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媒体:美俄联合声明将于北京时间16点公布

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2025-03-25 04:05:28

美俄黑海停火协议最新进展:联合声明即将发布,市场关注地缘风险缓解信号



3月25日讯——据美国哥伦比亚广播公司(CBS)独家报道,多位知情人士透露,在沙特阿拉伯斡旋的黑海停火协议秘密会谈取得突破性进展后,美国与俄罗斯已就关键条款达成共识,双方拟于华盛顿时间周二凌晨4点(莫斯科时间上午11点/北京时间16点)同步发布联合声明。



尽管目前声明具体内容尚未公开,但消息人士指出,参与谈判的美国技术团队已向白宫提交积极评估报告。值得注意的是,乌克兰政府高层也已获知谈判进展,这暗示基辅方面可能对协议持开放态度。



对投资者的潜在影响:

1. 能源市场波动性可能降低:若停火协议落实,黑海航运风险溢价将回落,或导致国际油价回调

2. 农产品板块或受益:乌克兰粮食出口通道安全保障将提振全球粮食供应链预期

3. 地缘政治敏感资产重估:东欧相关股票、债券及货币可能迎来价值修复行情

4. 军工类股票短期承压:地区冲突缓和可能削弱国防板块的市场热度

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