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Cato_KT
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根据媒体最新消息爆料,卡塔尔在上周日已经向伊朗提供了一份美国提出的“结束战争洗协议草案”,德黑兰正在审议,并且决定在本周末做出最终决定 那么现在回归本周的动态,一切就逐渐清晰: 1,周一卡塔尔、巴基斯坦、土耳其与沙特高级官员前往德黑兰为该协议做背书与担保 2,周二,伊朗总统前往俄罗斯与普京会晤,商讨美伊局势,几乎是同一天,伊朗总统在俄罗斯也会见了卡塔尔高官 3,昨日中国外交部宣布派遣特殊进行地区斡旋 4,以色列大选正在统计选票,内塔尼亚胡暂时领先 结合几个因素可以得出一个稍微乐观的结论,美伊停火协议伊朗已经在积极讨论,在多国斡旋的影响下,德黑兰高层已经在积极的沟通盟友、调停国,这算是对美伊局势较为乐观的转机 但是,本次关键点还是在周末,一方面是届时以色列大选基本上确定结果,另一方面临近美国中期大选结束,虽然还不能直接判断美伊可以和谈,但是局势正在往乐观方发展。接下里优先关注德黑兰动向与以色列大选结果 至于国际油价并未明显下跌,主要是近2个月多次事情翻转,市场乐观信心不足,目前局势虽然乐观,但是不确定性因素还是非常多,#美伊缓和与军事风险并存,油价持续回落
Cato_KT
Cato_KT
Netanyahu is temporarily leading in the election, but it is still difficult to reach the 61 seats needed to form a government. The Arab parties may become the most crucial group!
Netanyahu is temporarily leading in the election, but it is still difficult to reach the 61-seat threshold needed to form a government. The Arab parties may become the most crucial group! The Israeli election closed at 4 a.m., and exit polls showed Eskenazi with higher support than Netanyahu, but the actual vote count on the 28th tells a completely different story. So far, 89% of the votes have been counted, and according to the current results, Netanyahu's Likud party remains the largest party in the parliament. However, this does not mean Netanyahu can smoothly secure the prime minister position. In this election, Netanyahu's camp (Likud party) has about 54 seats, Eskenazi's camp about 48 seats, and the Arab parties 18 seats. This means that neither Netanyahu nor Eskenazi can reach the 61-seat majority needed to form a government based on their respective supporting parties, so the key lies in which side the Arab parties' 18 seats will support. #美伊缓和与军事风险并存,油价持续回落 According to the current seat distribution, forming a new government cannot bypass the Arab parties. However, Netanyahu has previously expressed a desire to establish a strong nationalist right-wing government, basically ruling out the possibility of forming a coalition with the Arab parties. Eskenazi, on the other hand, could form a coalition with the Arab parties, but this would come at a very high political cost. The Israeli prime minister election mechanism is not about who comes first, but about who can unite various parties to reach the 61-seat majority to form a government. Whoever has the best chance will be ordered by the president to form the government, and the successful candidate will be the next Israeli prime minister. Next, on one hand,

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