罗杰斯：投资中国没问题，考虑做空美股

Group 1 - The U.S. stock market has maintained the longest bull run since 2009, and if the strong momentum continues, it will approach its limits. The focus is on increasing holdings in silver during market adjustments [1] - Jim Rogers believes that China has the potential to become the next hegemonic power and should accelerate its market opening to become fully open [1] - Japan's stock market is at a peak, but there are concerns about the long-term implications of high debt levels due to aggressive fiscal policies, which may lead to prolonged economic decline [2][5] Group 2 - The influx of easily accessible funds due to prolonged monetary easing has driven up stock prices in Japan, benefiting current stockholders, but there are warnings about the sustainability of this trend [4][5] - The new Japanese cabinet promotes aggressive fiscal policies, which may result in increased national and local government debt, making it difficult to achieve a surplus in the fiscal balance by 2026 [5] - Jim Rogers expresses skepticism about investing in AI-related stocks, citing a lack of understanding of the sector, despite acknowledging that AI will change the world [6]