2025年全球金融圈最炸裂的一幕出现了：澳大利亚工党政府公开拒绝配合美国"联美排华"，直言"中国重要性强美国十倍"！ 一边是中国连续15个月抛售美债，成批黄金直运上海金库；另一边，美国财长连夜致电北京，特朗普威胁盟友加税却遭反呛。 澳大利亚对华出口额是美国的10倍，当中国手握7000亿美债成美国"命门"，这场经济博弈的本质早已不是贸易战，而是霸权逻辑与生存理性的终极对决。 一、美债抛售潮：中国如何用"金融武器"反制美国霸权？ 中国单月减持美债119亿美元，全年累计抛售573亿美元，持仓量跌至7590亿美元，这是自2008年金融危机以来最低水平。 中国抛售的不仅是美债，更是对美元霸权的釜底抽薪。 2025年3月，成批黄金通过专机从纽约联储金库直飞上海，中国黄金储备突破2279吨，连续18个月增持。 人民币跨境支付系统（CIPS）覆盖180国，处理量同比激增42%，中东石油人民币结算占比突破12%。 二、澳大利亚反水：10倍贸易差下的"经济理性觉醒" 当特朗普计划对澳大利亚钢铝加税时，澳贸易部长法雷尔的反击震惊世界："中国是'钞能力'十倍的客户，我们绝不联美排华！ " 数据揭示现实：2023-2024财年，澳大利 ...

Core Viewpoint - The global trade and payment landscape is undergoing significant changes due to the tariff policies initiated by Trump, leading to a surge in cross-border payment activities and a notable rise in capital markets [1][5][13]. Group 1: Market Performance - The cross-border payment sector has seen explosive growth, with several stocks experiencing significant gains, including New Morning Technology and Youbo Xun, which both hit the 20% limit up [1][2]. - As of the latest trading day, the cross-border payment concept has accumulated a rise of over 17% in the past 11 trading days since April 8 [3]. Group 2: Currency Dynamics - The US dollar index has recently fallen below the 99 and 98 thresholds, marking its lowest point since March 2022, with a year-to-date decline of nearly 10% [5][7]. - This decline in the dollar is seen as a historic collapse, with the index failing to maintain the 100 mark for the sixth time since the Bretton Woods system ended in 1973 [6][7]. Group 3: Policy Developments - A joint action plan was released by the People's Bank of China and other regulatory bodies to enhance cross-border financial services in Shanghai, which includes improving the functionality and global coverage of the Renminbi Cross-Border Payment System (CIPS) [9][10]. - The Renminbi has become the third-largest trade financing currency globally, with over 40 countries signing bilateral currency swap agreements with China [11]. Group 4: Future Outlook - Analysts suggest that the ongoing US-China tariff disputes may accelerate the internationalization of the Renminbi and reshape the global trade and payment landscape [13][14]. - The establishment of new cross-border payment systems centered around the Renminbi, such as CIPS, mBridge, and BRICS Pay, is expected to drive growth in the cross-border payment industry [13][14].