美债市场"输血管"断裂的危机已迫在眉睫。当前，30%的29万亿美元美债由外国投资者持有，相当于在美国金融心脏上插着一根随时可能被拔掉的输血 管。波士顿联储前掌门人Eric Rosengren的警告正在应验：当日本央行持续减持美债、沙特主权基金转投黄金、欧洲央行将黄金储备占比提升至18%，美 元作为全球储备货币的根基正被持续抽空。更致命的是，美国30年期房贷利率仍维持在3%的历史低位，这一"金融永动机"的运转完全依赖外国资本输 血，而如今，这个资金池正以每周百亿美元的速度干涸。 当特朗普时期"抽风式"关税政策余波未散，美债市场正以更猛烈的抛售潮宣告美元霸权时代的结构性裂痕。日本私人投资者单周狂抛175亿美元美债，创 下2024年美国大选后最大撤资规模；4月美债拍卖会上，外国买家席位空置率突破50%，创十年来最冷清纪录。这场始于财政失信、终于信任崩塌的金融 风暴，正将美国经济拖向"金融末日"的边缘。 美联储货币政策反复横跳，则成为压垮信任的最后一根稻草。从2022年暴力加息525基点抗通胀，到2024年突然转向降息预期保增长，美联储政策独立性 遭受空前质疑。日本央行行长植田和男公开批评"美联储朝令夕改破坏全球金融 ...

声明：本文内容均是根据权威资料，结合个人观点撰写的原创内容，文末已标注文献来源及截图，请知悉 特朗普这回算是被美债逼到绝路了。 看着账本上36万亿的窟窿，再摸摸兜里叮当响的美国国库，这位总统算是把不要脸玩出了新高度，竟然想着抄萨达姆作业，要弄死自家最大的债主。 马斯克顶着效率委员会主任的头衔，满心以为能帮国家省钱。 结果查账查到医疗社保和军工集团的头上，立马被骂得狗血淋头，这帮人可是连总统都敢暗杀的狠角色，马斯克查他们简直是嫌命长。 干了没两个月马斯克就撂挑子不干了，连夜坐车回特斯拉总部，连办公室的咖啡机都来不及搬走，这也标志着美国的改革彻底宣告失败，特朗普的节流措施 告吹。 这事儿得从特朗普接手的烂摊子说起。 刚坐上总统宝座没几天，特朗普打开国库账本差点没背过气去：36万亿美元债务，每天光利息就得还几十亿，这哪是过日子，分明是天天给债主打工。 怪不得拜登一卸任立马耳朵不聋了，身体也精神了，感情美国总统根本不是人干得活。 要换成普通人早就跑路了，可特朗普能咋办？自己选的路，跪着也要走完，于是特朗普战战兢兢开始了自己的第二任期。 说到搞钱，特朗普首先想的是节流，把马斯克架出来当挡箭牌，然后自己在后面坐收渔翁之利 ...

Group 1 - President Trump expressed dissatisfaction with the Federal Reserve's pace of interest rate cuts but has no plans to dismiss Chairman Powell, urging more aggressive action on interest rates [1] - Treasury Secretary Mnuchin indicated that the current tariff stalemate is unsustainable and expects a resolution in the near future, with Trump acknowledging that tariffs on Chinese imports are too high and likely to be significantly reduced [1][4] - The recent changes in the Trump administration's stance on tariffs have been evident since the suspension of reciprocal tariffs on April 10, with a shift in influence from trade representative Navarro to Mnuchin, who advocates for lower tariffs and interest rates [4][5] Group 2 - The easing of risk aversion led to a significant rise in U.S. stock markets, with the Dow Jones up 2.66%, Nasdaq up 2.71%, and S&P 500 up 2.51%, while the Nasdaq Golden Dragon China Index rose 3.69% [2] - Following the tariff easing, the market's risk appetite improved, leading to a sell-off in previously favored domestic stocks, while sectors like AI and robotics gained strength [7] - The robotics sector experienced a surge, with Tesla's CEO Musk announcing plans for millions of fully autonomous vehicles and thousands of Optimus robots in production by the end of the year, projecting an annual production of one million Optimus robots by 2029 or 2030 [7][8] Group 3 - The market saw a significant sell-off of U.S. assets, with discussions around the potential decline of the dollar's dominance, prompting a necessary compromise from the Trump administration [7][11] - Major sectors leading the market included automotive, machinery, telecommunications, and electrical equipment, while sectors like retail, agriculture, real estate, and beauty care lagged behind [13]