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传奇投资家吉姆·罗杰斯清空美股持仓,警示美国将迎史上最严重经济危机
Huan Qiu Wang· 2025-08-03 01:59
Group 1 - Jim Rogers has liquidated all his U.S. stock holdings and currently only holds stocks in China and another undisclosed country, predicting that the next U.S. economic crisis will be the worst in his lifetime [1][3] - Rogers highlights the U.S. debt issue, citing the 1976 British debt crisis as a historical parallel, emphasizing that high public debt and fiscal deficits can lead to a loss of investor confidence in government bonds [3] - The total U.S. federal debt has surpassed $38 trillion, with unemployment rising to 4.2% and a prolonged period of low interest rates due to quantitative easing, leading Rogers to believe the U.S. economy is in an "unusual prosperity" phase, with an impending recession that will be "beyond imagination" [3] Group 2 - In contrast to his U.S. stock sell-off, Rogers is increasing his investments in China, particularly in the tourism sector, which he believes is entering a golden age due to a surge in outbound travel demand [3][4] - Rogers praises the Belt and Road Initiative, likening its potential impact on the global economy to that of 19th-century railway construction [3][4] - He recalls the significant changes in China since his first visit in 1984, asserting that China will become the most important country of the 21st century and encourages future generations to learn Mandarin [4] Group 3 - Rogers maintains a preference for physical assets as safe havens, expressing interest in silver, which he views as undervalued, while remaining cautious about gold despite its high prices [4] - He acknowledges holding a significant amount of U.S. dollars as a tactical arrangement, anticipating that during a crisis, panic will drive funds into the dollar, although he does not consider it a true safe haven [4][5] - Rogers' investment philosophy reflects a contrarian approach, warning that when everyone is excited, it is typically a time to be concerned [5]
华尔街传奇大佬:已清空所有美国股票,目前持有中国股票和黄金白银!特朗普“对等关税”引恐慌,美股美元跳水,金价飙升
Mei Ri Jing Ji Xin Wen· 2025-08-02 09:45
Group 1 - Jim Rogers, a legendary investor, has completely liquidated all U.S. stocks and currently holds stocks from only two countries, one of which is China [1][5] - Rogers is optimistic about the tourism industry in China, stating that it has significant potential as Chinese citizens are increasingly traveling abroad [3][4] - He believes that China will be the most important country in the 21st century and emphasizes the need for future generations to learn Mandarin [3][4] Group 2 - Rogers holds gold and silver as part of his asset allocation, viewing them as safe havens during economic crises, although he is currently not buying more gold due to its high price [4] - He expresses deep concern over the U.S. debt situation, suggesting that the perception of safety regarding U.S. debt may change if the country's leading position declines [4][5] - Rogers predicts that the next U.S. economic crisis will be the most severe he has ever witnessed, following a prolonged bull market since 2009 [4][5] Group 3 - The U.S. stock market experienced significant declines due to President Trump's new tariff policies and disappointing employment data, with the Dow Jones Industrial Average dropping by 542.4 points [6][7] - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest since 1934, which is expected to negatively impact GDP growth and increase household expenses [12][14] - Experts warn that the combination of tariff policies and weak employment data may lead to further declines in the U.S. stock market and increased pressure on consumers and businesses [13][16][20]
已清空所有美股!罗杰斯:下一次美国危机将是我有生以来最严重的
Zhong Guo Ji Jin Bao· 2025-08-02 06:50
Group 1 - Jim Rogers holds stocks in only two countries globally, with China being one of them, having liquidated all U.S. stocks [1] - He expresses a strong belief that the next U.S. crisis will be the most severe of his lifetime [5][6] - Rogers emphasizes that China is rising as a major global power, regardless of differing opinions [3] Group 2 - Rogers is optimistic about various sectors in China, particularly the tourism industry, citing a historical lack of travel among Chinese people and a growing desire to explore the world [4] - He acknowledges the potential of the "Belt and Road" initiative to transform global dynamics [4] - Despite recent underperformance in the Chinese stock market, he believes in a bright future supported by government measures [4] Group 3 - Rogers expresses deep concern over U.S. debt issues, warning that ignoring this problem could lead to severe consequences [5] - He draws parallels between the current U.S. situation and historical debt crises, such as the one faced by the UK in 1976 [5] - He criticizes the prevailing attitude in Washington that downplays the significance of U.S. debt due to its perceived strength [5] Group 4 - The outlook for U.S. stocks is pessimistic, with Rogers predicting an extraordinary recession following an unprecedented bull market since 2009 [6] - He notes that the Federal Reserve's extensive money printing and historically low interest rates are unsustainable [6] - Rogers maintains a significant amount of U.S. dollars, anticipating that they will be viewed as a safe haven during the next crisis, despite his personal skepticism about their safety [6]
已清空所有美股!传奇投资家Jim Rogers重磅发声,“下一次美国危机将是我有生以来最严重的”
Zhong Guo Ji Jin Bao· 2025-08-02 05:54
