特朗普没有想到，中方连抛3820亿美债后，日本也投下“金融核弹”

Group 1 - The core viewpoint of the article highlights the escalating financial rivalry between China and the United States, particularly in the context of recent interest rate cuts by the Federal Reserve and subsequent actions by China and Japan [1][3]. - China has significantly reduced its holdings of U.S. Treasury bonds, with a total reduction of $53.7 billion (approximately 382 billion RMB) in the past four months, indicating a strategic shift in its foreign asset management [3][5]. - Japan's unexpected decision to gradually sell its exchange-traded funds (ETFs) and real estate investment trusts (J-REITs) is seen as a major disruption, potentially affecting the Federal Reserve's interest rate decisions and reflecting a shift in Japan's monetary policy due to persistent inflation pressures [5]. Group 2 - The article notes that the recent phone communications between U.S. and Chinese leaders suggest a potential thaw in relations, yet the financial sector remains a battleground, with China actively diversifying its foreign exchange assets and increasing gold reserves [3]. - The U.S. is facing dual pressures from both China and Japan, with the prolonged intervals in trade negotiations indicating a need for the Trump administration to pivot from confrontation to pragmatic cooperation to alleviate economic pressures [5]. - The ongoing financial rivalry is poised to reshape the global economic landscape, prompting countries to closely monitor developments and adjust their economic strategies accordingly [5].