芯片圈炸锅了！安世半导体中国子公司突然恢复对华供货，表面是救市，实则是中美科技战下的"人民币突围战"。全球供应链一夜分裂，这场内战背后，藏 着三个不得不说的真相。 供应链彻底"分家"，国内国外两套体系，安世中国子公司这波操作，说白了就是"断臂求生"。出口禁令卡死，中国作为全球最大芯片消耗市场（2023年国内 芯片进口额超4000亿美元），一旦断供，国内车企、手机厂全得停摆。子公司赶紧恢复供货，还用人民币结算，明摆着要保住自家饭碗。 结果就是：安世彻底裂变成两家公司。国内靠人民币活，服务内需；海外抱欧美大腿，搞技术封锁。以后想合并？门都没有！ 参考数据：2023年人民币跨境支付系统（CIPS）处理金额增长34%，但占全球份额仍不足4%。安世这步棋若成功，相当于在高科技领域给人民币开了条血 路。对比美元结算，企业能省下2?%的汇兑损失，但风险是可能被美国盯上反制。说白了，这就是一场微型货币战争，输赢影响整个科技圈！ 这次交易全部用人民币结算，可不是图方便——这是直接捅了美元霸权的刀子！美国最狠的一招就是SWIFT系统制裁，用美元交易分分钟被掐喉。安世中国 改用人民币，等于自己建了条"金融防火墙"。 最狗血的是，荷 ...

Group 1 - The recent surge in US Treasury yields, surpassing 5%, has triggered a sell-off in the bond market, affecting not only the US but also the UK, Italy, and France [3][4] - The influx of corporate bonds, with an expected issuance of $150 billion to $180 billion in September alone, has diverted investor funds away from US Treasuries, contributing to the sell-off [3] - Concerns over government fiscal health post-pandemic have intensified, leading investors to sell off government bonds, which in turn has driven bond prices down and yields up [4] Group 2 - The rise in US Treasury yields has put pressure on the Chinese yuan, as the interest rate differential between the US and China widens, making US assets more attractive [6] - The outflow of capital from China due to higher US yields reduces demand for the yuan, contributing to its depreciation against the dollar [6] - The yuan has recently approached the psychological level of 7.1 against the dollar, reflecting the impact of US Treasury yield fluctuations [6] Group 3 - The US dollar's dominance in the global financial system means that changes in the Federal Reserve's monetary policy have significant implications for other countries' monetary policies and exchange rates [7] - In response to the pressures from US monetary policy, the People's Bank of China is employing various strategies to stabilize the yuan, including market interventions and promoting the internationalization of the yuan [7] - Other countries, such as Japan and the Eurozone, are also adjusting their monetary policies in response to the US dollar's fluctuations, indicating a broader currency competition [7]