Group 1 - Legendary investor Jim Rogers has completely divested from U.S. stocks and currently holds stocks from only two countries, one of which is China, indicating a strong belief in China's rising global influence [1] - Rogers emphasizes that the next U.S. crisis will be the most severe in his lifetime, highlighting concerns over U.S. debt and economic stability [4][6] - He believes that all sectors in China have potential, with a particular focus on the tourism industry, which he sees as having significant growth prospects due to increasing outbound travel from Chinese citizens [3] Group 2 - Rogers points out the importance of the "Belt and Road" initiative, suggesting it will transform global trade and infrastructure similar to historical railway expansions [3] - He holds gold and silver as part of his asset allocation, viewing them as safe havens during crises, although he is currently not purchasing more gold due to its high price, while considering silver to be undervalued [3] - The investor expresses a critical view of Washington's perception of U.S. debt, arguing that complacency regarding debt levels could lead to severe consequences, drawing parallels to historical debt crises in other nations [4][6]
传奇投资家Jim Rogers重磅发声:已清空所有美股
Zhong Guo Ji Jin Bao· 2025-08-02 05:49
Group 1 - Legendary investor Jim Rogers has completely divested from U.S. stocks, holding only stocks from two countries, one of which is China, and predicts the next U.S. crisis will be the most severe in his lifetime [1][6] - Rogers emphasizes that China is rising as a major global power, regardless of public opinion, and highlights the potential of various industries in China, particularly tourism [3][4] - He notes that despite the recent underperformance of the Chinese stock market, the outlook remains positive due to government support for economic development [4] Group 2 - Rogers expresses deep concern over U.S. debt issues, stating that many overlook the potential consequences, which could lead to severe outcomes [4][5] - He draws parallels between the current U.S. situation and the historical debt crisis faced by the UK in 1976, suggesting that the U.S. may not always maintain its leadership position [5] - The investor holds a pessimistic view on the future of U.S. stocks, indicating that the prolonged bull market since 2009 is unsustainable and a significant recession is imminent [6][7] Group 3 - In terms of asset allocation, Rogers maintains holdings in gold and silver, viewing them as safe havens during crises, although he is currently not purchasing more gold due to its high price [4] - He believes silver is undervalued compared to historical levels and is actively buying it [4] - Rogers advises that individuals should prepare for the future by ensuring their children learn Mandarin, as China is expected to be a crucial player in the 21st century [4]
已清空所有美股!传奇投资家Jim Rogers重磅发声,“下一次美国危机将是我有生以来最严重的”
中国基金报· 2025-08-02 05:33
Core Viewpoint - Jim Rogers currently holds stocks in China and has sold all his US stocks, predicting that the next US crisis will be the worst in his lifetime [1][7]. Group 1: Investment Outlook - Jim Rogers believes that China is rising as a major global power, regardless of public opinion [3]. - He is optimistic about the tourism industry in China, stating that it has significant potential as Chinese citizens are increasingly traveling abroad [6]. - Despite the recent underperformance of the Chinese stock market, Rogers sees a bright future for China, supported by government measures to boost economic development [6]. Group 2: Economic Concerns - Rogers expresses deep concern over the US debt issue, warning that ignoring it could lead to severe consequences [8]. - He draws parallels between the current US situation and the UK's past debt crisis, suggesting that the US may not always maintain its leadership position [8]. - The investment community's complacency regarding US debt is criticized, as Rogers believes that the next economic downturn will be unprecedented [9]. Group 3: Asset Allocation - Rogers holds gold and silver as safe-haven assets, noting that while gold prices are at historical highs, silver is currently undervalued [6]. - He plans to buy more gold if prices drop, indicating a strategic approach to asset allocation [6]. - The expectation of a future crisis leads Rogers to maintain a significant amount of US dollars, anticipating that many will seek it as a safe haven [10].
已清空所有美股!传奇投资家Jim Rogers重磅发声 “下一次美国危机将是我有生以来最严重的”
Zhong Guo Ji Jin Bao· 2025-08-02 05:27
Core Viewpoint - Jim Rogers holds a positive outlook on Chinese stocks, particularly in the tourism sector, while expressing deep concerns about an impending severe economic crisis in the United States [1][7]. Group 1: Investment in China - Jim Rogers currently holds stocks in China and has liquidated all his U.S. stocks, indicating a strong belief in China's growth potential [1][5]. - He emphasizes that all sectors in China have potential, with tourism being particularly promising due to the increasing desire of Chinese citizens to travel abroad and foreign interest in China [5][6]. Group 2: Economic Outlook - Rogers predicts that the next U.S. economic crisis will be the most severe of his lifetime, citing the unsustainable nature of the current economic boom and the historical patterns of debt repayment [7][8]. - He expresses concern over the U.S. debt situation, warning that complacency regarding debt could lead to significant consequences, drawing parallels to past economic shifts in other countries [7][8]. Group 3: Asset Allocation - In terms of asset allocation, Rogers holds gold and silver, viewing them as safe havens during crises. He notes that while he is not currently buying more gold due to high prices, he finds silver undervalued and is purchasing it [6][8]. - He maintains a significant amount of U.S. dollars, anticipating that during the next crisis, people will seek refuge in the dollar, despite his belief that it may not be a true safe haven [8].