A | Western sanctions that followed the launching of Russia’s special operation in Ukraine in February were nakedly aimed at reducing Russia energy exports to zero and making the Russian economy “scream,” as they had similarly attempted with Venezuela and Iran. However, with Moscow securing new markets and prices rebounding, it’s Europeans who are on the losing end of things, experts told Sputnik on Thursday.,According to Bloomberg, prices across Europe are expected to increase sharply later this year, when European sanctions against Russian crude oil exports take effect, with some places predicting a doubling in prices. All this while Russia’s crude oil production and income continue to recover to pre-February levels, thanks to expanded exports to Asian buyers and a healthy relationship with OPEC+.,Western European governments had better hope the winter is warm, because if people start freezing due to fuel shortages, they will demand an end to their government’s policies blocking the gas.,Dr. Mamdouh G. Salameh, a visiting professor of energy economics at the ESCP Business School in London, told Sputnik that “energy is far more formidable weapon in the hand of President Putin than hydrogen bombs.”,“The world, particularly the European Union (EU), is very dependent on Russian oil and gas supplies. That is why Western sanctions have so far largely refrained from sanctioning Russian oil and gas exports to the EU and that is why Russia is winning the energy war,” the economist asserted.,“Western sanctions against Russia have on the whole failed miserably,” he said. “The sanctions are hurting the economies of those imposing them rather than the Russian economy.”,He noted that in the US and EU alike, high gas prices are having widespread effects across their economies, helping to push the EU into a recession.,“There will very soon come the time when European citizens will ask their governments to stop spending billions of dollars supplying Ukraine with weapons rather than use these billions to help them reduce their energy bills,” he predicted. “The day is coming when the EU will reverse course on Ukraine and lift the sanctions against Russia in return for plentiful Russian cheap gas and oil supplies. If it is to be able to do that, the EU has to free itself from the United States’ pressure and stand up to the US.”,“The more sanctions Western countries impose on Russia, the higher the prices of oil and gas surge and the more revenues Russia gets from its energy exports,” Salameh said, adding that “Western analysts and some experts are daydreaming and also deluding themselves if they think that the Russian energy sector is failing. They are trying to talk down Russia’s energy sector but they are doomed to fail miserably.”,“The