传奇投资家吉姆·罗杰斯清空美股持仓，警示美国将迎史上最严重经济危机

Group 1 - Jim Rogers has liquidated all his U.S. stock holdings and currently only holds stocks in China and another undisclosed country, predicting that the next U.S. economic crisis will be the worst in his lifetime [1][3] - Rogers highlights the U.S. debt issue, citing the 1976 British debt crisis as a historical parallel, emphasizing that high public debt and fiscal deficits can lead to a loss of investor confidence in government bonds [3] - The total U.S. federal debt has surpassed $38 trillion, with unemployment rising to 4.2% and a prolonged period of low interest rates due to quantitative easing, leading Rogers to believe the U.S. economy is in an "unusual prosperity" phase, with an impending recession that will be "beyond imagination" [3] Group 2 - In contrast to his U.S. stock sell-off, Rogers is increasing his investments in China, particularly in the tourism sector, which he believes is entering a golden age due to a surge in outbound travel demand [3][4] - Rogers praises the Belt and Road Initiative, likening its potential impact on the global economy to that of 19th-century railway construction [3][4] - He recalls the significant changes in China since his first visit in 1984, asserting that China will become the most important country of the 21st century and encourages future generations to learn Mandarin [4] Group 3 - Rogers maintains a preference for physical assets as safe havens, expressing interest in silver, which he views as undervalued, while remaining cautious about gold despite its high prices [4] - He acknowledges holding a significant amount of U.S. dollars as a tactical arrangement, anticipating that during a crisis, panic will drive funds into the dollar, although he does not consider it a true safe haven [4][5] - Rogers' investment philosophy reflects a contrarian approach, warning that when everyone is excited, it is typically a time to be concerned [5]