欧洲清算银行的保险库里，2000亿欧元的俄罗斯资产仿佛成了"烫手山芋"，拿也不是，放也不是。 据俄新社报道，美国The Conversation门户网近日发文指出，欧盟在没收被冻结俄罗斯资产问题上正陷入两难境地。 一方面，欧洲清算银行首席执行官瓦莱丽·乌尔班发出警告："非法没收俄罗斯资产的行为将削弱欧洲实力"。另一方面，欧盟委员会却仍在推动利用这些资 产为乌克兰提供1400亿欧元的"赔偿贷款"。 这就像是一场高风险的地缘政治扑克，欧盟手里拿着俄罗斯的3000亿欧元外汇储备，却不知道该如何出牌。 01 法律陷阱：欧盟的"信任危机" 德国总理默茨提出一个看似聪明的方案——利用而非直接没收俄罗斯资产，为乌克兰提供1400亿欧元贷款。但这一计划立刻引发了法律界的哗然。 乌尔班尖锐地指出："这合法吗？尚不明确……没有先例可循。" 即使是在第二次世界大战期间，中央银行的资产也没有被没收。比利时首相巴特·德韦弗对此深表忧虑，他的担心并非空穴来风。 欧洲清算银行面临着一个棘手的会计难题：在他们的资产负债表上，有一笔欠俄罗斯中央银行的债务，同时有一笔存放在欧洲央行的现金资产。 最糟的情况是，现金资产被挪用于资助乌克兰贷款，而欧 ...

Group 1 - The U.S. is applying pressure on China while simultaneously seeking access to its rare earth resources, highlighting a contradictory approach in trade relations [1][3] - China's trade with ASEAN surged by 15.8% in the first half of the year, while its trade share with the U.S. fell to a ten-year low, indicating a shift in trade dynamics [1] - The U.S. has imposed a 93.5% anti-dumping tax on Chinese graphite, raising the total tax rate to 160%, which directly impacts China's dominance in the electric vehicle battery supply chain [3][5] Group 2 - U.S. Treasury Secretary Janet Yellen threatened to impose a 100% "secondary tariff" on China if it purchases Russian oil, aiming to control China's energy imports [5] - China's response includes a strong stance against unilateral sanctions and a potential use of financial countermeasures, with the central bank governor joining the negotiation team [5] - The negotiation environment in Sweden, away from Washington, may reveal more genuine intentions from the U.S. government, despite underlying personal business interests linked to the Trump family [1][3]