Recently, two major events have stirred global nerves: first, international rating agency Moody's suddenly downgraded the US credit rating; second, China continues to reduce its holdings of US Treasury bonds. Facing economic pressure, the US has actively released signals for dialogue, but China's stance remains strategically steady.
To be honest, Trump's Middle East trip seems more like a 'recruitment show.' The $600 billion investment promised by Saudi Arabia and the trillion-dollar plan from the UAE are simply unrealistic when carefully calculated. Just take the UAE as an example: its national annual fiscal revenue is less than $20 billion, and investing $1.4 trillion over ten years equates to needing to spend $400 million daily—this calculation does not make sense. Not to mention Saudi Arabia's $350 billion arms purchase promise from eight years ago, of which only a small fraction has been fulfilled.
However, this time the Americans are serious. Moody's has directly downgraded the US credit rating from 'excellent' to 'good.' This is like a bank discovering doubts about a borrower's ability to repay, naturally leading to higher interest rates. Now, the yield on US Treasury bonds has broken through the 4% red line, equivalent to skyrocketing borrowing costs, directly puncturing the economic bubble that Trump boasted about.
Faced with pressure, the Trump team has begun to soften their stance. But anyone with clear eyes can see that the US wants China to continue being the 'buyer of last resort' for US debt while being reluctant to lift tariffs imposed on China. This mindset of wanting it both ways is fundamentally not a problem-solving attitude.
Our stance is very clear: if you want to talk, show your sincerity first! While suppressing Chinese enterprises, asking to lift countermeasures—how can such reasoning exist in the world? The past few years have proven that China's economic resilience far exceeds expectations, while the US model of living off printing money is no longer viable.
The current situation once again confirms three truths:
First, only countries that hold core assets have the bargaining power;
Second, blindly expanding a debt economy will eventually backfire;
Third, true partners must treat each other sincerely. In this century-long game, China has always maintained strategic clarity, taking steady and solid steps at every stage.
(This article only represents personal views and does not constitute any investment advice. The international economic situation is complex and changeable; we must recognize the challenges while also strengthening our confidence. The giant ship of the Chinese economy is sailing forward against the waves!)
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