real irony is that Russia’s economy will emerge in a better shape than most Western economies in the aftermath of the Ukraine conflict. Putin is going to have the last laugh.”,Vladimir Demidov, an international expert on the resources and energy markets, told Sputnik that regardless of the path of European policy, at this point, Russian energy is not coming back. European nations will adapt, but the higher energy costs will stay and will cause Europe’s global standing to decline.,“I don't think there's going to be a global crisis, given that [there is] a fairly rapid filling of underground storage facilities,” he said. “I think that talking about freezing is a fiction, of course, provided that -40 [Celsius] does not hold in Europe. And then, I think, it will be more difficult.”,“Next year, I don't think they will freeze at all,” he predicted. “Enough gas for them and mine, I think they will unpack their coal mines, cuts, quarries. There they will start producing gas at home, by fracturing the reservoir, in general, they will kill nature, but they will have enough gas.”,“And in the future, Gazprom will only supply less. I think its share will fall to 50 billion [cubic meters per day] in the next two or three years, at most. The problem is that everything that is mined by them [Europe] is very expensive. The role of Europe as an economically independent unit of the world economy will simply disappear. Europe will cease to be independent,” Demidov said.,Still, Demidov predicted that Europe’s sanctions policies would continue, even as they set in motion the gradual decline of the continent.,“In Europe, four premiers are gone, including in Great Britain. I do not think that it [governments dissolving] will continue; if the winter is really warm enough, then other premiers will not fly. And everyone is fine, they will say that ‘you see, we did it! These hordes have not conquered us!’ After that, the fall of the European economy will start. The sanctions they have introduced have not been thought through, they will cause themselves more damage than Russia in the next 3-5 years.”。 
美股市场：美股三大指数08月25日收盘全线上涨。
B | 截至收盘，道琼斯工业平均指数比前一交易日上涨160.24点，收于53577.4点，涨幅为0.3%；标准普尔500种股票指数上涨24.42点，收于7677.28点，涨幅为0.32%；纳斯达克综合指数上涨171.11点，收于26151.3点，涨幅为0.66%。 “科技七巨头”涨跌不一，英伟达涨2.19%，Meta涨1.97%，微软涨0.90%，特斯拉涨0.37%，苹果跌0.14%，谷歌跌0.36%，亚马逊跌0.39%。
光通信、存储板块走强，Lumentum涨6.67%，应用光电涨5.13%，希捷科技涨3.40%，西部数据涨3.53%，SK海力士涨2.68%，美光科技涨2.48%。
C | 加密货币概念股走强，嘉楠科技涨15.83%，BTC Digital涨14.94%，Hut 8涨7.47%，Riot Platforms涨6.50%，MARA Holdings涨5.81%，Coinbase涨4.28%，Strategy涨3.42%。
石油股走弱，埃克森美孚跌2.08%，雪佛龙、康菲石油、斯伦贝谢跌超1%。
矿业股走强，埃尔拉多黄金、科尔黛伦矿业、金田涨超3%。
纳斯达克中国金龙指数涨1.11%。成分股中，富途控股涨8.48%，网易涨4.75%，爱奇艺涨1.98%，文远知行涨1.84%，华住集团涨1.71%，挚文集团涨1.41%，百度涨1.36%，金山云涨0.86%，拼多多涨0.78%，京东涨0.55%，哔哩哔哩涨0.42%。
