微信编辑 | 夏木 俄总统普京曾表示，对于返回俄罗斯的西方公司不会给予特权和优惠，一切都应在公平竞争的基础上 进行。 据央视新闻，当地时间4月14日，驻俄罗斯美国商会负责人罗伯特·埃吉表示，三分之一的美国公司已 丧失了回购其自2022年退出俄罗斯市场时所出售资产的权利。他说，这些公司与新的所有者签订了 一定期限的认购期权合约，其中一些期权合约已经失效。 罗伯特·埃吉称，在制裁的第一年，期权的最长期限为5年，2023年这一期限缩短至3年，而现在已经 无法再获得此类许可。 ...

美国能源部长：若没有达成协议 对伊朗实施更严厉的制裁 金十数据4月8日讯，美国能源部长赖特周二表示，如果伊朗不能与特朗普就其核项目达成协议，伊朗将 面临更严厉的制裁。赖特在接受采访时说："因此，我绝对预计会对伊朗实施非常严厉的制裁，希望能 迫使他们放弃核项目。" （CNBC） ...

Group 1 - Ukraine's President Zelensky is set to visit Saudi Arabia for bilateral talks with Crown Prince Mohammed bin Salman, emphasizing Ukraine's commitment to constructive dialogue and seeking peace since the onset of the war [2] - A Ukrainian delegation, including high-ranking officials, will engage in discussions with a U.S. delegation in Saudi Arabia, aiming to reach consensus on necessary decisions and actions [2] Group 2 - The Russian Defense Ministry reported strikes on energy facilities supporting Ukrainian military operations, marking the second consecutive day of such actions [3] - Ukrainian forces conducted a drone attack on a major oil refinery in Russia's Leningrad region, resulting in explosions and damage to at least one oil storage tank [3] Group 3 - The U.S. has temporarily suspended commercial satellite imagery services to Ukraine, significantly impacting Ukrainian military operations that rely on this intelligence for planning attacks and assessing artillery effectiveness [4][5] - Ukrainian soldiers have reported an immediate negative impact on their operations due to the loss of satellite services, particularly in the Donetsk region [5] Group 4 - Approximately 10,000 Ukrainian soldiers are at risk of encirclement as Russian forces advance from two directions towards a critical supply line [6] - Reports indicate that a significant portion of Ukrainian troops in Russia is completely surrounded, complicating their ability to maintain control and retreat if necessary [8] Group 5 - Following the U.S. cessation of intelligence sharing, Russian forces have made progress on a key highway, raising concerns about the implications for Ukrainian military strategy [9] - Former U.S. President Trump suggested considering large-scale sanctions against Russia in response to its aggressive actions in Ukraine, advocating for negotiations between Russia and Ukraine [9]

Group 1: U.S. Sanctions on Russia - The U.S. President Trump is considering large-scale sanctions against Russia, including in the banking sector, due to Russia's aggressive actions against Ukraine [1] - U.S. Treasury Secretary stated that previous sanctions under Biden were weak and allowed the conflict to continue, emphasizing that the Trump administration was more aggressive in imposing sanctions [2] - Russian Foreign Ministry spokesperson stated that Russia has not discussed lifting sanctions with the U.S. and considers them illegal without UN Security Council approval [3] Group 2: U.S. Tariffs on Canada - President Trump announced new tariffs on Canadian lumber and dairy products, with dairy tariffs potentially reaching 250% [5] - Trump accused Canada of exploiting the U.S. in the lumber and dairy sectors, highlighting that Canada imposes similar high tariffs on U.S. dairy products [5] Group 3: U.S.-India Trade Relations - President Trump announced that India has agreed to significantly lower tariffs, indicating a potential for broader trade agreements between the U.S. and India [7]

Core Viewpoint - Russia is implementing temporary bans on the export of precious metals and enriched uranium in response to Western sanctions, particularly from the United States, which may lead to significant disruptions in global mineral supply chains [1][2]. Group 1: Export Restrictions - Russia announced a temporary ban on the export of used precious metals from December 1, 2024, to May 31, 2025 [1]. - The government also imposed temporary restrictions on the export of enriched uranium to the U.S., allowing only shipments under a one-time license issued by the Federal Technical and Export Control Service [2]. Group 2: U.S. Sanctions - The U.S. Treasury Department has sanctioned over 50 Russian banks and financial institutions, including Gazprombank, and 15 Russian financial officials [3]. - These sanctions are part of a broader strategy to counteract Russia's military actions and its reliance on mineral exports [3]. Group 3: Military Developments - The conflict between Russia and Ukraine is escalating, with Ukraine using long-range weapons supplied by the U.S. and U.K. to strike deep into Russian territory [6][9]. - Russia has responded with the deployment of the "Zircon" hypersonic missile system, which is claimed to have capabilities that could cover all of Europe, indicating a significant military escalation [8][9]. Group 4: International Relations - Belarus and Russia are collaborating to resist Western sanctions, with both foreign ministers condemning the actions of Western nations as violations of international law [4]. - The ongoing military conflict and sanctions are reshaping geopolitical alliances and trade dynamics, particularly in the energy and mineral sectors [2][4].

今天刷到一条新闻，G7组织达成协议，要把冻结的俄罗斯央行海外资产，大概是3000亿美元左右，作为抵押品用来贷款500亿美元援助乌克兰。 这3000亿美元的冻结资产每年有30亿-50亿的收益，收益没收，用来偿还给乌克兰的贷款。 本金抵押，利润还贷。 这件事估计会触动到那些投资了美股的中国股民，很多人都留言问过我，假如未来有一天中美冲突升级，买的美股基金会不会被牵连？ 从俄罗斯的情况来看，政府央行和国有资产是肯定会被冻结的，大机构以及部分富豪的个人资产也会被冻结，至于民间普通个人的私有资产暂时不受影 响。 不过姜萍的情况比较特殊，她的成绩可以上普高，但因为个人家庭原因去了涟水中专，在那里读服装专业，课余兴趣爱好自学高等数学。 俄罗斯乌克兰是2022年2月23日开战的，qiwi（俄罗斯本土的支付宝，美股上市）在2月25日就被停牌，一直至今。所以相关在美上市的股票，第一时间要 无脑抛，不抛就完犊子了。 另外就是开战后不久俄罗斯的银行就被剔除出swift国际资金结算系统，国际转账都被停了，就算海外账户有钱也无法转回俄罗斯国内，就很麻烦。 唯一无法制裁的领域是区块链，链上的资产依然可以自由流通，但是几个大的链下交易所迫于 ...