????維基解密（WikiLeaks）開始發布據自稱來自全球情報分析網站Stratfor的500萬份電子郵件短短幾小時后，人們就意識到，這次泄密造成的影響可能要遠遠超過上次維基解密發布的幾千份外交電文。上次泄密的電文大部分只是關于流言、繁瑣俗事和低層面的閑聊而已。然而，這此Stratfor的郵件泄密可能對全球范圍內的公司、政府和一些個人產生爆炸性的影響，尤其是對Stratfor本身。當然，也可能不會有那么嚴重的影響。但至少，這批郵件看上去要有意思得多。

????短期內很多公司的公關部看來都要加班加點了。長期影響如何，很大程度上將取決于未來幾周陸續披露的內容。這些郵件顯示了Stratfor員工與客戶公司（包括一些全球最大的跨國公司）高管的一些商談內容。迄今為止，還只發布了幾百封電子郵件。即便沒有定時炸彈，這些信息至少也是很有意思的。目前，所有電子郵件的真實性都沒有得到驗證，但根據迄今為止的一些信息可以知道：

????? 2011年5月，Stratfor的一些員工談到，美聯銀行（Wachovia）在墨西哥毒品集團洗錢案中的參與程度和涉及金額可能都超過已知水平，針對該行的調查仍在繼續。根據一封據稱是Stratford員工發給幾位同事的電子郵件稱，這位員工的一位“美國中央情報局（CIA）密友”告訴他，美聯銀行是“一場正在進行的調查”的對象。富國銀行（Wells Fargo）下屬的美聯銀行已經就此案達成和解，但并不承認存在過錯。2010年，美聯銀行被沒收1.10億美元 ，另外還被罰款5,000萬美元。

????? 另一份電子郵件討論顯示，2009年可口可樂（Coca-Cola）曾請Stratfor搜集動物保護組織“善待動物組織”（People for the Ethical Treatment of Animals，簡稱PETA）的情報。可口可樂擔心，次年的溫哥華冬季奧運會期間可能會出現抗議活動。

????? 根據維基解密，Stratfor員工和陶氏化學（Dow Chemical）員工及其他人之間的郵件往來顯示，Stratfor曾代表陶氏化學搜集反企業宣傳鼓動組織The Yes Men的情報。陶氏化學擔心1984年印度博帕爾災難（1984 Bhopal disaster）二十五周年可能會出現激進活動。（1984年，美國一家公司在印度博帕爾的工廠發生了嚴重的毒氣泄漏事件，造成2萬多人死亡，幾十萬人身受其害，這家公司后來被陶氏化學收購。——譯注）

????? 可能最令人震驚的消息，至少對于Statfor而言，是有郵件顯示該公司正在計劃設立一只名為StratCap的基金，根據公司搜集的情報信息進行投資交易。一份據稱由Stratfor創始人兼董事長喬治?弗萊德曼撰寫的郵件稱，該基金“將使我們有一個全新但相關的渠道，也就是一只投資基金，來利用我們在全球搜集的情報。我們曾為其他對沖基金提供咨詢，如今我們有了自己的基金……”參與此次討論的還有當時在高盛（Goldman Sachs）任職的謝伊?莫倫茲。據維基解密稱，弗萊德曼在郵件中寫道：“StratCap要做的是利用我們的情報和分析，通過一系列地緣政治工具進行交易，特別是政府債券和貨幣等等。”郵件稱，莫倫茲“大舉”投資了逾400萬美元。

????Just hours after WikiLeaks started publishing the 5 million emails it says come from the global-intelligence publisher Stratfor, it's becoming clear that this data dump could have a much larger impact than WikiLeaks' earlier publication of thousands of diplomatic cables. Those cables revealed, for the most part, mere gossip and mundane, low-level chatter. But the Stratfor emails could be explosive for companies, governments and individuals around the world, not least for Stratfor itself. Or they might not. At the very least, this batch of data seems far more interesting.

????In the short term, it appears that the public-relations departments of many companies are going to be clocking a lot of overtime hours. In the longer term, much depends on what is revealed in the coming couple of weeks. The emails show Stratfor employees in discussions with executives at client firms, which include some of the biggest multinational corporations on the planet. So far, only a few hundred emails have been posted. If there are no ticking bombs, the forthcoming information at the very least promises to be interesting. The authenticity of the emails hasn't been verified in all cases, but according to some of the messages thus far:

????? Stratfor employees in May 2011 discussed the possibility that Wachovia's involvement in laundering the money of Mexican drug cartels could run deeper and involve more money than was already known, and that an investigation of the bank was continuing. According to the purported email of a Stratford employee to some of his colleagues, one of his "CIA cronies" had told him that Wachovia was the subject of an "ongoing investigation." Wachovia, now owned by Wells Fargo (WFC) as it was when this discussion took place, settled the case against it without admitting wrongdoing. Wachovia in 2010 forfeited $110 million and was fined another $50 million.

????? Coca-Cola (KO) in 2009 asked Stratfor to gather information on the animal-rights group People for the Ethical Treatment of Animals, according to another purported email discussion. The company was worried about possible protest activity during the Winter Olympics in Vancouver the following year.

????? Stratfor gathered intelligence on the anti-corporate agitprop group The Yes Men on behalf of Dow Chemical (DOW), as shown by several discussions among Stratfor and Dow employees and others, according to WikiLeaks. The company was worried about activism on the 25th anniversary of the 1984 Bhopal disaster.

????? Perhaps most striking, at least for Statfor itself, is the revelation that the company was planning to create a fund, called StratCap, through which it would trade on intelligence information it gathered. An email purportedly written by George Friedman, Stratfor's founder and chairman, said the fund "would allow us to utilize the intelligence we were gathering about the world in a new but related venue -- an investment fund. Where we had previously advised other hedge funds, we would now have our own…" Involved in that discussion was Shea Morenz, then with Goldman Sachs (GS). Friedman wrote, according to WikiLeaks, "What StratCap will do is use our intelligence and analysis to trade in a range of geopolitical instruments, particularly government bonds, currencies and the like." Morenz invested, according to the email, "substantially" more than $4 million.