来源：喜娜AI 一、国际新闻 据韩国《东亚日报》报道，韩国企划财政部、韩国银行和国民年金公团最早将于今日召开会议，讨论汇 率措施[1]。 白宫发布关于乌克兰会谈的情况通报称，与乌克兰代表团举行了广泛且富有成效的会议，乌克兰代表表 示当前草案反映了其国家利益[2]。 美国国务卿鲁比奥此前指出，美乌日内瓦会谈是迄今为止最富有成效的会晤，取得良好进展但需总统最 终批准，其团队将在晚间提供更多消息[3]。 乌克兰代表团团长也表示已取得"非常良好的进展"，感谢特朗普的承诺[4]。 此外，据POLITICO消息，未来数日美俄将就乌克兰问题举行会谈[5]，而欧洲针对美国和平计划提出 的"反提案"显示，乌克兰将获得经济补偿（含俄罗斯冻结资产），并承诺不通过军事手段收复领土 [6]。 国际市场方面，纽约期金突破4110美元/盎司，日内跌0.14%[7]；WTI原油突破58美元/桶，日内跌0.16% [8]；布伦特原油突破62美元/桶，日内跌0.08%[9]。 加密货币市场中，比特币升破88000美元，日内涨3.85%[10]。 其他国际动态包括：印度政府已全面恢复向中国公民发放旅游签证，印媒称此举为双边关系缓和的重要 信号[1 ...

特朗普上台后，对中国的态度变化挺大的，到处放风要合作。2024年大选刚结束，他就透露出要访华的想法，2025年10月30日后，更是直接敲定降低关税的 事。 美国这几年折腾下来，发现硬扛不行，得调整策略。 特朗普第一任时候，从2017年就开始贸易战，2018年3月签了301调查备忘录，7月首批关税落地，覆盖340亿美金的中国货。 到拜登接手，2021年继续加码，2024年5月把电动车关税提到100%。结果呢，美国自己经济也受拖累，通胀上蹿下跳，制造业成本高企。 特朗普在2024年11月6日胜选演讲里，就没再狠批中国，转而说要通过谈判处理贸易问题。 选举后一周，11月12日，他的团队就跟中方接触，谈气候和贸易初步合作。12月，他在采访中说，如果中国在技术转让上让步，美国可以不加关税，还夸中 国基建快，美国得学学。 2025年1月20日就职那天，特朗普签行政令，评估盟友关税，但对中国没动。1月18日媒体爆出，他想上任100天内访华。 2月4日，他对加拿大和墨西哥加25%关税，说北美协定不公，但对中国维持10%到25%的税率。2月27日白宫简报，他确认不立即上调。 3月15日，签令放松对华非军用芯片出口管制，换取稀土 ...

les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 来源：央视新闻客户端 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 波兰副总理兼外长西科尔斯基19日宣布，撤销俄罗斯驻格但斯克领事馆的运营许可，作为对近期 发生的铁路破坏事件的回应。波方指责俄罗斯情报机构策划了此次行动。该领事馆是目前俄罗斯 在波兰的最后一处领事馆。 此外，佩斯科夫19日还表示，针对美俄正在共同制定乌克兰和平计划的报道，目前暂无可以通报 的新进展。佩斯科夫称，俄方代表暂无与美国陆军部长德里斯科尔接触的计划。 当地时间11月19日，俄罗斯总统新闻秘书佩斯科夫在例行简报中表示， 俄罗斯与波兰的关系已 彻底恶化 。 他称，波兰当局竭力将任何问题与俄罗斯挂钩，但所有指控 ...

Group 1 - Trump's meeting with Putin in Budapest has been postponed, causing confusion as he had previously announced the meeting with enthusiasm [1][3] - The reasons for the postponement include the inability to reach an agreement on the Russia-Ukraine ceasefire and internal disagreements within the Trump administration regarding the meeting [8][10] - On the same day as the meeting's postponement, the Trump administration announced sanctions against Russian oil companies, indicating a shift towards a more aggressive stance against Russia [12][14] Group 2 - The U.S. aims to pressure Russia economically through sanctions while aligning with European allies, as the EU also announced its 19th round of sanctions against Russia [14][16] - NATO conducted nuclear exercises, signaling heightened tensions between the U.S. and Russia, with the potential for increased friction in their interactions [14][16] - A retired U.S. Army colonel criticized the EU's sanctions as ineffective, suggesting that Russia has built resilience against sanctions and that the EU's reliance on U.S. policy is problematic [20][23][27] Group 3 - Trump's fluctuating stance on military support for Ukraine, particularly regarding the provision of Tomahawk missiles, raises concerns about the unpredictability of U.S. policy [29][30] - Putin responded to the situation by asserting that Western sanctions would not significantly impact the Russian economy and warned of severe retaliation if Ukraine uses U.S. missiles against Russian territory [30][32] - The ongoing NATO nuclear exercises and the U.S.'s inconsistent approach to military aid are contributing to a more dangerous geopolitical environment, with Ukraine caught in the middle of U.S.-Russia tensions [32]

Core Viewpoint - The article discusses the recent statements made by Russian President Putin regarding the new sanctions imposed by the United States, emphasizing that these sanctions will not significantly impact the Russian economy and advocating for continued dialogue between the two nations [1]. Group 1: Sanctions and Economic Impact - Putin asserts that the new U.S. sanctions are unfriendly actions that will not have a major effect on the Russian economy [1]. - He emphasizes the importance of dialogue over confrontation, suggesting that both countries have potential areas for cooperation if they engage in serious discussions about their long-term future [1]. Group 2: Dialogue and Meetings - Putin mentions that during a recent phone call with U.S. President Trump, it was Trump who proposed a meeting, with Budapest suggested as the location [1]. - He warns that rushing into the meeting without adequate preparation could lead to unsatisfactory outcomes, which he considers a mistake [1]. - The White House indicates that a meeting with Putin is not entirely off the table, but they want to ensure that it leads to tangible positive results [2].

