| | | ITG国贸期货 贵金属数据日报 | | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2025/11/24 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 贵金属与新能源研究中心 白素娜 | | 从业资格号:F3023916 | | | | | | | 伦敦金现 | 伦敦银现 | COMEX黄金 | COMEX白银 | AU2512 | AG2512 | AU (T+D) | AG (T+D) | | 内外盘金 | 日期 | (美元/盎司) | (美元/盎司) | (美元/盎司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 银15点价 | | | | | | | | | | | 格跟踪 | 2025/11/21 | 4030. 46 | 49.40 | 4027. 40 | 48.94 | 924. 00 | 11696.00 | 921.93 | 11685.00 | | (本表数 | 2025/11/20 | ...

Group 1 - Hungarian Prime Minister Orban stated that if the EU had not incited Ukrainian President Zelensky, peace between Russia and Ukraine might have already been achieved [1] - Orban reiterated his opposition to Ukraine joining the EU, arguing that it would bring war into the EU and divert significant EU funds [1] - Ahead of the upcoming EU summit, Orban expressed the need to clarify with Russia whether the freezing of Russian assets by the EU would lead to retaliatory measures, including the potential freezing of Hungarian company assets [1]

Group 1 - The Ukrainian government building in Kyiv was attacked by Russian drones, resulting in damage for the first time due to such an assault [2] - The attack led to a fire in the government building, with reports indicating 2 fatalities and 18 injuries from the drone and missile strikes [2] - Kyiv's mayor confirmed that debris from the drones caused the fire, and rescue operations were underway to extinguish it [2] Group 2 - Ukrainian President Zelensky rejected Russian President Putin's proposal for a bilateral meeting in Moscow, stating that he would only meet in Kyiv [3] - Putin emphasized the importance of addressing Russia's security concerns and reiterated that foreign troops in Ukraine are legitimate targets [4] - The Kremlin expressed a willingness to negotiate peacefully regarding Ukraine, but indicated that military operations would continue if peaceful resolutions were not achievable [5]

Core Viewpoint - Russian President Putin stated that there are no issues in communication with US President Trump, and calls can be organized at any time if necessary [1] Group 1: Russia-Ukraine Relations - Putin expressed willingness to hold talks with Ukraine, suggesting Moscow as the best location for such discussions [1] - He indicated that foreign troops, including those from Europe, would not be necessary in Ukraine if peace is achieved between Russia and Ukraine [1] - The Kremlin has proposed meetings in Russia to ensure the safety of the Ukrainian side, but Ukraine prefers other locations [1] Group 2: US-Russia Communication - Trump mentioned that he would soon have a conversation with Putin following his call with Ukrainian President Zelensky, emphasizing good communication between the two sides [1] - Kremlin spokesperson Peskov noted that no preparations for a meeting have been made yet, but it could be organized quickly [1] - Peskov also stated that security guarantees must be provided to both Ukraine and Russia, rejecting the idea of foreign military personnel providing security for Ukraine [1]

Core Viewpoint - Ukrainian President Zelensky discussed with US President Trump the need for stronger sanctions against Russia and a proposal to protect Ukrainian airspace during a phone call following an online meeting of the "Volunteer Alliance" [1] Group 1: Sanctions and Peace Efforts - Zelensky emphasized the importance of applying pressure on Russia through strong economic measures to achieve "real peace" in the Russia-Ukraine situation [1] - The discussion included various options to push the situation towards peace, highlighting the necessity of economic actions against Russia [1] Group 2: Airspace Protection - Zelensky proposed a plan to protect Ukrainian airspace to prevent Russian missiles and drones from causing civilian casualties [1] - The conversation focused on maximizing the protection of Ukraine's airspace as a critical measure to safeguard its citizens [1] Group 3: International Support - European Commission President von der Leyen announced that 26 countries in the "Volunteer Alliance" committed to deploying military forces in Ukraine under a ceasefire or peace agreement framework to provide security guarantees [1]

Core Viewpoint - Ukraine is prepared to take constructive measures to achieve genuine peace, but remains cautious regarding recent signals from Russia [1] Group 1 - Ukrainian President Zelensky expressed readiness to discuss territorial issues with Russian President Putin [1] - Zelensky stated that Ukraine is ready to take constructive steps to promote real peace [1] - Ukraine holds a cautious stance towards all recent signals from Russia, as there has been no demonstration of peace intentions from the Russian side [1] Group 2 - Zelensky believes that pressure must be applied to change Russia's position [1] - High-level meetings are necessary to discuss all issues related to the conflict [1]

