanol starts at a high level, with port inventory increasing. It is expected to fluctuate in the short term, and waiting and seeing is recommended [9]. - **Polypropylene**: Supply is abundant, and the market faces shipment pressure. The PP 01 contract is expected to fluctuate, and short - selling on rebounds is an option [10]. Ferrous Metals - **Iron Ore**: Supply and demand are stable, and the price is expected to range - bound. Going long on pullbacks is recommended [4]. - **Coking Coal**: Fundamentals have no prominent short - term contradictions, and the price is expected to fluctuate narrowly [4]. - **Rebar**: Cost supports the price, but demand is weak. The price may fluctuate and adjust [5]. Agricultural Products - **Pig**: The market has a situation of strong supply and weak demand. Different trading and hedging strategies are recommended [6]. - **Palm Oil**: Prices are expected to fluctuate in the short term, and waiting and seeing is advisable [7]. - **Soybean**: Domestic soybeans have a firm spot price, and short - term long trading is recommended [8]. Others - **Long - and Medium - Term Treasury Bonds**: The bond market has short - term upward momentum, and short - selling at important resistance levels is recommended [8].

Group 1 - The core viewpoint of the articles revolves around the ongoing discussions and potential meetings between U.S. President Trump, Russian President Putin, and Ukrainian President Zelensky regarding the Russia-Ukraine conflict and ceasefire negotiations [1][2][6]. - Trump stated that Putin does not need to meet with Zelensky to hold discussions with him, indicating a possible direct dialogue between the U.S. and Russia [2]. - Putin expressed interest in a meeting with Trump and mentioned the UAE as a suitable location, while also indicating that conditions need to be created for a potential meeting with Zelensky [2]. Group 2 - Zelensky has been actively engaging with European leaders to discuss the Russia-Ukraine situation, emphasizing the importance of European support in achieving peace [3][6]. - Zelensky highlighted that the initiative to end the conflict lies with Russia, urging for a ceasefire from their side and advocating for diplomatic efforts to promote peace [6]. - The Ukrainian president has been coordinating with various European leaders and preparing a series of meetings in Europe to advance the peace process [6]. Group 3 - The Russian Defense Ministry reported the downing of 8 British-made Storm Shadow cruise missiles and other military equipment in the ongoing conflict [7]. - Additionally, the Russian military claimed to have targeted a railway hub used for transporting weapons to Ukraine, showcasing ongoing military operations [7][8].

Group 1 - Russian President Putin expressed interest in a summit with US President Trump, suggesting the UAE as a suitable location for the meeting [1][3] - Putin indicated he is open to meeting Ukrainian President Zelensky but stated that conditions for such a meeting are not yet met [1][3] - US officials, including Trump, have indicated a potential meeting could occur soon, with discussions about a possible trilateral meeting involving Ukraine [1][4] Group 2 - Trump's recent discussions with European leaders and Zelensky suggest he is optimistic about the possibility of a ceasefire agreement [4][5] - US Secretary of State Rubio mentioned that Russia has provided some specific examples of conditions for a ceasefire, which are now being compared with actions from Ukraine and European allies [4][6] - There are concerns that a meeting between Trump and Putin may not yield substantial results, as experts believe it could serve as a political tool for Putin [6][9] Group 3 - The potential for continued US sanctions against Russia remains uncertain, with Trump previously issuing an ultimatum for Russia to end hostilities by August 8 [8] - Analysts suggest that any sanctions imposed by Trump may be symbolic, as the effectiveness of previous sanctions has diminished [8][9] - There is speculation that Putin may use the summit to negotiate terms that would solidify Russia's territorial gains in Ukraine [9]

此外，泽连斯基与到访的罗马尼亚外交部长瓦娜-西尔维娅·措尤举行了会晤。这是措尤就任罗马尼亚外交部长后首次访问乌克兰，此次访问传递了罗马尼亚 对乌克兰的坚定支持。泽连斯基感谢罗马尼亚在军事、政治、后勤等领域的一贯援助，尤其提到罗马尼亚在增强乌克兰防空系统方面提供了关键支持。 当地时间8月7日，乌克兰总统泽连斯基与欧洲多国领导人通电话，讨论俄乌局势。 △意大利总理梅洛尼（资料图） 乌克兰总统泽连斯基7日在社交媒体上称，他与阿尔巴尼亚总理埃迪·拉马进行了卓有成效的电话会谈。泽连斯基向拉马简要介绍了当前前线局势和外交进 展，并表示乌克兰正与所有合作伙伴共同努力，以尽快结束冲突。 意大利总理梅洛尼当地时间8月7日分别与美国总统特朗普、乌克兰总统泽连斯基以及阿联酋总统穆罕默德分别通电话，聚焦俄乌冲突。意大利总理府公告 说，意大利总理梅洛尼呼吁俄乌双方达成停火协议，通过谈判途径确保乌克兰实现公正持久的和平。 （文章来源：央视新闻客户端） △罗马尼亚外交部长瓦娜-西尔维娅·措尤 ...

Core Points - The visit of U.S. Middle East envoy Wittekov to Russia and his meeting with President Putin was positively evaluated by both sides, but specific details were scarce [1][2] - Experts suggest that while the atmosphere of the visit seemed positive, it remains uncertain whether it signals new proposals to de-escalate the Russia-Ukraine conflict or is merely a calm before potential new sanctions [1][2] - The ongoing tension between the U.S. and Russia continues, with the U.S. imposing additional tariffs on Indian imports due to its purchase of Russian oil shortly after the meeting [4][5] Group 1: Meeting Details - Wittekov's visit marked his fifth trip to Russia this year, with discussions lasting about three hours, primarily focused on the Ukraine crisis and U.S.-Russia strategic cooperation [2] - The meeting was described as "constructive," and both sides acknowledged the continuation of "constructive dialogue" [2][3] - Trump claimed significant progress was made during the talks, hinting at a potential meeting with Putin and Ukrainian President Zelensky [2][3] Group 2: Ongoing Tensions and Sanctions - Despite the positive rhetoric, the U.S. continues to apply pressure on Russia, exemplified by Trump's signing of an executive order imposing a 25% tariff on Indian imports due to its Russian oil purchases [4] - Analysts believe that the results of Wittekov's visit may influence future U.S. sanctions against Russia, especially with a deadline for Russia to end the conflict by August 8 [4][5] - The U.S. is considering sanctions against Russia's "shadow fleet," which allegedly helps Russia evade Western sanctions [4] Group 3: Military and Conflict Dynamics - The likelihood of a ceasefire between Russia and Ukraine remains low, with significant differences in positions and ongoing military actions from both sides [6][7] - Discussions may have included a proposal for an "air ceasefire," but experts doubt its feasibility given past failures of temporary ceasefires [6][7] - Ukraine is reportedly strengthening its military capabilities and discussing defense cooperation with the U.S., including the purchase of American weapons [6][7]