中国突然抛售1829亿元美债，美国要慌了！

Core Insights - The U.S. Treasury reported that China significantly reduced its holdings of U.S. Treasury bonds by $25.7 billion in July 2025, bringing its total holdings down to $730.7 billion, the lowest level since 2009 [1] - Concurrently, the People's Bank of China has been increasing its gold reserves for ten consecutive months, indicating a strategic shift towards diversifying foreign exchange reserves and mitigating risks associated with U.S. Treasury bonds [3] Group 1 - China's substantial reduction in U.S. Treasury holdings reflects a growing perception of the U.S. as an unreliable debtor, particularly in light of the U.S. government's frequent financial sanctions and the freezing of foreign reserves [3] - The U.S. national debt has surpassed $35 trillion and continues to grow rapidly, raising concerns about the safety of U.S. Treasury bonds as a secure asset [3] - China's ongoing accumulation of gold is seen as a preparation for potential international financial turmoil, as gold is viewed as a stable asset that does not rely on any country's credit [3] Group 2 - The actions taken by China signify a profound shift in its financial strategy, moving away from dependence on the U.S. dollar system towards a more diversified foreign exchange reserve strategy [5] - The reduction in U.S. Treasury holdings is not an isolated incident; other countries, including Japan, Belgium, and Luxembourg, are also decreasing their U.S. bond holdings, indicating a broader trend of de-dollarization [5] - The international community's trust in U.S. dollar hegemony is eroding, as evidenced by the actions of traditional U.S. allies like Saudi Arabia and Israel, who are also reducing their U.S. bond holdings [5] Group 3 - The shift towards a multi-polar world necessitates a diversified monetary system, and continued U.S. financial hegemony could accelerate the decline of the dollar's dominance [7] - China's strategy of reducing U.S. Treasury holdings and increasing gold reserves serves to enhance national financial security and contribute to a more equitable international financial order [7] - The current global financial landscape is prompting countries to reconsider their reliance on the U.S. dollar, advocating for a more balanced approach to international finance [7]