Core Points - The meeting between Ukrainian President Zelensky and US President Trump on August 18 was characterized by a more cordial atmosphere compared to their previous encounter, with Zelensky expressing gratitude multiple times [1][3][4] - Despite the friendly tone, significant differences remain between the US, Ukraine, and European leaders regarding the approach to the Russia-Ukraine conflict, particularly concerning the need for a ceasefire before negotiations [5][7][8] Group 1: Meeting Dynamics - Zelensky's change in attire to a formal black suit was noted, contrasting with his previous casual appearance, which was positively received by Trump and the media [3][4] - The meeting did not result in any formal agreements or joint press conferences, but Zelensky described it as the "most successful meeting" between the US and Ukraine [4][10] - Trump emphasized that the US would support Ukraine's security but insisted that Europe should take the lead in providing security guarantees [3][7] Group 2: US and European Leaders' Discrepancies - European leaders, including German Chancellor Merz, reiterated the need for a ceasefire, while Trump questioned the necessity of such a condition for negotiations [7][8] - The term "security guarantees" was mentioned nearly 20 times during the multilateral meeting, indicating its importance to both Ukraine and European leaders [7][8] - Trump's unexpected phone call to Putin during the meeting raised concerns among European leaders about his trust in the Russian president [8][10] Group 3: Future Negotiations - Trump announced plans for a potential meeting between Putin and Zelensky, as well as a trilateral meeting involving the US, Russia, and Ukraine [10][11] - Both Trump and Putin expressed support for continuing direct negotiations between Russian and Ukrainian representatives, although the specifics of future meetings remain uncertain [10][11] - European leaders expressed skepticism about the likelihood of significant outcomes from future talks, with Macron emphasizing the need for Europe to be included in negotiations [10][11]

Core Points - The article discusses a recent meeting between Ukrainian President Zelensky and US President Trump, highlighting a shift in their relationship compared to a previous encounter in February [8][11] - Zelensky expressed gratitude multiple times during the meeting, indicating a more positive diplomatic tone [12][13] - The discussions included sensitive topics related to Ukraine's security guarantees, with Zelensky stating that details would emerge in the coming days [13][14] Group 1: Meeting Dynamics - The meeting took place at the White House, where Zelensky's attire was positively noted by Trump, contrasting with a previous criticism of his casual dress [4][5][8] - The atmosphere was more amicable compared to their last encounter, which ended in a heated argument [8][11] - Zelensky's opening remarks included four expressions of thanks, reflecting a change in diplomatic approach [12] Group 2: Security Discussions - Zelensky mentioned that discussions focused on Ukraine's security guarantees, with details expected to be finalized within ten days [13] - Trump expressed satisfaction with the meeting's outcomes, indicating a collaborative approach to peace talks involving European nations [14] - The Kremlin confirmed that Trump and Putin had a constructive phone call during the meeting, supporting ongoing negotiations [14] Group 3: Reactions from European Leaders - NATO Secretary General Rutte praised Trump's efforts in facilitating dialogue with Putin, suggesting a breakthrough in relations [16] - Finnish President Stubb noted significant progress in resolving the Ukraine conflict compared to the past three and a half years [16] - Italian Prime Minister Meloni and German Chancellor Merz acknowledged the meeting as a pivotal moment for future negotiations [16]

Group 1 - The atmosphere of the meeting between Ukrainian President Zelensky and US President Trump on August 18 was markedly different from their previous encounter six months prior, with a more positive tone and mutual respect [1][2] - Zelensky expressed gratitude multiple times during the meeting, thanking Trump for his invitation, efforts to end the war, military sales, and a letter from First Lady Melania Trump to Putin [4][5] - The discussions included sensitive topics related to Ukraine's security guarantees, with Zelensky indicating that details would emerge within the next ten days [5] Group 2 - Trump expressed satisfaction with the meeting's outcomes, stating that security guarantees for Ukraine would be coordinated with European countries [5] - Following the meeting, Trump had a phone conversation with Putin, which lasted about 40 minutes, emphasizing support for continued direct negotiations between Russian and Ukrainian representatives [6] - European leaders, including NATO Secretary General Mark Rutte and Finnish President Stubb, acknowledged the progress made in the past weeks regarding the Ukraine situation, highlighting a shift in dynamics [7]

Core Viewpoint - The article discusses a meeting between US President Trump and Ukrainian President Zelensky, highlighting the potential for a trilateral meeting involving the US, Russia, and Ukraine, as well as the possibility of US military involvement in peacekeeping efforts in Ukraine [3]. Group 1 - Trump indicated that if all goes well, a trilateral meeting involving the US, Russia, and Ukraine could take place [3]. - Zelensky emphasized Ukraine's need for comprehensive security guarantees, including military support, weapons, training, and intelligence from the US and other major powers [3]. - Zelensky stated that reliance on commitments from the US and other nations is essential to compel Russia towards peace [3].