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中方大幅甩美债,鲁比奥要求尊重,美政府化身乞丐,恳求民众捐钱
Sou Hu Cai Jing· 2025-07-31 02:47
第二件事,是在咱们抛美债的节骨眼儿,美国国务卿鲁比奥突然说,"中美之间要互相尊重"。尊重这个词儿,在中美关系中是咱们说得多,现在鲁比奥引用 咱们的观点,看似释放善意,但其实没安好心。因为他紧接着就表示,"美国立场不可动摇"。什么意思?这种软中带硬的表态,折射出美国深陷战略困境:财 政吃紧逼得美国不得不放低姿态,比如特朗普罕见称赞中国禁毒合作,商务部长计划访华。但他们打压中国的小动作却未停歇,对台军售、封锁围堵行径照 旧。鲁比奥的"尊重"更像是钱袋子紧张时,既想伸手向中国要钱又不愿放下架子的尴尬表演。 中国抛售美债,美国人到底有多慌?为了稳住自家经济,美国政客又想出了哪些招? 最近,三件大事接连发生,像三记重拳把美国金融霸权砸了个底朝天。 第一件大事,就是中国大幅抛售美债,根据最新数据显示,中国手里只剩下 7563亿美元美债,是2009年以来的最低点。要知道,在2022年初咱们手里还有 超万亿美债,这两年多就甩掉了近3000亿。说明这不是临时起意,而是深思熟虑的"止血"行动。为啥?美国人太不靠谱,通胀居高不下,银行利息也高得吓 人,结果就导致美债价格像过山车。再加上特朗普政府频频对华商品加税,所以在五 月份,中 ...
21深度|美国“股债汇三杀”引爆信用危机,百年金融霸权终迎“落日余晖”?
Core Viewpoint - The article discusses the decline of U.S. financial hegemony, highlighting the impact of protectionist policies under President Trump, which have led to a loss of confidence in U.S. assets and a potential shift in the global monetary system [1][2][10]. Group 1: U.S. Financial Hegemony - The U.S. financial hegemony, established over decades, is facing unprecedented challenges due to trade protectionism and geopolitical shifts [6][10]. - The share of the U.S. dollar in global foreign exchange reserves has decreased from over 71% in the early 2000s to below 60% by the end of 2023, indicating a decline in global trust in the dollar [6]. - The U.S. has historically relied on its alliances to maintain the dollar's status, but recent unilateral actions have caused dissatisfaction among allies, prompting them to seek alternatives to the dollar [3][4]. Group 2: Impact of Protectionism - Trump's aggressive tariff policies are undermining the established multilateral trade order, leading other countries to explore alternative currencies for trade settlements [7][8]. - The potential implementation of the "Mar-a-Lago Agreement" could challenge the stability of U.S. Treasury securities and weaken the Federal Reserve's independence, further jeopardizing the dollar's reserve currency status [8][9]. - Countries like China and members of the EU are actively promoting the use of their currencies in international trade, which could diminish the dollar's dominance [7][9]. Group 3: Dollar's Credit Crisis - The current situation is characterized as a credit crisis for the dollar, with rising gold prices and other currencies appreciating against the dollar, reflecting a loss of confidence [5][6]. - The U.S. federal debt is projected to exceed $35 trillion by the end of 2024, with a debt-to-GDP ratio of 125%, raising concerns about the sustainability of the dollar [6]. - The use of the dollar for financial sanctions has made other countries wary of holding dollar-denominated assets, further eroding trust in the currency [6]. Group 4: Future Outlook - Analysts express concern that the current asset sell-off in U.S. markets may be just the beginning, with potential long-term implications for the dollar's status [7][9]. - If the U.S. fails to address its fiscal deficits and continues its current policies, the risk of a significant decline in the dollar's international standing could increase [9][10]. - The article warns that if the dollar's credit continues to deteriorate, U.S. Treasury securities may become problematic, leading to broader financial instability [9].