金融战争
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豪赌中国先撑不住?没有收割到中国,美联储就是不降息
Sou Hu Cai Jing· 2025-08-04 03:30
Core Insights - The article discusses the unexpected resilience of the Chinese economy amidst the U.S. Federal Reserve's aggressive interest rate hikes, which have led to significant challenges for the U.S. economy itself [1][4]. Group 1: Economic Resilience - China's economy is described as stable and robust, defying expectations that it would falter under Western monetary pressure [1][3]. - The Chinese government has effectively utilized its $3 trillion foreign exchange reserves to stabilize its markets, countering foreign sell-offs in A-shares with support from state-owned funds [3][4]. Group 2: U.S. Economic Challenges - The U.S. faces a staggering $36 trillion debt burden, with annual interest payments exceeding $1.5 trillion, which is more than the entire military budget [4]. - The commercial real estate market in the U.S. is experiencing a crisis, with office vacancy rates reaching 29% and property values plummeting by 30% [4]. Group 3: Global Financial Dynamics - The article highlights a shift in global financial dynamics, with countries increasingly opting for transactions in currencies other than the U.S. dollar, particularly the Chinese yuan [6]. - The failure of the Federal Reserve's monetary strategy is leading to a reevaluation of global trading rules, as countries seek alternatives to the dollar-dominated system [6].
48小时内,美国3次对华摊牌,逼中企摘牌退市,特朗普圈定新战场
Sou Hu Cai Jing· 2025-05-06 06:50
Group 1 - The U.S. Securities and Exchange Commission (SEC) has taken action against certain Chinese companies, demanding delisting due to non-compliance with audit transparency requirements, indicating a serious escalation in financial warfare against China [3][5] - The U.S. aims to create panic among international investors and Chinese companies regarding their future in the U.S. market, which is seen as a strategy to weaken the competitive edge of Chinese firms in the international capital market [5][7] - The U.S. is intensifying its technology decoupling efforts, with reports indicating that it is defining technology restrictions specifically targeting China, including blacklisting certain high-tech companies [7][9] Group 2 - The U.S. is attempting to sever ties in the high-tech sector, particularly targeting companies like Huawei in telecommunications and applying pressure on China's semiconductor industry, aiming to restrict access to critical technology areas [7][9] - Despite these efforts, China's technological development capabilities have proven resilient, and the country is expected to find solutions to overcome challenges posed by U.S. restrictions [9][11] - The geopolitical strategy employed by the U.S. to isolate China may not yield the desired results, as many countries are increasingly inclined to cooperate with China rather than the U.S. [11][13] Group 3 - The series of actions taken by the U.S. against China can be interpreted as a strategic move to divert attention from domestic issues, such as the pandemic and economic recession, by creating an external adversary [13][15] - The U.S. underestimates China's strategic resilience and ability to respond calmly to provocations, suggesting that the future U.S.-China competition will continue to escalate [15][17] - The ongoing confrontation is unlikely to resolve easily, and the outcome may depend more on strategic wisdom than on sheer strength, with both sides needing to navigate the complexities of their relationship carefully [17]