中国持续抛售美债，全球金融格局震荡，美国盟友态度动摇

Group 1 - China has significantly reduced its holdings of US Treasury bonds, dropping from $1 trillion in 2022 to $756.3 billion by May 2024, marking the lowest level since 2009 [3][4] - The reduction in US Treasury holdings includes a sell-off of $173.2 billion in 2022, $50.8 billion in 2023, and $57.3 billion in 2024, indicating a trend of "liquidation" [3][4] - The shift in China's investment strategy is driven by concerns over the volatility of the US dollar and a desire to reduce dependency on it, while simultaneously increasing gold reserves to 2,296 tons by May 2024 [4][10] Group 2 - Other countries are also reducing their US Treasury holdings, with Saudi Arabia decreasing from $116 billion in 2016 to $80 billion in 2024, and Germany cutting $20 billion in the first quarter of 2024 [8][10] - The trend of "de-dollarization" is gaining momentum globally, with countries like Australia planning to reduce their US Treasury holdings from 60% to 50% over the next two years [8][10] - The global financial landscape is shifting, with non-dollar asset allocation rising to nearly 30% in 2024, more than doubling in five years, indicating a challenge to the dollar's dominance [12]