欧洲:欧盟面临乌克兰、防务及美国紧张局势 – 荷兰合作银行
荷兰合作银行(Rabobank)全球策略师迈克尔·埃弗里(Michael Every)强调了欧元(EUR)面临的复杂欧洲背景,包括乌克兰的战场进展、欧盟融资计划以及内部政治分裂。

荷兰合作银行全球策略师迈克尔·埃弗里(Michael Every)强调了欧元(EUR)面临的复杂欧洲背景,包括乌克兰的战场进展、欧盟融资计划以及内部政治分裂。他指出了对美国武器交付延迟的担忧、欧盟对基辅有限的入盟利益,以及德国国防工业活动的增加,这些都发生在美欧在安全和外交政策上的更广泛摩擦背景下。

乌克兰支持与内部分裂

“在欧洲,乌克兰可能正经历‘第二个奇迹年’,并且‘多年来首次,凭借其无人机打击,彻底胜利似乎成为可能’。”

“此外,欧盟正准备应对因伊朗战争导致的美国承诺武器交付延迟,《泰晤士报》称英国未在其水域扣押俄罗斯影子舰队油轮,因为停靠和维护费用可能过高(!)。与此同时,据称法国和德国正在考虑提议,在正常的欧盟入盟过程中仅给予乌克兰‘象征性’的利益,不授予基辅欧盟共同预算的使用权或投票权。”

“同样,如果美国无法加大支持,武器可能也仅是象征性的?正如《华尔街日报》所指出,‘在德国,现在人人都是国防制造商’,各公司‘争相转型为军事供应商,以利用该国加速的重新武装进程’。”

(本文借助人工智能工具撰写,并由编辑审核。)

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