美国下一步将拿谁“开刀”？, 36万亿美债, 崩盘进入倒计时

Group 1 - The countdown to a potential U.S. debt default is underway, with significant economic turmoil expected in the coming months, particularly around the U.S. government's plans to impose tariffs and the expiration of the U.S.-China trade truce [1][2] - The U.S. national debt has reached $36 trillion, hitting the debt ceiling, forcing the government to borrow new debt to pay off old debt, which has led to difficulties in long-term bond auctions requiring yields as high as 5% to attract investors [2][4] - The Federal Reserve's quantitative easing (QE) since the COVID-19 pandemic has resulted in a cycle where maturing low-interest bonds must be replaced with high-interest debt, potentially leading to annual interest payments of $1.5 trillion if all debt is refinanced at 4% [2][6] Group 2 - Concerns about the U.S. debt market have been echoed by major financial figures, including JPMorgan's CEO Jamie Dimon, who warned of cracks in the market and the inevitability of a crisis, suggesting that preparations are being made for potential fallout [4][5] - The U.S. trade deficit has dramatically increased from $600 billion to over $900 billion since 2020, reflecting a 50% rise, which parallels the increase in national debt, highlighting the challenges posed by the Triffin dilemma [6][7] - The U.S. may resort to aggressive economic measures against China, the EU, and other global economies to address the debt crisis, potentially impacting domestic technology giants as well [9][11]