突发。 近日，法国突然与西方多国陷入外交龃龉，总统马克龙成为多国批评的焦点。美国、以色列和意大利相 继对法国政策提出质疑，这些批评不仅涉及中东和平进程，还延伸到欧洲安全议题和反犹主义问题。 这一连串外交冲突源于西方国家在巴以和俄乌问题上持不同立场，这两场冲突正在引发西方政坛的公开 分裂。 以色列：马克龙助长反犹主义 以色列总理内塔尼亚胡近日写信指责马克龙，称他承认巴勒斯坦国的决定是"给反犹主义火上浇油"，内 塔尼亚胡"对法国的反犹主义抬头及法国政府缺乏果断应对行动感到担忧"。 法国总统府随即对内塔尼亚胡言论进行严厉反驳，称内塔尼亚胡的指控"卑劣"且"错误"。 随着加沙局势不断恶化，法国政府在巴以问题上的态度也出现变化。今年6月的巴黎航展上，法国政府 要求展会主办方关闭部分以色列企业的展台，理由是以色列企业不配合相关要求，在展台上展示攻击性 武器、动能武器，并拒绝移走。以色列国防部回应称主办方此举"史无前例、令人愤怒"。 美驻法大使附和以色列 法国和以色列的外交冲突引来美国迅速介入。美国驻法国大使查尔斯·库什纳致信马克龙，指责法国未 能采取足够措施遏制反犹太暴力活动。 8月24日，法国外交部发言人表示，"大使的 ...

特朗普称普京 "有可能" H席2026年世界杯赛事 高调晒出三人阿拉斯加会晤合影 "看看接下来会怎样吧。在接下来两周内，我们就会知道事情将如何发展，希望到时候我能满意。"特朗普告诉记者。 特朗普与普京本月15日在美国阿拉斯加州安克雷奇市举行会晤。双方表示会晤"具有建设性""富有成果"，但未就俄乌停火等议题达成任何协议。谈及乌克 兰问题，特朗普21日在接受美国一家电台采访时称，"大约两周内"就能以某种方式知道结果，之后美国"可能不得不采取其他策略"。 据《国会山报》报道，特朗普当天与国际足联主席因凡蒂诺在白宫出席活动，宣布世界杯分组抽签仪式将于12月在华盛顿肯尼迪中心举行。其间，特朗普 从办公桌抽屉中拿出一张与普京的合影，照片记录了一周前特朗普与普京在阿拉斯加会晤时的场景。 "我刚收到一张照片，照片中的人非常想来这里"，特朗普边说边展示合影称，"这个人叫弗拉基米尔·普京，我相信他会来（看世界杯），但这取决于具体 情况，他可能来，也可能不来。接下来几周我们有很多事情要做。"特朗普说。 《国会山报》称，特朗普并未明确说明普京是否会出席在美国、加拿大或墨西哥举行的赛事，预计届时美国将主办100多场比赛中的大部分赛事。 ...

来看详细报道！ 特朗普签令，设美国首席设计官职位 美国，传来多则新消息！ 当地时间21日，美国总统特朗普签署行政命令，设立美国政府首席设计官职位。 同一天，特朗普谈及俄罗斯与乌克兰问题时称，"大约两周后就能知道结果"。 另外，美国国防部与国防后勤局（DLA）发布招标文件，计划在未来五年内采购约7480吨合金级钴。 关于乌克兰与俄罗斯举行会晤的可能地点，泽连斯基表示，乌方认为会晤地点应选择中立欧洲国家，如 瑞士或奥地利，也不排除土耳其。但莫斯科不可接受，布达佩斯目前也不现实。 泽连斯基还表示，目前不知道有多少国家准备向乌克兰派出"地面部队"，不过为支持乌克兰而建立 的"志愿联盟"中有约30个国家有意向，这些国家正在考虑可能参与对乌提供安全保障。他还称，已收到 美国积极信号，美国将参与乌克兰的安全保障。 当地时间21日，特朗普谈及俄罗斯与乌克兰问题时称"大约两周后就能知道结果"。他表示，两周后，美 国或将采取其他策略。 特朗普当地时间21日签署行政命令，设立美国政府首席设计官职位。 当地时间8月18日下午，特朗普在白宫会晤乌克兰总统泽连斯基，并随后与泽连斯基及"组团"前来的欧 洲多国、欧盟、北约领导人举行多边会晤 ...

