Michael Pettis· @michaelxpettis · X·· 7 小时前精选AI 关注度值得关注
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推文转述彭博观点,称中国官方并未抛售美债,而是将持仓转移至其他国家的非美托管银行,使其在美国财政部数据中不再登记为中国持有。该说法涉及中国外汇储备配置与美债持仓数据口径,可能影响市场对中美资金流向的解读。
推荐理由
海外信源 @michaelxpettis · 判定为直接涉及中国
正文
Bloomberg: “Far from dumping its securities, they say, Chinese officials have instead just been moving them to non-US custodian banks in other countries, meaning they wouldn’t be registered to China in the Treasury data.”
This shouldn’t come as a surprise, as it’s been much-discussed on this forum, but it will nonetheless surprise many.
https://t.co/8HZ99JBh3t
来源:Michael Pettis · twitter.com
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