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美元命运早定格?如果美国衰落,犹太资本将转移到中国和这个国家
Sou Hu Cai Jing· 2025-12-20 11:47
美元,还能独霸天下多久? 明面上美国依旧扮演全球"老大",但底层结构早在松动。而最"聪明的钱",犹太资本似乎早就看穿这一 点,正准备换一张牌桌。 美元的命运,正在步英镑的后尘。 从英镑到美元,货币霸权的每一次更替,都脱不了国家实力的支撑。当年英国靠工业革命搞定了全球物 流和制造,英镑也自然成了贸易标配。但随之一战、二战连连重伤,财政崩、殖民地散,英镑神话一夜 塌方。 2025年10月,美国债务总额已经超38万亿美元,每天醒来第一件事就是继续发债。美国已经成了个"消 费国",2024年贸易逆差突破1.2万亿美元,制造业外流,自己造的东西越来越少,却天天刷信用卡买别 人的产品。 资本最怕的事情不是慢,而是不确定、不靠谱。而美元恰恰正在把这两个问题同时摆到桌面上。于是, 犹太资本动了。 这群人从来不是情绪化选手。他们经历过欧洲排犹、纳粹清洗、股票崩盘、科技创业,一直活到今天, 早就学会了冷眼世界局势。他们信的从来只有一个原则,哪里安全、哪里赚钱,钱就往哪儿流。 如果美元支撑不住,下一站,他们会把资本押在哪?答案已经在现有布局中逐渐显露:以色列和中国。 接棒的是靠原子弹、航母和华尔街起家的美元。1944年布雷顿森林会 ...
香飘飘亿元押注消费基金 产业资本崛起重塑创投格局
Xin Lang Zheng Quan· 2025-07-25 07:08
Group 1 - The core point of the article is that Xiangpiaopiao is actively investing in the venture capital space to adapt to the challenges in the bubble tea market, with a recent investment of 100 million yuan in a fund focused on the "big consumption" sector [1][2][3] - Xiangpiaopiao's recent investment marks its second foray into industry funds within three years, with the first being a 50 million yuan fund established in 2022 for the food and beverage sector [1][2] - The company’s investment of 100 million yuan is nearly half of its projected net profit for 2024, and combined with a cash dividend of 103 million yuan, these expenditures account for 80% of the expected net profit [1][2] Group 2 - The bubble tea market is facing significant challenges, with Xiangpiaopiao reporting a 9% decline in both revenue and net profit for 2024, and a further loss of 18.775 million yuan in Q1 2025 [2][3] - Despite the declining performance, Xiangpiaopiao holds 2.206 billion yuan in cash, providing a solid foundation for strategic investments [2][3] - The investment in the fund represents a shift from being an industry investor to a financial investor, with three key upgrades: increased investment size, professional collaboration with Jia Yu Capital, and an expanded focus on the broader "big consumption" ecosystem [2][3] Group 3 - The rise of industrial capital is evident, with traditional enterprises and listed companies actively participating in the venture capital market, particularly in Zhejiang province, where listed companies contributed over 1 billion yuan in June 2025 alone [4][5] - Xiangpiaopiao's investment aligns with a broader trend of industrial capital entering the market, as social LPs are becoming scarce due to market conditions [5][6] - The Chinese government is encouraging the involvement of social capital in the venture capital market, creating a favorable environment for companies like Xiangpiaopiao to invest [6][7] Group 4 - The consumption sector is experiencing a shift, with a four-year bear market in the consumption index, prompting institutional investors to reduce their exposure to this sector [7][8] - Policy initiatives aimed at boosting consumption are becoming a priority for economic growth, with a focus on service consumption as a key area for development [7][8] - Recent trends indicate a revival in the consumption market, with significant growth in the food delivery sector, suggesting potential opportunities for companies like Xiangpiaopiao [8]