中方连抛3820亿美债，美国担忧的事来了，关键时刻巴菲特清空中企股票，信号不简单

Core Insights - The ongoing financial and capital market competition between China and the U.S. has gained global attention, particularly highlighted by China's significant reduction of U.S. Treasury holdings, totaling approximately $53.7 billion from March to July, bringing its holdings to a recent low of $730.7 billion [1][3][8] - Warren Buffett's Berkshire Hathaway has completely divested from BYD, marking a significant shift in investment strategy amid concerns over U.S.-China relations and global economic uncertainties [5][6][8] Group 1: China's Actions - China's reduction of U.S. Treasury bonds is a strategic move to mitigate risks associated with over-reliance on dollar assets, especially in light of rising tariffs and the depreciation of the dollar [3][8] - The divestment reflects China's broader strategy of "de-dollarization," seeking to diversify its foreign exchange reserves and reduce vulnerability to U.S. financial sanctions [3][8] - China's actions indicate a shift in the global economic landscape, aiming to enhance the yuan's status in international trade while navigating the complexities of U.S.-China economic tensions [8] Group 2: Buffett's Investment Decisions - Buffett's complete exit from BYD, which had previously yielded nearly 40-fold returns since his initial investment in 2008, signals a cautious approach in response to the deteriorating U.S.-China relationship [5][6] - The decision to divest is influenced by the challenges posed by U.S. tariffs and the potential impact on Berkshire Hathaway's other businesses, reflecting a strategic adjustment to the current economic climate [5][6] - Buffett's withdrawal may prompt other foreign investors to reconsider their positions in Chinese companies, potentially affecting stock prices and market dynamics [6][8]