金融防御
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俄3000亿资产不保,中国抛美债增持黄金,是防美国冻资产的后手!
Sou Hu Cai Jing· 2025-10-27 01:48
可见那些抛出或将要抛出的"美债"的钱,都早就被央行"悄悄"地收了,现在就藏在了央行的"仓库"里了,这就好比你将自己的钱交给了银行,银行既能保证你的 钱的安全,还能给你高的存款利息,那么你就真真切切地把自己的钱交给了银行,也就真真切切地将自己的钱交给了银行的"仓库"里了!在近11个月的连续 增长背景下,截至2025年9月,中国的黄金储备已再次刷新了新高,达到了惊人的7406万盎司(合约2304吨的黄金)。 随着西方的出手一纸制裁令,俄罗斯的3万亿美元的海外资产几乎都被瞬间给"冻结"了起来,俄罗斯的经济又一次经受了西方的打击。但更不幸的是,这笔 巨款不仅把本金都扣了个精光,就连从中产生的利息也都被一并转给了乌克兰。 但这场"金融闪电战"却让全球各国都在背后为自己的钱都能不能"冻"而发抖:今天能把俄罗斯的钱都给冻结了,明天就不知道会不会轮到我自己的钱 都"冻"了呢? 中国行动快得惊人。美国财政部最新数据显示,中国持有的美债规模已跌至7307亿美元,创下2009年以来新低。光是2025年7月一个月就抛了257亿美元。这 不是偶然操作,而是一场持续数年的战略撤退——相比2013年时中国手握1.3万亿美元美债,如今规模几 ...
中国减持5484亿美债,囤粮囤油开启新布局,盖茨所言正成现实
Sou Hu Cai Jing· 2025-07-21 05:50
Group 1 - The article discusses a silent financial revolution led by China, aiming to create a "dual insurance" system to break free from the dollar's dominance, a result of a decade-long effort [1] - The rise of the Renminbi (RMB) is highlighted, with significant developments such as the introduction of RMB-denominated lithium futures and a new oil contract with Saudi Aramco that includes a floating RMB settlement mechanism [2] - The share of RMB in global central bank reserves has doubled to 3.8% over the past five years, with emerging markets like Argentina and Egypt increasingly using RMB for debt repayments [2] Group 2 - China has strategically reduced its holdings of U.S. Treasury bonds, selling $9 billion in May and bringing its total holdings to $756.3 billion, the lowest in 16 years [4] - The country has also significantly increased its strategic reserves, with grain purchases exceeding 400 million tons and a new oil reserve plan aiming to add 8 million tons by March 2025 [4] - The People's Bank of China has been accumulating gold, with total reserves nearing 2,000 tons, representing 6.7% of its foreign exchange reserves, as a strategy to mitigate financial risks [4] Group 3 - The article emphasizes China's technological self-reliance, showcasing its dominance in rare earth processing and the global market share of its electric vehicles and solar components [8] - The narrative suggests that U.S. technology sanctions have inadvertently strengthened China's technological ecosystem, leading to a more robust position in global markets [8] Group 4 - The article posits that the existing dollar-denominated financial products are at risk due to the rising expectations of RMB appreciation, while China has transitioned to a new financial defense system anchored in strategic reserves [9] - The conclusion reflects a shift in global perception of value, emphasizing that true worth lies in tangible assets like food, energy, and technology rather than just currency [9]