Group 1 - The U.S. Treasury announced sanctions against Russia's largest oil companies, Rosneft and Lukoil, along with their subsidiaries [2] - President Trump confirmed the cancellation of the upcoming meeting with President Putin, stating that the meeting would not yield results [2] Group 2 - President Putin emphasized that the new U.S. sanctions are unfriendly actions that will not significantly impact the Russian economy [1] - Putin expressed the importance of dialogue over confrontation, reiterating Russia's stance on maintaining communication with the U.S. [1] - In response to Ukraine's potential acquisition of long-range weapons, Putin warned of severe consequences if such weapons are used against Russian territory [1]

Group 1 - The U.S. government, led by President Trump, expresses disappointment over Russia's lack of action towards peace and has canceled a planned meeting with President Putin, indicating that future discussions are still possible but must yield positive results [1][3] - President Putin responds to U.S. sanctions, stating they are unfriendly and will not significantly impact the Russian economy, emphasizing the importance of dialogue over confrontation [2] - Putin clarifies that the recent meeting was postponed rather than canceled, and he reiterates the necessity of thorough preparation for any future discussions to avoid unproductive outcomes [2] Group 2 - Ukrainian President Zelensky declares that any territorial exchange with Russia is unacceptable and insists that peace negotiations should start with a ceasefire [4] - Zelensky advocates for increased pressure on Russia before negotiations can commence and suggests that frozen Russian assets should be utilized for purchasing weapons from Europe and the U.S. [4] - He also confirms that Ukraine has not used U.S. long-range weapons to strike targets within Russia and reveals that Ukraine's own long-range strike capabilities have reached a range of 3000 kilometers [4]

Core Viewpoint - The article discusses President Trump's decision to cancel a meeting with President Putin, citing the inappropriateness of the meeting and the intention to impose sanctions on Russia, indicating a shift in U.S. foreign policy towards a more confrontational stance [1][2]. Group 1 - Trump believes it is time to impose sanctions on Russia and hopes they will not last long [2]. - He expressed that conversations with Putin have been pleasant but have not led to any progress [2]. - Despite the current impasse, Trump indicated that future meetings with Putin may still occur [2].

Group 1: US-China Trade Relations - The US and China are expected to hold a new round of trade negotiations, with discussions focusing on key issues such as agricultural exports and rare earth supplies[11] - The Nasdaq index rose by 2.1% as market concerns over trade tensions eased following the US's softened stance[12] - The upcoming negotiations may prioritize short-term outcomes and risk management, with a focus on tariffs and non-tariff barriers[12] Group 2: Geopolitical Developments - Trump and Putin discussed the potential for a meeting in Hungary, indicating a desire to stabilize US-Russia relations amid ongoing geopolitical tensions[14] - Brent crude oil prices fell by 1.2% due to concerns over supply surplus and geopolitical easing, while the Russian RTS index increased by 5.4% following the Trump-Putin conversation[14] - The US Supreme Court is set to review the legality of tariffs imposed by the Trump administration, which could impact future trade policies[17] Group 3: Domestic US Politics - The US government shutdown continues, with both parties showing little urgency to resolve the situation, reflecting a politically charged environment[18] - The upcoming Supreme Court ruling on tariffs may shift legislative power back to Congress, potentially leading to more stringent trade measures[17]

Core Points - The proposal for a "Putin-Trump Tunnel" to connect Russia and the U.S. via the Bering Strait was made by Kirill Dmitriev, a special representative for foreign investment and economic cooperation in Russia [1] - The tunnel construction is suggested to be undertaken by Elon Musk's Boring Company, with an estimated cost reduction from over $65 billion to around $8 billion using their technology [1] - The idea of a cross-border tunnel has historical roots dating back to the Cold War, with the narrowest point of the Bering Strait being approximately 82 kilometers [1] Group 1 - Dmitriev's proposal aims to create a "peace bridge" between Russia and Alaska, potentially reviving U.S.-Russia relations [1] - Trump found the tunnel idea "interesting" during a meeting with Ukrainian President Zelensky, who expressed dissatisfaction with the proposal [2] - The recent phone call between Trump and Putin preceded the tunnel proposal, indicating a strategic move to improve bilateral relations [1] Group 2 - The U.S. government's stance on the Russia-Ukraine negotiations has fluctuated since Trump's inauguration, with various positions taken on the conflict [2] - Trump has previously pressured Ukraine to make territorial concessions to end the conflict, while also expressing uncertainty about the need for such concessions [2] - The possibility of a trilateral meeting involving U.S., Russia, and Ukraine leaders has been ruled out by Trump [2]