Group 1 - Jim Rogers, a legendary investor, has completely liquidated all U.S. stocks and currently holds stocks from only two countries, one of which is China [1][5] - Rogers is optimistic about the tourism industry in China, stating that it has significant potential as Chinese citizens are increasingly traveling abroad [3][4] - He believes that China will be the most important country in the 21st century and emphasizes the need for future generations to learn Mandarin [3][4] Group 2 - Rogers holds gold and silver as part of his asset allocation, viewing them as safe havens during economic crises, although he is currently not buying more gold due to its high price [4] - He expresses deep concern over the U.S. debt situation, suggesting that the perception of safety regarding U.S. debt may change if the country's leading position declines [4][5] - Rogers predicts that the next U.S. economic crisis will be the most severe he has ever witnessed, following a prolonged bull market since 2009 [4][5] Group 3 - The U.S. stock market experienced significant declines due to President Trump's new tariff policies and disappointing employment data, with the Dow Jones Industrial Average dropping by 542.4 points [6][7] - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest since 1934, which is expected to negatively impact GDP growth and increase household expenses [12][14] - Experts warn that the combination of tariff policies and weak employment data may lead to further declines in the U.S. stock market and increased pressure on consumers and businesses [13][16][20]
华尔街传奇大佬:已清空所有美国股票,目前持有中国股票和黄金白银!特朗普“对等关税”引恐慌,美股美元跳水,金价飙升
Mei Ri Jing Ji Xin Wen·2025-08-02 09:45