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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
北京的反击更令美联储措手不及。上千亿美元国债被果断抛售,全球市场黄金被批量买进,如今中国国库中堆积的黄金若做成城墙,足以将整个曼哈顿围得 水泄不通。更让美元霸权阵痛的是,从东南亚机械厂到非洲矿山,一句"可否用人民币结算"正成为新兴市场的交易惯用语。当硬资产替代美债,本币结算冲 击美元——收割计划遭遇的不仅是防御,更是釜底抽薪的绝地反攻! 就在美联储对中国虎视眈眈之时,高息绞索却正深深勒进美国经济的脖颈。华盛顿国会山的幕僚看着36万亿美元债台手脚发凉——这庞然大物每年仅利息就 要榨取1.5万亿美元,远超五角大楼的全年军费。这相当于每个美国人身上被挂上三张刷爆的信用卡! 当美联储加息大棒挥舞到第七个月,把联邦利率死死焊在历史高位时,华盛顿决策层眼睛一直紧紧盯着东方——他们要赌的,是中国经济会在西方利率机器 反复施压中率先倒下。然而如今赌盘已开,牌桌上的形势却让华尔街窒息:中国经济稳如泰山,反而是高举加息旗的美利坚,自身已被利刃反噬得满身伤 口。 赌局逻辑崩塌:中国为何成了美联储割不动的硬骨头? 这场赌局的剧本原是华尔街拿手的"镰刀三部曲":加息引全球美元回流→逼迫他国汇率崩盘→抄底廉价核心资产。1997年亚洲金融 ...
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]