中信证券研报表示美俄元首或将于8月15日举行会谈俄乌冲突可能出现关键变局。俄乌和谈或需要分步推进围绕是否停火、领土控制权

智通财经2025-08-10

中信证券研报表示美俄元首或将于8月15日举行会谈俄乌冲突可能出现关键变局。俄乌和谈或需要分步推进围绕是否停火、领土控制权、是否解除对俄制裁、乌克兰战后安全安排、美国对欧战略等问题依次展开。此轮美俄元首会晤可能优先聚焦停火等短期目标其他目标有待后续观察。对大类资产而言若此次美俄会谈仅就短期停火达成共识则对大类资产的影响更可能表现为短期上的情绪反应如黄金、原油和美元的地缘风险溢价或阶段性回落欧股和美股...

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