当地时间8日，伊朗外交部发言人巴加埃否认美国总统特朗普的说法，表示伊朗没有向美方提出谈判请 求。美总统特朗普称已安排与伊朗相关的会谈当地时间7月7日，美国总统特朗普在接待以色列总理内塔 尼亚胡来访的白宫晚宴上表示，美国已经安排了与伊朗相关的会谈，具体会谈日期和时间将于8日公 布。特朗普还表示，他希望在适当的时候取消对伊朗的制裁，希望伊朗和以色列之间的冲突当前已经结 束。美国中东问题特使威特科夫表示，伊朗问题会议将于下周左右举行。(央视新闻) ...

无法想象再次对伊朗发动袭击。 特朗普：我们已经安排了伊朗会谈。 ...

Report Summary 1. Report Industry Investment Rating No information provided regarding the report industry investment rating. 2. Core View of the Report The report aims to objectively reflect the research views of futures companies and securities companies on various commodity varieties, track hot - spot varieties, analyze market investment sentiment, and summarize investment driving logics. It is based on the publicly - released research reports of institutions in the current week, and the closing price data is from last Friday, with the weekly change calculated as the change in the closing price from the previous Friday [2]. 3. Summary by Relevant Catalogs 3.1行情数据 - **Commodities**: From June 23 to June 27, 2025, commodities such as coke, copper, and iron ore had price increases, with coke rising 2.67%, copper rising 2.47%, and iron ore rising 1.92%. Commodities like corn, gold, and palm oil had price decreases, with corn falling 1.04%, gold falling 1.56%, and palm oil falling 1.87%. Crude oil had a significant drop of 12.02% [3]. - **A - shares**: During the same period, the CSI 500 rose 3.98%, the SSE 50 rose 1.27%, and the CSI 300 rose 1.95% [3]. - **Overseas Stocks**: The Nikkei 225 rose 4.55%, the Nasdaq Index rose 4.25%, and the S&P 500 rose 3.44% [3]. - **Bonds**: The 5 - year Chinese Treasury bond rose 0.64%, the 10 - year Chinese Treasury bond rose 0.30%, and the 2 - year Chinese Treasury bond rose 0.19% [3]. - **Foreign Exchange**: The euro - US dollar exchange rate rose 1.69%, the US dollar index fell 1.52%, and the US dollar central parity rate fell 0.09% [3]. 3.2大宗商品观点汇总 3.2.1宏观金融板块 - **Stock Index Futures**: Among 8 institutions' views, 2 were bullish, 1 was bearish, and 5 were for a sideways market. Bullish factors included rising Fed rate - cut expectations, a low risk - premium rate of the CSI 300, increased issuance of equity - oriented public funds, and sufficient bottom - supporting funds. Bearish factors included short - term difficulty in improving corporate fundamentals, the central bank's change in monetary policy stance, and over - heated market sentiment [4]. - **Treasury Bond Futures**: Among 7 institutions' views, 3 were bullish, 1 was bearish, and 3 were for a sideways market. Bullish factors included net liquidity injection by the central bank, weak credit and inflation data, and strong demand for bond allocation. Bearish factors included the central bank's change in monetary policy stance, the stock - bond seesaw effect, and rising long - term interest rates [4]. 3.2.2能源板块 - **Crude Oil**: Among 9 institutions' views, 3 were bullish, 2 were bearish, and 4 were for a sideways market. Bullish factors included falling US and Cushing crude oil inventories, reduced Russian exports, and geopolitical tensions. Bearish factors included the decline in geopolitical premiums, expected OPEC production increases, and weak terminal demand [5]. - **Eggs**: Among 8 institutions' views, 2 were bullish, 2 were bearish, and 4 were for a sideways market. Bullish factors included postponed peak - season stocking, approaching stocking season, potential egg - price increases, and reduced supply due to heat. Bearish factors included limited decline in laying - hen inventory, high chick - replenishment volume, high new - production capacity, and postponed downstream stocking [5]. 3.2.3有色板块 - **Copper**: Among 7 institutions' views, 5 were bullish, 0 were bearish, and 2 were for a sideways market. Bullish factors included rising Fed rate - cut expectations, improved risk appetite, and falling global visible inventories. Bearish factors included the substitution effect of recycled copper, weakening downstream procurement, and weakening terminal demand [6]. - **Methanol**: Among 7 institutions' views, 0 were bullish, 1 was bearish, and 6 were for a sideways market. Bullish factors included limited port - available goods, expected low port inventories, and increased downstream demand. Bearish factors included expected increases in Iranian imports, port inventory accumulation, potential MTO device maintenance, and a loosening supply - demand pattern [6]. 3.2.4贵金属 - **Gold**: Among 7 institutions' views, 4 were bullish, 1 was bearish, and 2 were for a sideways market. Bullish factors included rising Fed rate - cut expectations, a downward trend in real interest rates, and the strengthening of gold's safe - haven property. Bearish factors included reduced safe - haven demand, capital flowing to risky assets, and technical - level sell - offs [7]. 3.2.5黑色板块 - **Iron Ore**: Among 8 institutions' views, 2 were bullish, 2 were bearish, and 4 were for a sideways market. Bullish factors included increased molten - iron production, expected decline in overseas shipments, and improved macro sentiment. Bearish factors included rising port inventories, increased global shipments, weakening demand for five major steel products, and narrowing basis [7].

