策略 FICC日报 | 2025-10-10 有色板块爆发，沪指站上3900点 市场分析 对稀土等出口管制。国内方面，我国域外管辖迈出坚实一步。商务部发布公告，宣布对境外相关稀土物项和稀土 相关技术实施出口管制，并将反无人机技术公司等14家外国实体列入不可靠实体清单。商务部还会同海关总署连 发4则公告，宣布对超硬材料、部分稀土设备和原辅料、部分中重稀土、锂电池和人造石墨负极材料等相关物项实 施出口管制。海外方面，哈马斯高级官员、首席谈判代表哈利勒·哈亚发表声明宣布达成停火协议，哈利勒·哈亚表 示，哈马斯已从包括美国在内的调解方那里获得了保证，"加沙战争已经结束"。美国方面，美国共和党提出的结 束美国政府停摆的法案未能在参议院获得足够票数，法案未获通过。 指数走强。现货市场，A股三大指数走强，沪指涨1.32%收于3933.97点，刷新十年高点创业板指涨0.73%。行业方 面，板块指数涨多跌少，有色金属板块爆发，钢铁、煤炭、公用事业行业领涨，传媒、房地产、社会服务、行业 跌幅居前。当日沪深两市成交金额约为2.6万亿元。海外方面，美国三大股指小幅收跌，道指跌0.52%报46358.42点。 期指增仓。期货市场，基差 ...

9日晚，哈马斯高级官员、首席谈判代表哈亚自停火协议达成后首次公开发声，表示已从包括美国在内 的调解方那里获得了保证，加沙战争已经结束。 10月10日，以色列政府批准了加沙停火协议。根据谈判斡旋方宣布的相关内容，以色列被扣押人员与巴 勒斯坦囚犯获释，以军将撤至加沙地带内的新防线，此后哈马斯将有72小时释放所有被扣押人员。一名 美国官员称，美国将派遣约200名士兵前往以色列监督停火协议的执行情况。 ...

格隆汇10月10日｜国际要闻： 17、今日港股挚达科技、金叶国际集团及A股奥美森上市； 18、南下资金大幅加仓快手，减仓中芯国际和华虹半导体； 19、公告精选︱广东明珠：前三季度净利同比预增858.45%到1071.44%；利民股份：预计前三季度净利 润同比增长649.71%-669.25%； 20、A股投资避雷针︱ST长园：股东格力金投拟减持不超3%股份；华旺科技：股东钭正贤拟减持不超 1.10%股份。 1、美股三大指数集体收跌，甲骨文涨超3%，中概指数跌2.03%； 2、纽约期金跌超1.9%，WTI 11月原油期货收跌1.66%； 3、白银价格一路高涨 黄金牛市已逐步蔓延至其他贵金属； 4、现货白银涨超3%续创历史新高 年内累涨75%； 5、美媒：美国劳工统计局有望在停摆期间发布CPI报告； 6、美媒：美国与沙特推进芯片协议，可能很快敲定协议； 7、英特尔公布首款18A制程PC芯片关键细节 明年1月将上市； 8、日股收盘再创历史新高，年内累涨21.77%； 9、菲律宾央行意外降息25个基点 以刺激经济增长； 10、哈马斯宣布启动永久停火，战争已彻底结束； 11、以色列政府批准加沙停火协议； 12、2025 ...

此前，加沙地带民防门报告称，空袭导致一栋建筑物倒塌，超40人被困在废墟下。该机构表示，现已找 到4具尸体。 哈马斯运动当晚发表声明，谴责以军对该建筑的袭击，称其造成"70多名无辜、手无寸铁的平民伤亡"， 其中大多数人至今仍埋在废墟之下。哈马斯认为，以军的行动扰乱了调解努力，并阻碍了停火协议的执 行，呼吁调解员和美方对这些残暴罪行予以谴责并立即介入，迫使以军停止针对平民发动袭击。（总台 记者 李享） 以色列国防军9日晚间发布消息，确认当晚在加沙城萨布拉街区发动空袭，并称其目标是哈马斯武装的 一个小组，该小组成员"在部队附近活动，对在该地区行动的以色列国防军部队构成直接威胁"。以色列 陆军电台称其为"在停火前的袭击"。 ...

当被问及以色列是否会在被扣押人员释放后全面撤出加沙时，萨尔重申，以色列致力于首先完成被扣押人员释放阶段，为了确保第一阶段 的顺利完成，以色列将立即进行第一次重新部署，而该计划的其他部分，包括全面撤军，"是有条件的，以色列必须采取行动，但哈马斯也 必须解除武装。" 当被问到以色列是否会接受巴勒斯坦建国，以及特朗普的计划是否是"迈向建国的一步"时，萨尔回答称"不会"，并称"巴勒斯坦权力机构只 有通过计划中提到的改革，才有可能发挥作用。"（总台记者 李享） 以色列外交部长萨尔9日表示，以色列致力于结束加沙战争的计划，无意"重启战争"。 萨尔表示，以色列将首先在政府批准该决定后立即停火，然后哈马斯承诺在72小时内释放被扣押人员。 ...

| | | COMEX黄金[GCOOY] 2025-10-09 07:42 | | 价格 = 均线 | | | | --- | --- | --- | --- | --- | --- | --- | | 4111.7 | | | | | | 1.01 % | | 4101.4 | | | | | | 0.76% | | 4091.1 | | | | | | 0.51 % | | 4080.8 | | | | | | 0.25 % | | 4070.5 | | | | | | 0.00 % | | 4060.2 | | | | | | 0.25 % | | 4049.9 | | | | | | 0.51 % | | 4039.6 | | | | | | 0.76% | | 4029.3 | | | | | | 1.01 % | | 06:00 | | 12:00 | 17:30 | 23:30 | 05:00 | | | 1797 | | | | | | | | 1348 | | | | | | | | 899 | | | | | | | | 449 | | | | | | | | 0 | 1801 | | | ...

