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传奇投资家Jim Rogers重磅发声:已清空所有美股
Zhong Guo Ji Jin Bao·2025-08-02 05:49

Group 1 - Legendary investor Jim Rogers has completely divested from U.S. stocks, holding only stocks from two countries, one of which is China, and predicts the next U.S. crisis will be the most severe in his lifetime [1][6] - Rogers emphasizes that China is rising as a major global power, regardless of public opinion, and highlights the potential of various industries in China, particularly tourism [3][4] - He notes that despite the recent underperformance of the Chinese stock market, the outlook remains positive due to government support for economic development [4] Group 2 - Rogers expresses deep concern over U.S. debt issues, stating that many overlook the potential consequences, which could lead to severe outcomes [4][5] - He draws parallels between the current U.S. situation and the historical debt crisis faced by the UK in 1976, suggesting that the U.S. may not always maintain its leadership position [5] - The investor holds a pessimistic view on the future of U.S. stocks, indicating that the prolonged bull market since 2009 is unsustainable and a significant recession is imminent [6][7] Group 3 - In terms of asset allocation, Rogers maintains holdings in gold and silver, viewing them as safe havens during crises, although he is currently not purchasing more gold due to its high price [4] - He believes silver is undervalued compared to historical levels and is actively buying it [4] - Rogers advises that individuals should prepare for the future by ensuring their children learn Mandarin, as China is expected to be a crucial player in the 21st century [4]