真的假的

人民币暗战美元霸权 当人民币悄悄买下美债 再转手抵债,美元霸权第一次出现裂缝... 美元霸权最害怕的一页被人民币悄悄撕下 这不是预言而是正在发生的现场 北京没有敲锣打鼓,华盛顿却先乱了阵脚 中国把手里的一张738亿美债 作价人民币卖给了兜里比索都凑不齐的阿根廷 布宜诺斯艾利斯转手把它塞进IMF的还债窗口 一锤清零11亿美元到期债务 同样的剧本利雅得正在彩排 内罗毕、亚的斯亚贝巴、巴西利亚排队候场 一场没有硝烟的债务三角换手 让38万亿美债的美国国债体系第一次出现后门 而钥匙是人民币 为什么是阿根廷? 这个年通胀率飙到280% 外储仅剩320亿美元的国度 原本是美国收割名单上的下一茬韭菜 IMF的11亿美债9月到期 美方谈判代表甩出一句：没美元，拿矿山、锂矿股权来抵 话音未落，中国人民银行与阿根廷央行2018年签署的1300亿元 本币互换额度悄然启动 布宜诺斯艾利斯用等值人民币从中国银行纽约分行手里买下 那批2030年到期的美债 次日即通过IMF的特别指定账户完成交割 美元债务没减，但债权人从华尔街变成了太平洋对岸的东方钱包 而阿根廷付出的是锂矿、牛肉、大豆的20年期离岸人民币结算合同 北京没让美债砸盘，却让它易主 顺带把资源锁进了人民币计价的账单 华盛顿的错愕写在脸上 美国财政部连夜问询IMF 人民币储备资产能否直接抵美元债务 得到的答复是冷冰冰的条款 第XXX款允许任何可自由使用货币及其计价资产用于提前还款 人民币2016年就已入篮 一句话，程序合规，美国找不到否决按钮 更令国会山冒汗的是，同样的通道一旦批量复制 意味着全球南方国家欠美国的硬债可以绕开美元 用人民币资产一次性对冲 而北京手中的7380亿美债，随时能化整为零 拆成一张张通行证 利雅得的动作比华盛顿的抗议更快 沙特公共投资基金PIF 10月与工商银行利雅得分行签下50亿美元的人民币银团贷款 用途栏里只写了一行：购买中国持有的美国国债，并用于偿还2034年到期主权债 沙特能源大臣阿卜杜勒阿齐兹在闭门会议上算过一笔账 美元债利率5.2%，人民币债利率3.1%，利差一年省1亿美金 更关键的是，人民币买中国原油现货已享受2折扣 且不再担心美元资产被冻结 从石油美元到石油人民币，只差一次资产负债表上的左右手互换 如果把镜头拉远，会发现北京布下的是一张货币互换+离岸人民币流动性+大宗商品长单的三维网 CIPS系统二季度处理跨境人民币支付42万亿元，同比增38%，其中18%流向中东 12%流向拉美 中国人民银行与40余家央行签署的有效互换额度已超4万亿元 相当于5600亿美元隐形储备池 当肯尼亚用人民币置换22亿美元欧洲债券，一年省下2.3亿美元利息 当埃塞俄比亚把50亿美元双边债务重组方案里的70%改为人民币计价 全球外汇储备的美元堤岸出现了肉眼可见的蚁穴 IMF最新COFER数据给出量化注脚 美元占比从2001年的71%跌至今年6月的58% 人民币则从1.1%升至3.2% 增幅近两倍，对应约4600亿美金资产迁移 面对后门被撬，美国的反击显得荒诞 8月，一家位于得州的破产法庭裁定：清政府1911年湖广铁路债券仍有效，索赔1.6万亿美元 试图以此抵消中方持有的美债资产 华尔街人士私下嘲笑：如果百年旧票都能抵现，那么美国国债的无风险标签就该当场撕掉 道理很简单，信用体系最怕双标 一旦美国开启历史债券追索，全球央行将不得不重新评估美元抵押品的法律纯度 其结果只能是加速逃离 北京却保持节奏，继续小步快跑式减持 从去年底的8670亿到7月的7380亿 平均每月减持160亿，既未触发市场恐慌 又腾出了人民币计价资产的空间 伴随减持的是进口结算货币的快速翻转 海关总署数据显示，中国货物贸易人民币结算占比3年前还只有12% 今年9月已达28%，相当于每4美元进出口就有1美元用人民币清算 汇率风险、制裁风险、政治附加风险被一刀砍掉 故事还没有高潮 真正的拐点藏在人民币流动性循环的闭合 阿根廷卖出锂精矿，收入人民币，用来还人民币贷款 沙特卖出原油，收入人民币，再购买中国光伏设备 肯尼亚茶叶、埃塞俄比亚咖啡、智利铜矿，相继接入同一套循环 人民币不再只是兑换媒介，而成为沉淀资产 当离岸市场上随时能买到人民币计价的牛肉、锂矿、原油、光伏组件 各国央行就没有必要先换美元再做二次结算 美元的需求曲线被直接削掉一截 于是38万亿美债的美债帝国第一次发现：利息不是最致命的，流动性萎缩才是 每天20亿美金的利息还能靠新发债续命 但如果全球贸易不再经过美元过桥，新债将找不到足够的真实买家 美联储隔夜逆回购规模9月一度跌破7000亿美金，创三年新低 显示美元体系内过剩流动性正在快速消散 国会预算办公室CBO悄悄把未来十年财政赤字预测上调1.5万亿美元 理由只有一句：潜在的外部需求下降 没有炮火，没有宣言，一场金融史上最安静的去中心化正在发生 过去美国用美元把世界绑在同一艘船上 今天北京用人民币给每条船配发了自己的帆 美元霸权不会一夜崩塌 但当越来越多的国家发现，用人民币也能还清债务买到粮食、能源和工业设备 那张绿纸就不再是唯一的船票

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马斯克太可怕了 还有美女机器人? 马斯克太可怕了 还搞美女机器人 才15万块钱 能帮你拎东西 能帮你做饭 还能陪你聊天 还能陪你睡觉 还能帮你生孩子 才15万 是15万RMB 不是美金啊 大概在2026年 就开始全面量产走向世界了 你要什么风格都可以 你要个以色列人 要个意大利人 要个德国人 你要什么就有什么 反正就是各式各样的都可以

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