Report Industry Investment Ratings - Not provided in the content Core Views - **Crude Oil**: Short - term, the market focuses on the cease - fire negotiation between the US and Russia on the Russia - Ukraine issue and India's attitude towards Russian oil sanctions. In the long - term, the supply - demand surplus pattern is hard to be falsified, and the price is bearish. Brent should pay attention to the support around $65.5 per barrel [1][2] - **Asphalt**: It maintains a pattern of weak supply and demand. The price is expected to be weak in the short - term and more resistant to decline than crude oil. The main contract is expected to operate in the range of 3450 - 3550 [3][5] - **Fuel Oil**: High - sulfur fuel oil's supply pressure in the third quarter is slightly reduced, and the demand is mixed. Low - sulfur fuel oil's supply is rising and the demand has no specific driver. The price is expected to be weakly volatile [7] - **PX**: Supply is recovering in August, and the demand side lacks upward drive. The price is expected to be in a range - bound consolidation [7][9] - **PTA**: Supply load has rebounded, and the demand side lacks upward drive. The price is expected to be in a range - bound consolidation [9][10] - **Ethylene Glycol**: Supply is expected to increase, and the price is expected to be in a wide - range oscillation [12][13] - **Short Fiber**: The processing fee has stabilized and rebounded, and the inventory has slightly increased. The price is expected to be in a low - level oscillation [15][16] - **PR (Bottle Chip)**: The processing fee has rebounded and stabilized. The price is expected to be in a low - level oscillation [18][19] - **Pure Benzene and Styrene**: Pure benzene's supply and demand are expected to be relatively balanced, and the price has strong support. Styrene's supply is expected to increase, and there is still pressure on inventory accumulation. The price of pure benzene is expected to be in a wide - range oscillation [19][21] - **PVC and Caustic Soda**: PVC's supply and demand are expected to be weak, and short positions should be held. Caustic soda's price is expected to be in a volatile trend, and short positions should be closed at low prices [25][26] - **Plastic and PP**: The overall supply - demand pressure is large, and the price is expected to be weakly volatile [27][28] - **Methanol**: Supply is increasing, and the strategy is to short at high prices without chasing the short [29][30] - **Urea**: Supply is abundant, and demand is declining. The strategy is to short at high prices without chasing the short [31] - **Soda Ash**: Supply increases, demand is stable, and the price is expected to be weakly volatile [33][34] - **Glass**: After the price increase, the inventory is sufficient, and the price is expected to be weakly volatile [35][37] - **Log**: Supply is in a pulsed fluctuation, and demand improvement is limited. The market is generally stable and slightly strong, but long - term demand needs to be observed [38][40] - **Offset Printing Paper**: Supply is slightly reduced, and demand support is general. The price is generally stable [40][42] - **Pulp**: The inventory shows a marginal destocking trend. The strategy is to hold short positions in the main 11 - contract [42][44] - **Butadiene Rubber**: The strategy is to try to go long in the main 09 - contract [45][47] - **Natural Rubber and No. 20 Rubber**: For the RU main 01 - contract, wait and see; for the NR main 10 - contract, try to go long. Consider arbitrage opportunities in RU2511 - NR2511 [47][49] Summaries by Related Catalogs Crude Oil - **Market Review**: WTI2509 was stable at $63.88 per barrel, Brent2510 rose $0.16 to $66.59 per barrel, and SC2510 fell to 493 yuan per barrel. The Brent main - secondary spread was $0.61 per barrel [1] - **Related News**: The US and Russia may negotiate to end the Ukraine war, and India has put on hold the plan to purchase US weapons and is open to reducing Russian oil imports [1] - **Logic Analysis**: Short - term feed demand is okay, and the market focuses on geopolitical events. In the long - term, the supply - demand surplus pattern is hard to be falsified [2] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: gasoline cracking is weak, diesel cracking is strong; Options: wait and see [2] Asphalt - **Market Review**: BU2510 closed at 3484 points (+0.17%) at night, and BU2512 closed at 3394 points (+0.09%) at night [3] - **Related News**: Shandong's mainstream transaction price fell by 5 yuan per ton, and the supply - demand pattern was loose [3] - **Logic Analysis**: July's actual output was higher than expected, and the demand in the south and north was weak. The price is expected to be weakly volatile [4][5] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: the asphalt - crude oil spread is strong; Options: wait and see [5] Fuel Oil - **Market Review**: FU09 closed at 2776 (-0.82%) at night, and LU10 closed at 3464 (-0.89%) at night [5] - **Related News**: Iraq seized an oil tanker, and the domestic low - sulfur production in July decreased [5][6] - **Logic Analysis**: High - sulfur supply pressure is slightly reduced, and low - sulfur supply is rising [7] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: wait and see [7] PX - **Market Review**: PX2509 closed at 6726 (-0.33%) on Friday and 6748 (+0.33%) at night [7] - **Related News**: China's PX and PTA operating rates increased [8] - **Logic Analysis**: Supply is recovering, and demand lacks upward drive [9] - **Trading Strategy**: Unilateral: range - bound consolidation; Arbitrage: wait and see; Options: wait and see [9] PTA - **Market Review**: TA509 closed at 4684 (-0.09%) on Friday and 4692 (+0.17%) at night [9] - **Related News**: China's PTA and polyester operating rates increased [9] - **Logic Analysis**: Supply load has rebounded, and demand lacks upward drive [10] - **Trading Strategy**: Unilateral: range - bound consolidation; Arbitrage: wait and see; Options: wait and see [12] Ethylene Glycol - **Market Review**: EG2509 closed at 4384 (-0.27%) on Friday and 4391 (+0.16%) at night [12] - **Related News**: China's ethylene glycol operating rate increased [12] - **Logic Analysis**: Supply is expected to increase, and the price is expected to be in a wide - range oscillation [13] - **Trading Strategy**: Unilateral: range - bound consolidation; Arbitrage: wait and see; Options: wait and see [14] Short Fiber - **Market Review**: PF2510 closed at 6382 (-0.16%) on Friday and 6398 (+0.25%) at night [15] - **Related News**: China's short - fiber operating rate increased, and the inventory increased [16] - **Logic Analysis**: The processing fee has stabilized and rebounded, and the inventory has slightly increased [16] - **Trading Strategy**: Unilateral: range - bound consolidation; Arbitrage: wait and see; Options: wait and see [17] PR (Bottle Chip) - **Market Review**: PR2510 closed at 5898 (-0.34%) on Friday and 5924 (+0.44%) at night [16][18] - **Related News**: The bottle - chip operating rate was flat, and the export price was lowered [18] - **Logic Analysis**: The processing fee has rebounded and stabilized, and the price is expected to be in a low - level oscillation [19] - **Trading Strategy**: Unilateral: range - bound consolidation; Arbitrage: wait and see; Options: wait and see [20] Pure Benzene and Styrene - **Market Review**: BZ2503 closed at 6204 (-0.70%) on Friday and 6213 (+0.15%) at night. EB2509 closed at 7235 (-0.84%) on Friday and 7230 (-0.07%) at night [19] - **Related News**: The operating rates of pure benzene, styrene and their downstream products changed [21] - **Logic Analysis**: Pure benzene's supply and demand are expected to be balanced, and styrene's supply is expected to increase [21] - **Trading Strategy**: Unilateral: wide - range oscillation; Arbitrage: wait and see; Options: wait and see [20][22] PVC and Caustic Soda - **Market Review**: PVC spot prices were weakly volatile, and caustic soda spot prices were stable [22][23] - **Related News**: The price of liquid chlorine in Shandong increased, and the price of caustic soda in Jinling changed [23][24] - **Logic Analysis**: PVC's supply and demand are expected to be weak, and caustic soda's price is expected to be volatile [25][26] - **Trading Strategy**: Unilateral: PVC hold short positions, caustic soda close short positions at low prices; Arbitrage: wait and see; Options: wait and see [27] Plastic and PP - **Market Review**: The prices of LLDPE and PP in different regions changed [27] - **Related News**: The inventory of major producers increased [28] - **Logic Analysis**: New capacity is being put into production, and demand is expected to be weak. The price is expected to be weakly volatile [28] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: wait and see; Options: wait and see [28][29] Methanol - **Market Review**: The futures closed at 2384 (-0.17%) at night [29] - **Related News**: International methanol production increased [29] - **Logic Analysis**: International supply is recovering, and domestic supply is abundant. The strategy is to short at high prices [30] - **Trading Strategy**: Unilateral: short at high prices; Arbitrage: wait and see; Options: sell call options [30][31] Urea - **Market Review**: The futures closed at 1728 (-0.52%) [31] - **Related News**: Northeast urea arrivals decreased [31] - **Logic Analysis**: Supply is abundant, demand is declining, and the strategy is to short at high prices [31] - **Trading Strategy**: Unilateral: short at high prices; Arbitrage: wait and see; Options: sell put options on dips [31][32] Soda Ash - **Market Review**: The futures closed at 1249 (-1.4%) on Friday and 1242 (-0.6%) at night [33] - **Related News**: Domestic soda ash inventory increased, and production increased [33][34] - **Logic Analysis**: Supply increases, demand is stable, and the price is expected to be weakly volatile [34][35] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: consider going long FG01 and short SA01; Options: wait and see [35] Glass - **Market Review**: The futures closed at 1063 (-1.21%) on Friday and 1064 (+0.09%) at night [35] - **Related News**: Glass inventory increased, and production was stable [35][36] - **Logic Analysis**: After the price increase, the inventory is sufficient, and the price is expected to be weakly volatile [36][37] - **Trading Strategy**: Unilateral: weakly volatile; Arbitrage: consider going long FG01 and short SA01; Options: wait and see [38] Log - **Market Review**: The 9 - contract price fell to 830.5 yuan per cubic meter [39] - **Related News**: Log prices were stable, and imports decreased [38] - **Logic Analysis**: Supply is in a pulsed fluctuation, and demand improvement is limited [39][40] - **Trading Strategy**: Unilateral: wait and see, aggressive investors can short near the previous high; Arbitrage: wait and see; Options: wait and see [40] Offset Printing Paper - **Market Review**: The double - offset paper market was generally stable [40] - **Related News**: Some production lines were shut down for maintenance, and Suzano cut production [40][42] - **Logic Analysis**: Supply is slightly reduced, and demand support is general [42] - **Trading Strategy**: Not provided Pulp - **Market Review**: The SP main 11 - contract rose 0.23% [42] - **Related News**: Jiulong Paper raised prices, and downstream packaging enterprises responded [43][44] - **Logic Analysis**: The inventory shows a marginal destocking trend [44] - **Trading Strategy**: Unilateral: hold short positions in the main 11 - contract; Arbitrage: wait and see [45] Butadiene Rubber - **Market Review**: The BR main 09 - contract rose 1.26% [45] - **Related News**: China's rubber imports increased [46][47] - **Logic Analysis**: Inventory changes vary [47] - **Trading Strategy**: Unilateral: try to go long in the main 09 - contract; Arbitrage: wait and see; Options: wait and see [47] Natural Rubber and No. 20 Rubber - **Market Review**: The RU main 01 - contract rose 0.77%, and the NR main 10 - contract rose 0.06% [47][48] - **Related News**: China's rubber imports increased [49] - **Logic Analysis**: Inventory changes vary [49] - **Trading Strategy**: Unilateral: RU main 01 - contract wait and see, NR main 10 - contract try to go long; Arbitrage: consider RU2511 - NR2511; Options: wait and see [49]

