中国现代国际关系研究院中东研究所副所长 秦天：其次，在地区层面，美国投否决票会刺激地区形势 进一步动荡。9月上旬以色列曾突然袭击卡塔尔境内目标，且未受美国有力谴责和制约，可见以色列未 来在中东进行军事冒险的冲动依旧强烈。 美此举或进一步加剧国际社会分裂 中国现代国际关系研究院中东研究所副所长 秦天：最后，在全球层面，美国投否决票人为加剧了国际 社会在巴以问题乃至整体层面的大分裂。巴以问题是全球性热点和道义问题，但美国多次投否决票，本 届政府上台后还采取单边"停以""清以"等措施，变相放任、鼓励以色列破坏两国方案和巴勒斯坦建国前 景。如今，国际社会在巴以问题上已形成两个日益分化的阵营，全球南方和一些新近准备承认巴勒斯坦 国的西方国家反对以色列诉诸武力、支持巴勒斯坦建国，而美以联手顽固反对巴勒斯坦建国。在当下全 球体系本就因新冷战、某些国家的脱钩断链等被切割得支离破碎的情况下，巴以问题上的新分裂，无疑 给全球治理和国际合作增添了新的伤痕与切口，且这种负面影响一旦形成，难以在短时间内修复。 美此举或为以色列推进加沙城攻势"开绿灯" 中国现代国际关系研究院中东研究所副所长 秦天：我认为美国此举负面影响广泛且深远。首先 ...

Group 1 - The A-share market experienced a pullback this week due to a decline in risk appetite, influenced by deteriorating geopolitical conditions overseas. Most major indices fell, with the ChiNext Index showing the largest increase of 0.2%, while the Sci-Tech 50 Index had the largest decline of 1.9%. Currently, the valuation of the Wind All A Index is at a historical medium level since 2010 [1][13][15] - In terms of industry performance, there was a divergence in the performance of the Shenwan first-level industries this week. Non-ferrous metals, oil and petrochemicals, and agriculture-related sectors performed relatively well, while food and beverage, home appliances, and building materials sectors saw significant declines [1][15][24] Group 2 - Recent turmoil in the Middle East, particularly Israel's strikes against Iran, is not expected to have a significant impact on the A-share and Hong Kong markets. Historically, the impact of Middle Eastern tensions on these markets has been minimal. The low share of the Middle East in China's import and export trade also contributes to the limited effect on the domestic economy [2][3][21] - The short-term impact of the Middle East situation on industry performance is expected to be minimal. In the long term, the effect will depend on the duration of the conflict. A shorter conflict may benefit growth sectors, while a longer one could favor resource, transportation, and dividend sectors [2][3][39] Group 3 - The market is anticipated to maintain a consolidation state, with three main lines of focus: domestic consumption, domestic substitution, and sectors that are currently underweighted by funds. The expansion of domestic demand is a key focus of recent domestic policies, which may lead to continued policy catalysts [4][18] - The historical data indicates that the average performance of major assets following conflicts in the Middle East shows that the A-share and Hong Kong markets do not experience significant declines. The average performance of the Wind All A Index and the Hang Seng Index remains stable, with a tendency for narrow fluctuations [24][25][29]