欧股市场：欧洲三大股指08月25日涨跌不一。英国伦敦股市《金融时报》100种股票平均价格指数报收于10886.16点，较前一交易日上涨31.84点，涨幅为0.29%；法国巴黎股市CAC40指数报收于8439.2点，较前一交易日下跌13.81点，跌幅为0.16%；德国法兰克福股市DAX指数报收于26266.14点，较前一交易日上涨159.54点，涨幅为0.61%。
D | 商品市场：国际油价08月25日下跌。截至当天收盘，纽约商品交易所WTI原油期货当月连续合约下跌3.90美元，收于每桶81.11美元，跌幅为4.59%。COMEX黄金期货当月连续合约上涨18.10美元，涨幅0.39%，报4715.9美元/盎司。COMEX白银期货当月连续合约上涨0.04美元，涨幅0.05%，报68.63美元/盎司。现货黄金上涨7.49美元，涨幅0.16%，报4658.87美元/盎司。现货白银下跌0.36美元，跌幅0.52%，报68.6美元/盎司。
隔夜要闻 美联储柯林斯：若无通胀持续回落证据 则需要尽快加息 在前往怀俄明州杰克逊霍尔参加年度研讨会之前，波士顿联储主席苏珊·柯林斯周二发表了自己对经济和货币政策的看法。她表示，除非未来公布的数据表明通胀在持续降温，否则美联储可能需要尽快加息。当前美国通胀率仍处于高位，并已成为企业和家庭普遍担忧的问题。 加拿大宣布对等反制！对约700种美国商品加征最高50%关税 加拿大周二宣布对约700种美国商品加征最高50%的关税，以“对等反制”的方式回应美国总统特朗普上周末宣布的50%关税措施。随着美加贸易谈判破裂，两国之间的矛盾进一步升级。据悉，加拿大此次宣布的新关税措施涉及700多种美国商品，规模约200亿美元，占美国对加拿大出口总额的约7%。 伊朗与阿曼拟建立霍尔木兹海峡安全海上通道 伊朗与阿曼25日发表联合声明，拟在霍尔木兹海峡建立一条双方共同商定的安全海上通道。声明说，阿曼外交大臣巴德尔在对伊朗进行工作访问期间，同伊朗外交部长阿拉格齐举行建设性磋商。双方重点讨论两国在维护各自主权和主权权利的同时，确保霍尔木兹海峡安全航行的相关安排。 OpenAI自研芯片取得关键突破：响应速度、能效表现击败英伟达GB300 OpenAI声称其新款“Jalapeno”芯片在测试中的表现优于英伟达当前的产品阵容，凸显出该公司自主研发AI处理器取得的进展。OpenAI芯片业务负责人Richard Ho在接受采访时表示，该芯片与英伟达GB300进行了对比，该测试将GB300视为现有最领先的产品。在测试中，Jalapeno在两个指标上占据优势：单位功耗所能处理的AI工作量，以及响应的速度。
E | 美股软件板块也将迎来“业绩大考” 夏季狂飙能否延续？ 软件股投资者押注，这些今年表现低迷的股票已经重新站稳脚跟。本周即将公布的财报，将检验过去一个月的强劲表现是否具备持续性。自7月23日触及近期低点以来，iShares扩展科技软件行业ETF（IGV）已累计反弹18%，大幅跑赢科技股占比较高的纳斯达克100指数以及科技“七巨头”。 古巴谴责美国延长对古实施经济封锁 古巴外交部长罗德里格斯25日谴责美国政府再次延长从1962年开始对古巴实施的《对敌贸易法》期限。罗德里格斯通过社交媒体表示：“古巴以最强烈的措辞谴责美国政府将经济、商业和金融封锁再延长一年，这一针对我国人民的种族灭绝政策已持续超过六十年。
F | ”他还表示，“古巴不是威胁，封锁才是”。
G | 美国对伊朗发起经济攻势 专家：作用有限且或遭“反噬” 当地时间24日，美国财政部长贝森特宣布，美国当天发起对伊朗“经济孤立”的新一轮制裁措施。美国从当天起把对伊朗经济制裁范围扩大到航空、数字资产、黄金、航运和技术行业5个领域。对此，伊朗经济和财政部长马达尼扎德当天回应称，伊朗政府已为应对新一轮制裁做好充分准备。马达尼扎德同时警告，美国若采取任何行动，就应该做好遭到伊朗反击的准备。 三年建100吉瓦光伏！印尼总统放豪言：未来无需进口石油 东南亚第一大经济体、全球人口第四大国印度尼西亚，正在试图通过大规模光伏建设，实现能源结构的改天换地。
H | 印尼总统普拉博沃周二宣布，启动一项开发100吉瓦太阳能发电能力的计划。 美军AI系统被指致伊朗小学遭袭 日本仍计划引入引争议 据日本方面此前消息，日本防卫省计划引入美国的人工智能技术，其中美国帕兰蒂尔技术公司研发的“梅文智能系统”也在候选之列。然而，该系统曾在美军对伊朗的军事行动中造成大量平民伤亡，争议巨大。帕兰蒂尔技术公司2003年创立于美国，是一家以大数据分析和人工智能技术为美国政府及相关机构提供支持的科技公司，与美国军方关系密切。据美国方面消息，美国军方使用帕兰蒂尔参与开发的“梅文智能系统”战场情报平台作为军事规划工具，系统嵌入了美国AI企业安特罗匹克公司的“克劳德”模型。该系统可提出目标建议，提供精确位置坐标，并根据优先级将目标排序。
I | 马斯克又画千亿美元“大饼”！SpaceX官宣建设地球最大发射场 继千亿美元的Terafab芯片厂项目后，世界首富马斯克的“画饼列表”中又多一个千亿美元级别的太空发射场项目。当地时间周二，美国路易斯安那州政府和SpaceX共同宣布，商业航天巨头计划投资1000亿美元，在该州南部建设一座巨型新发射场，占地面积约12.5万英亩。SpaceX表示，该基地的设计目标是支持“每年数千次星舰飞行”。 杠杆风险引监管关注：美国证交会就态势感知基金危机向华尔街大行发传票 美国证券交易委员会（SEC）就AI基金Situational Awareness（态势感知）上月遇到的危机向华尔街大行发出传票，试图进一步了解这场危机背后的杠杆使用及融资情况。
J | 据媒体当地时间周一报道，美国证券交易委员会（SEC）已向数家曾为Situational Awareness基金提供交易融资的华尔街大型银行发出传票。 近东救济工程处：以色列强闯联合国设施“不可接受” 当地时间25日，联合国近东巴勒斯坦难民救济和工程处（近东救济工程处）发表声明，称以色列方面强闯位于耶路撒冷北部、属于该机构的一处培训中心“未经授权且令人严重关切”，并予以明确谴责。声明称，事件发生在当天10时左右。以色列安全部队强行进入培训中心，至少4辆装甲车驶入联合国设施，随行的以色列安全人员超过50人。
K | 事发时，约20名近东救济工程处工作人员在现场。
L | 以色列官员随后公开表示，该设施已被以色列当局“接管”。免责声明：本文基于AI生产，仅供参考，不构成任何投资建议，据此操作风险自担。
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