沈逸老师谈 0:00 Facebook和谷歌当初退出中国的原因！#热点 #国际局势 #全球性问题 #看国际形势知天下大事 ...

Core Viewpoint - The external environment is improving, leading to a gradual rise in the A-share market, with recent international situations showing signs of stabilization [1] Market Performance - The A-share market has seen a slow upward trend, with the Shanghai Composite Index reaching new highs in recent weeks, while the Shenzhen Component Index also rebounded [1] - Last week, the average daily trading volume in both markets exceeded 1.4 trillion, showing a slight decline compared to the previous week [1] - The market's focus has shifted towards traditional industries such as steel and building materials, with banks also performing relatively strongly [1] Technical Analysis - The Shanghai Composite Index has broken through the consolidation range observed in May and June, indicating a shift in trading focus [1] - On Friday, the index challenged significant technical resistance from the fourth quarter of the previous year but faced a pullback after encountering resistance [1] - Without substantial positive news, it is expected that a significant upward breakthrough may be challenging [1]

Core Viewpoint - Trump's actions within 48 hours have caused significant market volatility, including military actions against Iran, comments on regime change, expressions of gratitude towards Iran, and a declaration of ceasefire with Israel [1] Group 1: Market Impact - International crude oil prices dropped by 9% overnight and continued to decline by over 2% the following day due to the geopolitical tensions and Trump's statements [1] Group 2: Political Commentary - Analysts have humorously suggested that Trump's recent diplomatic maneuvers warrant an Oscar rather than a Nobel Prize, indicating skepticism about the sincerity or effectiveness of his peace efforts [1]

Group 1 - Qatar's Ministry of Foreign Affairs expressed regret over the deterioration of the situation following the U.S. attack on Iran [1]

Group 1 - Discussion on potential clues regarding interest rate cuts within the year [1] - Examination of the impact of Trump's tariffs on U.S. inflation, employment, and supply chains [2] - Insights on the international situation, particularly the tensions between Israel and Iran [3] Group 2 - Analysis of discussions surrounding U.S. fiscal policies [4] - Evaluation of Trump's actions against "illegal" immigration and its effects on the job market [5] - Consideration of Trump's deregulatory agenda, stablecoin legislation, and volatility in financial markets [6]

英国央行委员泰勒：国际局势"相当危险"。 ...