塔斯社称，卢拉还以加沙冲突为例，重申联合国结构需要改变，并表示将继续推动重塑全球治理体系。 报道提到，这并非卢拉首次公开反对欧洲军事开支。早在今年5月，卢拉就曾将欧盟国家及其盟友——尤其是日本——的"重新武装"速度形容 为"疯狂"。 今年3月初，欧盟委员会主席冯德莱恩在布鲁塞尔欧盟特别峰会上宣布金额总计约8000亿欧元的"重新武装欧洲"计划。此举被视为欧盟试图摆 脱"安全附庸"地位、重塑战略自主的关键一步，也是被迫之举。然而，这一计划能否让欧洲真正构建起共同防御能力，既受制于历史惯性的路 径依赖，也面临着现实约束的重重困境。 【环球网报道】据俄罗斯塔斯社报道，巴西总统卢拉26日严厉批评欧盟，称其批准8000亿欧元军事开支，却不将这些资金用于抗击全球饥饿问 题。 "欧盟已经批准投入8000亿欧元用于重新武装所有成员国，而我们（发展中国家）会用这笔钱来消除饥饿或保护森林。"卢拉说。 ...

Group 1: Eurozone Focus - The European Central Bank (ECB) appears satisfied with the current inflation situation, indicating no necessity for further rate cuts in the second half of the year [9][11][14] - The "Rearmament of Europe" initiative is expected to benefit industries such as traditional military manufacturing, dual-use high technology, strategic resources, and energy security, with a focus on the aerospace and defense sectors [20][22] - Rheinmetall and Airbus are identified as key beneficiaries of the "Rearmament of Europe" plan, with Rheinmetall projected to see a 20% revenue growth due to increased defense spending [22][21] Group 2: Indian Market Focus - The Reserve Bank of India (RBI) cut the key repo rate by 50 basis points to 5.5%, exceeding market expectations, while maintaining a neutral stance due to limited growth support [31][29] - There is an anticipated further rate cut of 25-50 basis points in the current fiscal year, driven by moderate growth prospects and weak private consumption [34][32] - The Indian stock market is currently overvalued, with the Nifty index's earnings per share forecast being significantly downgraded, leading to cautious short-term return expectations [37][35] Group 3: Thai Market Focus - Political instability in Thailand is hindering economic recovery, with significant pressure on the stock market and a cautious outlook on corporate earnings [41][51] - The Bank of Thailand (BOT) has maintained the policy rate at 1.75% but is expected to lower it to 1.25% later this year to support the economy [47][46] - CP All and Minor International are highlighted as resilient players in the Thai market, with CP All benefiting from 7-Eleven's growth and Minor International having long-term rebound potential despite short-term pressures [52][51]

"加拿大每1美元防务开支中，就有75美分流向美国，这并不明智。"卡尼接受加拿大广播公司采访时说。他补充道，加方与欧盟就加入"重新武装欧洲"计 划的谈判 "进展顺利"，希望在7月1日前有"实质性成果"。 3月4日，欧盟委员会主席冯德莱恩提出"重新武装欧洲"计划，拟调动8000亿欧元打造"一个安全而有韧性的欧洲"。该计划包括协助成员国整合需求、共 同采购军事装备等内容。 据德新社报道，北约峰会定于6月在荷兰海牙举行，届时北约成员国将讨论新的国防支出目标。 卡尼就此表示："在峰会上，北约伙伴将被要求为相互保护投入更多资金、做更多事情。我们将参与其中。"他补充说，加拿大将增加军费开支，但会以 有利于国家的方式进行。 据加拿大广播公司报道，目前加拿大国防支出约占其国内生产总值的1.37%。卡尼曾承诺到2030年将这一占比提高到2%的北约标准。 新华财经北京5月28日电（记者陈丹）加拿大总理卡尼27日说，希望加拿大在7月1日前能够加入"重新武装欧洲"计划，从而减少在武器弹药方面对美国的 依赖。 5月6日，美国总统特朗普（左二）在华盛顿白宫迎接到访的加拿大总理卡尼。新华社记者胡友松摄 就在卡尼表示有意加强与欧洲防务合作后不 ...

加拿大总理卡尼27日说，希望加拿大在7月1日前能够加入"重新武装欧洲"计划，从而减少在武器弹药方 面对美国的依赖。"加拿大每1美元防务开支中，就有75美分流向美国，这并不明智。"卡尼接受加拿大 广播公司采访时说。他补充道，加方与欧盟就加入"重新武装欧洲"计划的谈判 "进展顺利"，希望在7月 1日前有"实质性成果"。（新华社） ...

Core Viewpoint - The Canadian government emphasizes that the new Canada-U.S. relationship will benefit both sovereign nations and reaffirms Canada's commitment to joining the "rearm Europe" initiative [1] Group 1 - The Canadian government is focused on strengthening bilateral relations with the United States [1] - Canada’s participation in the "rearm Europe" initiative indicates a strategic shift towards enhancing defense cooperation [1]

Core Points - The European Union member states have officially approved the establishment of the "European Security Action" loan program, with a total scale of €150 billion [1] - The program aims to support member states' investments in critical defense areas, including air defense systems, drones, and strategic capability building [1] - The European Commission welcomed this initiative, stating it will significantly enhance Europe's defense resilience and strategic autonomy [1] - This project is a key pillar of the "Rearming Europe" plan proposed by European Commission President Ursula von der Leyen, which aims to provide financial leverage for defense investments through capital market financing [1]

Group 1 - French President Macron and German Chancellor Merz expressed intentions to restore the Franco-German partnership during their meeting [1][3] - The initial meeting was described as "beautiful and romantic," indicating a warming relationship between the two countries [1][3] - Both leaders share similar political views and backgrounds, including a "romantic" political perspective and previous financial work experience [3] Group 2 - Despite their alignment on issues like the Russia-Ukraine conflict and European competitiveness, both leaders face domestic political challenges [3] - Merz's recent election in the German Bundestag was not straightforward, which has affected perceptions of a "confident Germany" [3] - There are significant differences in trade policy, with Merz advocating for more free trade agreements, which raises concerns in France regarding potential impacts on its agricultural sector [4]

当地时间3月2日，正在英国访问的乌克兰总统泽连斯基在接受采访时表示，若乌克兰可以加入北约，他愿意辞职。 泽连斯基还表示，假如相关各方都准备好，那么乌克兰会签署矿产协议。 此前于2月23日，泽连斯基曾表示，如果能带来和平，他愿意辞去总统职务，或者用他的辞职换取乌克兰加入北约。 美方称乌克兰或需要新领导人 当地时间3月2日，美国总统国家安全事务助理华尔兹向媒体表示，美国希望能够促成俄罗斯和乌克兰达成持久和平，但是不清楚乌克兰总统泽连斯基是否准 备好进行真诚的谈判。在被问及美国是否希望泽连斯基辞职时，华尔兹称，美国需要的是一名能够与美国和俄罗斯打交道，并最终结束俄乌冲突的乌克兰领 导人，如果泽连斯基的个人动机或政治动机明显与结束俄乌冲突背道而驰，那么这是一个很严重的问题。 美国国会众议院议长约翰逊当天在接受采访时也称，必须要做出改变，要么泽连斯基带着诚意重返谈判桌，要么就需要其他人来做到这一点。 此外，美国国务卿鲁比奥表示，自2月28日以来，他本人尚未与泽连斯基进行交谈。鲁比奥称，当乌克兰准备好实现和平时，美国将恢复与乌克兰的谈判。 美财长：目前没有与乌克兰就矿产协议进行讨论 泽连斯基2月28日访美期间在白宫与特朗 ...