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6.5万亿美债即将到期,与中方谈不拢的美国,想让台当局接盘
Sou Hu Cai Jing·2025-05-05 09:12

Group 1 - The core issue is that $6.5 trillion of U.S. debt is set to mature soon, representing over 70% of the total debt maturing this year, which poses a significant risk to global financial markets if not managed properly [1][4] - If the U.S. government fails to refinance this debt, it may face a technical default, undermining global confidence in U.S. Treasury bonds [3] - The rising interest rates on U.S. debt, with 10-year yields exceeding 4.5% and 30-year yields at 5%, could lead to an increase in annual interest expenses by $250 billion, accounting for over 20% of federal revenue [2] Group 2 - The potential consequences of failing to address the maturing debt include a 20% to 30% drop in Treasury bond prices and a significant risk of stock market collapse, particularly affecting high-leverage sectors like technology [3] - The situation could trigger a broader economic downturn, as rising bond yields would increase mortgage and corporate debt rates, suppressing consumer spending and investment [3] - If the U.S. cannot find a solution by June, it may lead to soaring bond yields, stock market crashes, and a decline in the dollar's value, potentially diminishing its status as a global reserve currency [6] Group 3 - In response to U.S. pressures, Taiwan is attempting to strengthen economic ties with the U.S. by increasing purchases and investments, which may lead to Taiwan becoming heavily reliant on U.S. debt [10] - Taiwan's foreign reserves, exceeding $570 billion, are largely invested in U.S. Treasury bonds, and there are indications that Taiwan may further increase its holdings to support the U.S. [10][11] - The U.S. is reportedly considering converting $36 trillion of its debt into 100-year zero-interest bonds, which could further entrench Taiwan's financial dependency on U.S. debt [11]