泽连斯基7日晚表示，乌克兰参与谈判才公平。他还呼吁让欧洲国家参与谈判。当谈及是否会举行俄乌 总统会晤时，普京说，他已多次表示总体上不反对，这一会晤是有可能的，"但为此需要创造一定的条 件。很遗憾，目前还差得远"。 （文章来源：华夏时报） 当地时间9日，俄方证实俄美首脑会晤将于15日在阿拉斯加举行。俄罗斯总统助理乌沙科夫表示，普京 和特朗普会谈的重点是实现乌克兰长期和平的方案。 此前报道： 当地时间8月7日，美国总统特朗普谈及俄乌停火时表示，这取决于俄罗斯总统普京。普京无需同意与乌 克兰总统泽连斯基会面，即可与他会晤。 据央视新闻报道，当地时间8月8日，美国总统特朗普在其社交平台"真实社交"上发文称，将与俄罗斯总 统普京于8月15日在阿拉斯加州举行会晤，更多细节将随后公布。当天稍早，特朗普表示，美俄在乌克 兰问题上已"非常接近"达成协议。 ...

德国总理默茨：为促使俄罗斯重返俄乌问题的谈判桌，还需施加额外压力。 ...

金十数据6月4日讯，知情人士表示，美国拒绝为英国和法国计划在战后乌克兰组建的部队提供防空支 持。英国首相斯塔默坚称，美国的保障对于阻止俄罗斯违反任何未来的停火协议至关重要。但知情人士 透露，欧洲盟友在与美国同行的讨论中得出结论，特朗普总统不会提供他们寻求的保证，突显出西方盟 国在如何应对俄乌问题上存在分歧。欧洲官员曾表示，为了威慑俄罗斯，需要美国的保证，以及一支由 盟军训练和部队支持的强大乌克兰军队。斯塔默在2月份表示"必须有美国提供的后盾。美国的安全保证 是有效阻止俄罗斯再次攻击乌克兰的唯一途径。"据此前报道，英国和法国一直试图说服特朗普提供空 中力量，以及边境监视和情报。 北约分歧凸显 特朗普拒为英法"乌克兰驻军计划"兜底 ...

俄罗斯总统助理梅津斯基：在其他问题上，球在乌克兰一方。 ...

美国总统特朗普：与卡塔尔讨论了伊朗问题。 讨论了俄乌问题。 ...