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Canada, Sweden Send Military Instructors to Train Ukrainian Troops: Why is the West Fanning Flames?_我的网站

A |     　　近期，A股市场出现一定程度波动。

B | 8月25日，市场继续缩量震荡，截至收盘，上证综指涨0.19%，深证成指跌0.35%，创业板指跌1%。　　对于近期市场的调整，多位分析人士均指出，虽然外部变量对A股造成了一定程度扰动，但外因并非主导A股走势的核心因素。    As Canada and Sweden send their first groups of military instructors to the UK to provide training for the Ukrainian forces, it is likely that “the arrival of more NATO instructors will be used by media outlets loyal to the Kiev regime as another little brick in their attempt to build a wall of false 'wunder-waffen' hopes among both the military and the civilian population," former MEP Nick Griffin told Sputnik.,On Friday, Ottawa and Stockholm announced the deployment of their first batches of military instructors to Britain, in what came amid Russia's ongoing special military operation in Ukraine. The deployment followed Canada’s Defence Minister Anita Anand stating last week that Ottawa had authorized the dispatch of up to 225 Canadian Armed Forces (CAF) personnel to Britain to train Ukrainian forces, in line with a new program unveiled by UK Prime Minister Boris Johnson in June.,She added that CAF servicemen will be sent to the UK for an initial period of four months, and that the Ukrainian troops will be trained on the basics of soldiering “related to frontline combat, weapons handling, first aid, field craft, patrol tactics, and include the law of armed contact.”,Anand said that apart from the training, Canada would provide the Ukrainian military with 39 armored vehicles, which she claimed are fitted with “additional, modern, state of the art armor and machine guns.”,UK Arms to Ukraine Will 'Not Change Anything', Says Former Think-Tank Analyst1 July, 14:45 GMT,Earlier this week, the Finnish Defense Ministry said that they would send about 20 service personnel to the UK to take part in a training program for the Ukrainian Armed Forces. The move was preceded by the Swedish military announcing that it will deploy up to 120 military instructors to Britain within the framework of the program.,Meeting Ukraine’s President Volodymyr Zelensky in Kiev in mid-June, UK Prime Minister Boris Johnson offered to launch a training program for Ukrainian forces, with the potential to train up to 10,000 soldiers every 120 days. He urged other nations in the Joint Expeditionary Force (JEF) and Canada to join the initiative.,The JEF, which was launched in 2014, is a UK-led expeditionary force consisting of Denmark, Finland, Estonia, Iceland, Latvia, Lithuania, the Netherlands, Sweden, and Norway.,The UK government noted on its website that under the program, “each soldier would spend three weeks on the training course, learning battle winning skills for the front line, as well as basic medical training, cyber-security and counter explosive tactics.”,According to No 10, the program will “train and drill the Armed Forces of Ukraine using battle-proven British Army expertise, allowing them to accelerate their deployment, rebuild their forces, and scale-up their resistance” to Russian troops.,Griffin said in this vein that Western countries are seeking to prolong the Ukraine conflict due to a whole array of factors, not least “the profits of the military-industrial complex, hostility to independent Russia of the neo-con and corporate lobbies, as well as the opportunity to use the conflict as an excuse for advancing the Western elite's insanely destructive decarbonisation agenda.”,He stressed that as far as Canada is concerned, “there is one extra factor: the country has the world's biggest concentration of Ukrainians, behind only the Ukraine itself and Russia.”,According to him, “the community's politics have been heavily influenced by Banderista ideology and hatred, and the Ukrainian lobby is well-organized, with plenty of politicians in receipt of campaign donations and back-handers. In a corrupted, kleptocratic democracy like Canada, money talks.”,RussiaUK Pledges $1.2 Billion Military Aid to Ukraine, Reports Say30 June, 07:08 GMT,Griffin suggested that Canada and Sweden sending their military instructors to the UK might be “far more of a political gesture and propaganda tool for the Kiev regime, than it is a genuine military factor” to change the situation on the ground in Ukraine.,“Training troops properly takes very much longer than Ukraine's unfortunate conscripts are getting before being thrown into the meat-grinder. Even well-trained troops only take a little longer to kill when the capabilities of the two sides are as far apart as they now are in Donbass, so [Canadian Prime Minister Justin] Trudeau's aggressive gesture will change nothing on the ground,” the former MEP insisted.,Britain has delivered hundreds of millions of pounds’ worth of military equipment and training support to Ukraine since 2014, including through secret “Operation Orbital”, over the course of which more than 22,000 Ukrainian troops were trained in the use of portable anti-tank missiles and other weapons.,Currently, the UK remains the second-largest supplier of weaponry to Ukraine after the US, providing Kiev with anti-tank and anti-aircraft weapons, missile boats, armored vehicles, and long-range artillery.,The Russian Defense Ministry has repeatedly warned that the UK would evoke an "immediate and proportional response" from Moscow if it continued to provoke Kiev into launching attacks on Russian soil using British-made weapons, amid Russia’s special operation in Ukraine.,The operation to demilitarize and de-Nazify Ukraine was announced by Russian President Vladimir Putin on 24 February following the Donbass republics’ request to protect them from Kiev’s atrocities.。　　中信建投认为，美债长端利率上行确实对全球资产估值形成阶段性扰动，但A股定价更多由国内基本面与产业景气驱动，外部变量是波动源而非趋势反转源。

