诡异信号：美元美股黄金比特币齐涨，如此反常意味着什么？

Group 1 - The recent financial market performance has defied traditional expectations, with the US dollar index, stock market, gold prices, and Bitcoin all rising simultaneously, indicating a structural change in the US debt market rather than just surface-level data [1][3] - The concept of "internalization" of US debt is highlighted, where the demand for US debt has shifted from foreign buyers to domestic players, leading to a disconnect in the global dollar circulation system [3][4] - This internalization has resulted in a paradox where the US experiences a surplus of dollars, driving up asset prices domestically, while the global market faces a dollar shortage, leading to liquidity crises [3][4] Group 2 - The article suggests that traditional commodities like silver and copper may not sustain price increases due to the changing economic environment, particularly for major exporters like China [4][6] - It emphasizes the importance of focusing on strategic assets and core capabilities rather than hoarding ordinary commodities, with gold and oil being prioritized for their monetary and processing value [6][7] - The need for China to enhance its capabilities in high-end chips and rare earth products is underscored, as these sectors are critical for long-term strategic value and competitiveness in the global market [6][9]