Macro News - The Russian Ministry of Defense reported on July 9 that the Russian military conducted a cluster strike on Ukrainian military airport infrastructure, achieving all designated targets [1] - Ukraine's President Zelensky stated that Russia launched a new round of large-scale attacks on multiple Ukrainian cities, with a total of 741 aerial targets identified, most of which were intercepted [1] - The Ukrainian Armed Forces reported 112 battles on the front lines on the same day, successfully repelling Russian advances in multiple directions [1] Defense and Trade - The Trump administration has resumed the shipment of certain weapons to Ukraine, including 155mm artillery ammunition and precision-guided rockets, following a one-week pause [2] - President Trump announced a 50% tariff on all Brazilian products starting August 1, 2025, which Brazilian officials deemed unfair, emphasizing that Brazil is not a problem for the U.S. [2] - The precious metals market is experiencing price consolidation, with ongoing trade negotiations between the EU and the U.S. and new tariff threats from the Trump administration affecting market sentiment [2] - Recent U.S. economic data showed a non-farm payroll increase of 147,000 in June, surpassing market expectations, while the unemployment rate fell to 4.1%, impacting interest rate expectations [2] - The market anticipates potential interest rate cuts starting in September, influenced by trade policy clarity and economic data trends [2]

美国政府已恢复向乌克兰运送部分武器 金十数据7月10日讯，当地时间7月9日，在美国国防部下令暂停向乌克兰运送部分物资一周后，特朗普 政府已恢复向乌克兰运送部分武器。据两名匿名的美国官员的消息，目前运送至乌克兰的武器包括155 毫米口径火炮弹药和精确制导火箭弹，目前尚不清楚这些武器的具体开始运输时间。 ...

外媒称，由于无人机的威胁大增，俄军放弃了传统的步坦协同战术，而将部队化整为零，组成一支支十 几人的小分队，在己方无人机掩护下，徒步或骑摩托车对乌军阵地实施穿插攻击。 据英国广播公司7月3日报道，美国暂停向乌克兰运送部分武器，白宫称这样做"符合美国自身利益"。俄 方对此表示欢迎，称有助于更快地结束冲突，乌方则认为该决定"令人痛苦"。 外媒称，特朗普政府以"美军武器库存或降至危险水平"为由，下令将原定交付乌方的数百枚PAC-3防空 拦截弹、"毒刺"便携式防空导弹、"麻雀"空对空导弹、"地狱火"反坦克导弹、精确制导火箭弹和数千发 155毫米炮弹全部扣押。 有分析指出，随着上述弹药停供，从"爱国者"防空系统到F-16战斗机，从"海马斯"火箭炮到155毫米榴 弹炮，乌军装备的大量美制武器可能会变成一堆废铁。 美国有线电视新闻网称，说到底，俄乌较量拼的是后勤保障，尤其看谁的武器装备能及时、足量供应前 线。 外媒称，2021年以来，俄国防工业产能增长10倍，可在一定时间内支撑50万大军的战场消耗。 而同时期，据美国"战区"网站报道，美方一边为乌克兰、以色列提供军援，一边出兵打击胡塞武装、空 袭伊朗核设施，还抽调军力"重返亚 ...