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特朗普签署10万美元,关税冲击加大,中国再减美债257亿美元
Sou Hu Cai Jing· 2025-09-21 22:48
美国H-1B签证新规惹争议,中国削减美债黄金储备成焦点 近期,美国总统特朗普签署一项备受瞩目的行政令,针对H-1B工作签证申请人祭出高昂的申请费用——每人每年高达10万美元,否则将不允许 入境。此举意味着H-1B签证的成本一夜之间飙升了20倍。据统计,目前在美国持有H-1B签证工作的60万外籍人士中,有7.02万为中国人。 消息传出后,微软、摩根大通、亚马逊等美国科技巨头迅速采取行动,连夜向旗下持H-1B签证的员工发出通知,要求他们尽量留在美国境内, 或尽快返回美国。这些企业深切担忧,一旦员工身处美国境外,将可能面临巨额的费用负担,使其重新入境美国变得困难重重。 H-1B签证本是为了满足美国企业在特定专业技术领域人才短缺而设立的,允许企业引进国内难以寻觅的专业外籍技术人员填补职位空缺。该签 证尤其受到美国科技企业的青睐,每年8.5万个的名额配额采用抽签制度进行分配。 从H-1B签证的国籍分布来看,印度是最大的受益国,占据了每年名额的七成以上。中国约占11.7%,主要集中在科研、金融以及高等教育等领 域。美国商务部长卢特尼克对此表示,企业应优先培训美国本土大学毕业生,而非引进外国人来"抢走"美国人的工作。 特朗 ...
7月减持257亿美元,中国美债持仓再创新低
Di Yi Cai Jing· 2025-09-19 14:55
Group 1 - China has reduced its holdings of U.S. Treasury bonds for the fourth time since 2025, with a significant reduction of $25.7 billion in July, bringing its total holdings down to $730.7 billion, the lowest level since 2009 [1] - The trend of reducing U.S. Treasury holdings has been ongoing for several years, with reductions of $173.2 billion in 2022, $50.8 billion in 2023, and $57.3 billion in 2024 [1] - In 2025, the reduction pace has intensified, with alternating months of increases and decreases, but primarily focused on reductions [1] Group 2 - In July, while Japan and the UK increased their U.S. Treasury holdings, China's reduction was particularly notable [2] - Factors contributing to China's reduction include U.S. tariff policies causing market panic and concerns over the U.S. fiscal situation, leading to a sell-off of long-term U.S. bonds [2] - The credibility of the U.S. dollar has been severely impacted due to domestic tax cuts and increased spending under the Trump administration, as well as questions regarding the independence of the Federal Reserve [2] Group 3 - In contrast to the reduction in U.S. Treasury holdings, the People's Bank of China has been steadily increasing its gold reserves, continuing a trend that began in late 2022 [3] - As of August 2025, China has increased its gold reserves for ten consecutive months, even in a high gold price environment [3] - The strategy of reducing U.S. Treasury holdings while increasing gold reserves aligns with the principle of maximizing returns on reserve assets amid global economic uncertainties [3][4] Group 4 - The diversification of asset allocation is a fundamental principle that China needs to follow in optimizing its reserve asset structure [4]