美国总统特朗普：我并未向伊朗提供任何东西。未与伊朗进行会谈。 ...

Group 1 - The article highlights the escalating tensions between the US and Iran, with President Trump warning of potential military action if Iran enriches uranium to weapon-grade levels [1][2][5] - Iranian officials, including Foreign Minister Zarif, criticize Trump's remarks as disrespectful, yet indicate a possible openness to negotiations if the US changes its tone [4][5] - The situation is characterized as a dangerous standoff, with both sides showing reluctance to engage in dialogue, leading to a diminished space for negotiations [5][8] Group 2 - The article discusses the impact of recent military actions on the Middle East landscape, noting a shift in perceptions among Arab nations regarding regional threats [8][9] - It mentions that despite the military actions, Iran retains the capability to restart uranium enrichment activities within months, contradicting claims of its nuclear facilities being destroyed [7] - The article also points out that the dynamics of US-Iran relations have changed, with Gulf states now expressing concerns over Israel's actions and the potential for a new regional order [9]

美国与伊朗紧张关系再度升级。 据最新消息，美国虚拟驻伊朗大使馆发布公告，坚持敦促在伊美国公民立即撤离。公告建议美国公民在安全条 件下，可通过陆路前往阿塞拜疆、亚美尼亚、土耳其或土库曼斯坦。 针对伊朗最高领袖哈梅内伊26日发布的关于"赢得战争"的声明，美国总统特朗普27日回应称，因哈梅内伊的言 论现已不再考虑解除对伊制裁。特朗普还威胁称，不排除再次攻击伊朗核设施。 与此同时，以色列方面也有大动作。当地时间6月27日，以色列防长卡茨表示，他已下令以色列国防军制定针 对伊朗的行动计划。以色列将定期采取行动，挫败相关威胁。 "美国公民立即撤离" 6月28日，环球网援引福克斯新闻网28日报道，伊朗重新开放部分领空之际，美国虚拟驻伊朗大使馆发布公 告，坚持敦促在伊美国公民立即撤离。尽管以色列和伊朗已于6月24日达成停火，美国虚拟驻伊朗大使馆认 为，当前该地区局势仍具重大风险。 使馆在公告中称："自2025年6月26日起，伊朗已开放部分领空，但德黑兰等主要枢纽的商务航班仍可能中断。 在伊美国公民应关注当地媒体，并向商业航空公司咨询离境航班动态。"公告还建议美国公民在安全条件下， 可通过陆路前往阿塞拜疆、亚美尼亚、土耳其或土 ...

Group 1 - The U.S. virtual embassy in Iran urges American citizens to evacuate immediately as the region remains high-risk despite Iran reopening some airspace [1][3] - As of June 26, 2025, Iran has reopened parts of its airspace, but major commercial flights to cities like Tehran may still be disrupted [3] - The U.S. government acknowledges limited consular assistance capabilities in Iran, advising citizens to create independent emergency evacuation plans and maintain communication [3] Group 2 - Following a ceasefire agreement between Israel and Iran on June 24, tensions remain high with both sides making strong statements [3] - Iranian Supreme Leader Khamenei stated that attacks on U.S. military bases are a response to American actions, while former President Trump threatened potential military action against Iran [3] - The U.S. virtual embassy was established in December 2011 to enhance communication with the Iranian public, as there are no formal diplomatic relations between the two countries [3]

特朗普表示，在过去的几天里，他一直在努力争取解除制裁以及其他一些措施，为伊朗提供更好的机 会，使其能够全面、快速、彻底地恢复元气，然而却遭到了反击。特朗普称其立即放弃了所有解除制裁 的工作。 当天稍早时，特朗普曾表示，将回应哈梅内伊关于赢得战争的声明。 据央视新闻报道，当地时间6月27日，美国总统特朗普在其社交媒体平台"真实社交"上发文表示，伊朗 最高领袖哈梅内伊明知自己的声明是谎言，却宣称伊朗赢得了对以战争，而事实并非如此。 特朗普称，伊朗的三个核设施被摧毁，而他确切地知道哈梅内伊藏身何处，他不会让以色列或者美国武 装部队终结哈梅内伊的生命。特朗普表示，在战争的最后关头，他还要求以色列调回一支规模庞大的空 军部队，这些空军部队直飞德黑兰，意图制造一场大战。这将是迄今为止最大规模的袭击，且将会造成 巨大的破坏，许多伊朗人将丧生。 ...

美国总统特朗普：若伊朗继续进行浓缩活动，可能再次考虑对伊朗进行空袭。 订阅美国VS伊朗动态 +订阅 跟踪中东局势动态 +订阅 ...

美国和伊朗26日分别否认美国总统唐纳德·特朗普一天前有关双方即将会谈的说法。美方称未安排与伊 朗会谈，伊方也称当前并无计划与美国会谈。 ...