中方连出3招：抛257亿美债，还封杀美芯片，马斯克：美基本没救了

Group 1 - The core viewpoint highlights the impact of the Trump administration's tariff policies on U.S. soybean prices, leading Chinese buyers to shift towards more cost-effective suppliers like Brazil, while also expanding domestic soybean cultivation in China [1] - The trade pressures not only affect U.S. farmers but also reveal vulnerabilities in the U.S. global supply chain [1] - In the financial sector, China has notably reduced its holdings of U.S. Treasury bonds, decreasing by $25.7 billion in July to a total of $730.7 billion, the lowest level since 2009 [1] Group 2 - This reduction marks the fourth time in 2023 that China has cut its U.S. Treasury bond holdings, with cumulative reductions exceeding $280 billion since April 2022 [1] - In contrast, the UK and Japan have increased their U.S. Treasury bond holdings, with the UK adding $41.3 billion to reach $899.3 billion and Japan increasing to $1.151 trillion [1] - The long-term trend indicates that the U.S. is becoming increasingly reliant on allies to maintain stability in the debt market, while China is actively reducing risk and decreasing its dependence on the dollar [1]