1、巴菲特指数为230.42%，较前一交易日上升2.90个百分点，大周期看处于严重高估区间。 2、标普500指数股权风险溢价（ERP）为5.52%，较前一交易日下降0.04个百分点，股市性价比处于中性偏低水平。 综合两项指标来看，美股投资性价比相对美债较低。

As the US restarts talks between Russia and Ukraine, European leaders say Europe should have a seat at the table but cannot agree who should represent it. More than 50 leaders in Dublin for the European Political Community summit will meet Ukrainian president Zelenskiy; European representation is a central agenda item. Zelenskiy and US officials have urged Europe to name a representative to boost the new round’s credibility. The talks include US envoys Steve Witkoff and Jared Kushner meeting Russian president Vladimir Putin in Moscow on Thursday. European leaders reported no substantive progress: most avoided direct answers, with proposals ranging from EU foreign policy chief Kaja Kallas or European Council President António Costa by diplomatic precedence to a multi-representative approach.

美股三大股指期货跳水，纳斯达克100期货跌幅扩大至1.4%，标普500指数期货下跌0.7%，道指期货下跌0.2%。