阳极石墨

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中国抛280亿美债,美国就对石墨加税,卡尔文森号航母开进了南海
Sou Hu Cai Jing· 2025-07-21 09:11
美国财政部刚公布了一组数字,说外国投资者手里捏着的美国国债,总数已经超过了9万亿美元,又创了个历史新高。乍一听,好像美国借钱还挺容易,大 家还都挺信任它。但细看里面,有个变化挺显眼:中国又在减少手里拿的美国国债了。这可不是头一回,算上这次,已经是连着仨月这么干了。光五月份一 个月,就抛了9个亿美金。要是把整个季度加起来算算,总共抛了差不多280亿美元。 美国军舰在南海晃悠,这也不是第一次了。但这次挑的时机,让人觉得有点"意思"。这支航母编队,已经在外面漂了240多天了,按常理说,船累人也累, 早该回窝歇歇了。可它偏偏就在这个节骨眼上,硬撑着闯了进来。说它是"正常航行",恐怕没人信。这更像是一种刻意的"亮肌肉",明摆着是来刷存在感, 甚至可以说是一种挑衅。 说到谈,就不得不提另外一件挺热闹的传闻。前阵子有消息说,美国前总统特朗普可能会访问中国,甚至有可能赶上咱们9月3号的重要阅兵式。按说这是个 好事儿啊!中美两边的官员最近在瑞士、伦敦这些地方都碰过面了,气氛看着也还行。特朗普那边呢,记者追着问的时候,他也没把话说死,听着好像还挺 有兴致。 中国为啥要这么干?琢磨一下也不难理解。打理好自己的钱袋子: 谁家过日子都 ...
A股将迎来新变局?7月21日,牛市产生时机或一触即发
Sou Hu Cai Jing· 2025-07-20 18:42
Group 1 - The U.S. has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode graphite, a key material for electric vehicle batteries, resulting in an effective tariff of 160% [1] - The 160% tariff is expected to increase the cost of battery production by $7 per kilowatt-hour, erasing 1 to 2 quarters of profit for Korean battery manufacturers, and raising the cost of an electric vehicle battery by over $1,000 [1] - The cancellation of the $7,500 electric vehicle subsidy further diminishes the market competitiveness of electric vehicles in the U.S. [1] Group 2 - The Shanghai Composite Index is expected to break below 3,400 points without substantial positive news, with the current high point being 3,555.22 [3] - The market is currently in a balanced state, with trading volume not sufficient for a strong market rally, although some sectors may see activity in the coming week [5] - A recent drop to 3,483 points was a "false break" below 3,500, indicating a potential upward movement in the market next week [6] Group 3 - A-shares market has shown a rebound, with all three major indices recording four consecutive weeks of gains [7]