C | 　　“近期全球市场承压的一个核心原因是美长债收益率的持续走高，也造成A股市场出现了一定波动。但对于A股市场，美债收益率上行导致的流动性变化更多扮演扰动因素的角色，而非行情方向的决定性力量，国内政策取向与基本面情况才是主导A股走势的核心因素。” 方正证券首席经济学家燕翔进一步指出。　　展望后市，市场人士分析称，从宏观经济韧性、增量资金入市、公司质量和估值空间等方面看，市场具备“稳”的基础。　　具体而言，宏观经济方面，中信建投表示，中国经济的高质量发展为资本市场提供了最坚实的锚。

D | 上半年GDP增量3.6万亿元创近5年同期最高，前7个月新动能对规模以上工业增长贡献率达50.9%，装备制造业与高技术制造业增速持续加快。“中国制造”向“中国智造”的跃升打开了全新增长空间。

E | 　　增量资金方面，数据显示，7月以来沪市ETF整体资金流入势头强劲。截至8月24日，沪市ETF累计净流入近3000亿元，其中股票ETF净流入2400亿元，宽基及科创板ETF成为增量资金配置的主要方向，分别收获超千亿资金流入。　　“这体现了包括中长期资金在内的市场资金，对A股上市公司质量持续改善的积极预期与成长前景的长期看好。”上述市场人士进一步指出。　　公司质量方面，上市公司半年报表现亮眼。Wind数据显示，截至8月24日收盘，A股共有2183家上市公司披露2026年半年报，其中1308家上市公司2026年上半年归属于上市公司股东的净利润实现同比增长，占比约六成。　　其中，科创板方面，截至8月25日记者发稿，沪市科创板共251家公司披露2026年半年度报告，占比超四成，相关公司合计实现营业收入4477亿元、净利润540亿元，同比增长29%、136%，其中195家公司实现盈利，111家公司利润增长，28家公司扭亏为盈。净利润增速显著高于营业收入增速，表明规模效应释放与产品结构优化正在同步显现，带动板块盈利面稳步扩大。　　估值方面，燕翔表示：“A股估值目前仍处于合理区间。截至8月25日，创业板指市盈率TTM降至38.5倍，处于上市以来的27.4%历史分位点，科创综指市盈率TTM降至139.6倍，位于上市以来4.9%的历史分位点，均处于合理偏低水平。”　　展望后市，燕翔判断，多重积极利好因素决定了中国资本市场长期向好的趋势不会改变。一是国内经济中长期向好态势不变；二是A股估值目前仍处于合理区间；三是上市公司质量稳步提升夯实微观基础；四是分红回购不断增加提高投资者回报；五是耐心资本持续流入助力市场健康发展。　　“复盘历次市场短期急跌后市场表现，本轮万得全A反弹幅度与历史均值相比仍有空间，创业板指修复程度更低，修复行情远未结束。”中信建投进一步指出，调整之时，正是锚定业绩确定性、布局科技核心资产的最佳时机。

F | 政策托底意愿明确，AI产业中长期逻辑未破，以创新药、有色金属、机械、新能源为代表的非AI独立景气主线，A股“科技+复苏”双主线回归值得坚定期待。（文章来源：澎湃新闻）。

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