据央视新闻，当地时间10月5日，美国时政新闻网站阿克西奥斯报道称，在巴勒斯坦伊斯兰抵抗运动（哈马斯）就美方提出的"20点计划"提交正式回应 后，美国总统特朗普同以色列总理内塔尼亚胡进行了通话。美国官员表示，内塔尼亚胡告诉特朗普，哈马斯的回应不值得庆祝且没有任何意义。特朗普表 示，不明白内塔尼亚胡为何总是那么消极。 鲁比奥表示，现在正处于长久以来最接近解救所有被扣押人员的时刻。以色列与哈马斯的协议不能拖上几天甚至几周的时间，目前90%的工作已经完成， 他们正在敲定有关后勤的细节。鲁比奥称，希望能够在本周初尽快达成。 鲁比奥还表示，哈马斯原则上同意战后安排，但所谓解除武装的第二阶段，也就是以色列可能用军事手段解除哈马斯武装，会很艰难。 以色列被扣押人员家属集会 以色列消息人士告诉《以色列时报》，特朗普与内塔尼亚胡的通话虽然存在分歧，但不激烈，内塔尼亚胡只是不满意哈马斯的回应。 巴以冲突双方新一轮谈判在即 据央视新闻，埃及外交部发表声明，以色列和哈马斯代表的谈判将于6日在埃及举行，双方代表将围绕加沙地带停火"20点计划"进行更为细节的谈判。 哈马斯称巴勒斯坦人民将继续抵抗，以色列则要求其解除武装，冲突双方核心诉求对 ...

Core Viewpoint - The article discusses the urgent meeting of the UN Security Council regarding Israel's airstrike on Qatar's capital, Doha, emphasizing China's strong opposition and condemnation of Israel's actions as violations of international law and sovereignty [1]. Group 1 - The Chinese representative at the UN, Ambassador Fu Cong, stated that Israel's actions are a blatant infringement on Qatar's territorial sovereignty and national security [1]. - The article highlights the inconsistency of Israel's actions, noting that just two days after the U.S. proposed a new ceasefire agreement, an attack was launched on the Hamas delegation discussing the ceasefire [1]. - China expresses deep concern over the potential escalation of regional tensions due to this incident, linking it to the long-standing imbalanced stance of certain external powers on Middle Eastern issues [1]. Group 2 - China calls for an immediate ceasefire as the correct approach to save lives and facilitate the return of hostages, urging Israel to halt all military actions in Gaza and fulfill its humanitarian obligations as an occupying power [1]. - The article emphasizes the need for constructive efforts from all parties, especially Israel, to de-escalate the conflict and resume negotiations rather than exacerbating the situation [1].

Core Viewpoint - China strongly condemns Israel's attack on Qatar, emphasizing the violation of international law and the need for immediate ceasefire to restore peace in the region [1][2] Group 1: Condemnation of Israel's Actions - China's permanent representative to the UN, Fu Cong, criticized Israel's attack on Doha, Qatar, on September 9, which infringed upon Qatar's sovereignty and national security [1] - The attack is seen as a blatant disregard for international law and efforts to achieve peace, with China expressing firm opposition [1] Group 2: Call for Ceasefire and Humanitarian Action - Fu Cong reiterated that military force is not a solution, urging all parties, especially Israel, to make positive efforts to cease hostilities and resume negotiations [2] - He highlighted the humanitarian disaster resulting from the prolonged conflict in Gaza, calling for immediate action to restore humanitarian aid access and support UN efforts [2] Group 3: International Responsibility - The statement pointed out that the escalation of tensions is linked to the long-standing imbalance of certain external countries in Middle Eastern issues [1] - The UN Security Council is urged to take immediate action to address the humanitarian crisis in Gaza and uphold international order and law [2]

Core Viewpoint - The article discusses President Trump's recent warnings regarding sanctions against Russia and his ultimatum to Hamas, highlighting the geopolitical tensions and humanitarian crises involved in these situations [2][3][4][7]. Group 1: Sanctions on Russia - On September 7, President Trump confirmed readiness to implement a second phase of sanctions against Russia, although he did not specify the details of these sanctions [5]. - Trump had previously indicated that if Russia and Ukraine leaders failed to meet, the U.S. would impose severe economic sanctions on Russia [5]. - On September 3, Trump stated that the U.S. had not yet initiated the second or third phase of sanctions against Russia [6]. Group 2: Ultimatum to Hamas - On September 7, Trump issued a "final warning" to Hamas via his social media platform, urging them to accept ceasefire conditions proposed by Israel [8]. - Trump emphasized the consequences for Hamas if they did not accept the agreement, stating that this was the last warning and there would be no further chances [9]. - Israeli Prime Minister Netanyahu reported that approximately 100,000 Palestinian civilians had evacuated Gaza City amid ongoing military operations [9]. Group 3: Humanitarian Crisis in Gaza - The health department in Gaza reported 87 bodies and 409 injured individuals received in hospitals over the past 24 hours, with additional deaths due to famine and malnutrition [9]. - Since the outbreak of the new round of conflict on October 7, 2023, Gaza has seen a total of 64,455 deaths and 162,776 injuries [10].