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两大风险事件尘埃落定，节后市场怎么走？_我的网站
一 | "I’m not going to go into specific forms of support... I think we’ve — Israel has done quite a bit. And I think they just announced yesterday — Minister of Defense Gantz — about protective gear, other forms of humanitarian aid. And, of course, we welcome that. And I think there are some specific needs we might discuss with the Israelis," the official said on Wednesday during a press call ahead of Biden's visit to the Middle East.,Israel has been reluctant to supply Ukraine with weapons, balancing its position with relations with Russia. However, Israel joined in the UN General Assembly with a condemnation of Russia's actions in Ukraine.,The senior US official did not go into details on what specific assistance will be discussed between the leaders of the two countries during the meeting.,In May, the Israeli defense minister noted that the country sent humanitarian aid and non-offensive equipment to Ukraine. According to media reports, Israel rejected a US request to allow the transfer of its technology and weapons to Ukraine, arguing that the country would only supply nonlethal equipment.,Biden is traveling to the Middle East for the first time during his tenure as the US president, with visits to Israel, the West Bank and Saudi Arabia scheduled from July 13-16. Besides Lapid, Biden will meet with United Arab Emirates President Mohammed bin Zayed and Palestinian leader Mahmoud Abbas.。 本篇评级为★★★，主要围绕以下内容展开： 1、两大风险事件尘埃落定，市场情绪或继续向上； 2、涨价和国产替代，AI上游设备、原材料继续发酵； 3、两大明星公司入局医疗设备，怎么看机会？ 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、两大风险事件尘埃落定，市场情绪或继续向上 在刚刚过去的端午假期，全球和国内市场发生了几起大事件，让部分朋友心理压力陡增，担忧下周开盘后反弹行情是否会被终结。我们一起来梳理一下重要消息。 首先是美联储议息会，上周四结束后，美国金融市场第一反应是负面压力，颇有山雨欲来风满楼之势。美联储主席沃什字里行间流露出对2%通胀率的执着，当天美股应声下跌，标普500指数跌1.2%，纳斯达克指数跌1%。雪上加霜的是，美伊谈判出现波折。
二 | 双方原定于6月19日签署谅解备忘录，但临近节点，伊朗并未派代表团前往瑞士碰头。背后的“捣乱者”依然是以色列，其持续轰炸黎巴嫩，直接炸毁了美伊谈判桌。
三 | 伊朗问题与美联储问题同时爆发，令金融市场倍感压力、阴云密布。这是否会终结过去两周市场的快速反弹？此时，美国总统特朗普作为应对者迅速宣布利好，政策出现反转。
四 | 针对伊朗问题，他直接开出药方：严格约束以色列，禁止其继续搅局。在美国高压之下，以色列很快命令在黎巴嫩停火。消息传出后，伊朗谈判代表几乎毫无时差地启程前往瑞士。今天（21日），双方开始沟通谅解备忘录的技术层面问题。
五 | 谈及技术，即指细节，说明大方向已获认可，目前仅在语句措辞、安排节奏等方面进一步敲定。在特朗普“油门踩到底”的政策保驾护航下，美伊已非常接近达成谅解备忘录。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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