{
  "text": "美國跟日本聯手救市之後，其實一度有效果。但是立刻現在日圓又很疲弱了，又回到157以上了。當然現在大家都在說，為什麼美國要出手救日圓呢？原來就是，如果這個日圓再跌下去，政府就必須大舉拋售美國國債來換日圓。其實美國的內心是想要趁火打劫。好，另外外界有分析，日圓升息的話，就會失去套利工具的地位。\n那麼接下來就會變成美國的附庸\n來請教一下大師\n你怎麼樣看\n對，美國救，美國救日圓\n最主要就是他阻止\n就是說成功間接阻止\n就是說成功間接阻止日本用賣美債的方式來救日圓\n因為上一波日圓突破一比一百六十的時候\n日本政府花了七百四十億美元\n對，那這七百億就是賣美債\n所以美國現在最怕的\n就是人家賣美債\n因為美國自己本身的\n這個政府的債務有問題\n那賣美債就會變成怎麼樣\n美國殖利率升高\n這個殖利率升高以後\n這個殖利率升高以後，現在對現在美國自己已經欠了四十兆美金的這個美國政府的財政\n美金的這個美國政府的財政\n也會造成一個很大的刺激\n所以他們是要阻止日本賣美債\n所以他們是要阻止日本賣美債\n是讓日本在美國的美債\n拿出來做抵押品\n然後美國政府借錢給他\n而且借錢的時間很短\n就是短暫的\n那所以這個過程其實就是說\n要告訴這個\n所謂的可能像這樣\n這種所謂的\n匯率的這種操盤\n來狙擊日元的時候\n發覺這個問題\n沒有那麼簡單\n美國出手\n所以你做空日元的話\n你最後可能血本無歸\n那用這種方式\n事實上短暫的把日元拉回來\n從一百六十三\n一百六十四\n拉回到一百五十七\n一百五十五\n一百五十五\n所以他會短暫會有效果\n下一次美國可能也會出手\n可能又可以拉回來\n因為這個跟他跟日本的協議\n就是說你不要賣美元\n那不要賣美債\n不要賣美債\n那美國說\n那日本就說那怎麼辦\n那美國說我借錢給你\n你拿美債當抵押品\n我借錢給你\n所以這個模式可能會用一兩次\n可是隻能用一兩次\n接下來就沒效了\n因為他的問題是什麼\n日本日元如果不\n日元如果日本央行\n如果不加息的話\n這個利差就是日元最大的問題\n他跟美元之間的利差\n大概在三趴左右\n那很多日本人基本上就賣日元\n買美元\n對不對\n在日元在日本我這個舉債\n我只有一趴的債\n只有一趴的利息\n我拿到美國去領那個四趴的利息\n我就套利\n套利啊\n數目小不多\n我大筆的錢去套利\n那是也是很可觀的收入\n所以這個利差\n基本上不解決的話\n日元是不會有救的\n另外一方面\n就變成日本的經濟本體\n是這個國家的經濟\n是這個該國的經濟\n日本經濟一點起色都沒有\n一點起色都沒有\n而且所有日本的強項都沒有\n你現在要買電器用品\n你不是買韓國的\n就是買中國的\n日本的電器用品\n你還有嗎\n對不對\n不多啦\n只有臺灣有啊\n別的地方不多了\n看不到日本的\n以前我們小時候\n電冰箱洗衣機\n電視機全部是日本貨\n對不對\n通通是日本貨\n連連那個所有的\n這個這種時髦的電器產品\n都是日本貨\n沒了\n日本車現在怎麼講\n日本車今年中國大陸的汽車\n外銷在前半年\n已經超過七百萬輛\n日本去年全年才不過\n外銷了四百萬輛汽車\n所以汽車市場也沒了\n那你說新的產業\nAI有嗎\n沒有\n然後呢\n晶片有嗎\n沒有\n只有光刻膠\n對不對\n晶片還要我們臺積電去給他\n幫他扶持他\n對\n然後呢\n其他新能源有嗎\n沒有\n日本這個國家沒有\n他的產業的競爭力已經沒有了\n然後呢\n人口老化\n然後勞動力缺乏\n然後呢\n還有一個很大的因素\n又跟中國大陸交惡\n對 中國大陸就把你的這個\n觀光 工業生產 觀光\n是工業生產\n重要原料就被卡掉\n一卡以後\n現在日本很多工業產品\n做不出來\n包括汽車業都面臨危機\n所以日本的經濟的本體是\n看不出來起色的時候\n日圓只是說\n你可以用短暫的手段\n一些工具把它止跌\n對 可是長期趨勢\n很多人說年底搞不好還是一百七\n這個一關都守不住\n甚至還可能有更低\n那不過高斯找苗呢\n他唯一的解救方法\n第一個跟美國求救\n我說跟美國求救短期效果可能有\n可是長期 中長期不一樣\n第二個他說\n那我就把那個消費稅給取消\n那很多日本人就就說\n你現在說實話 政府已經\n這個已經財政困難了\n對不對 你還把一個重要的稅源\n把它怎麼樣 把它取消掉以後\n那日本老百姓 那些養老金 退休金\n那醫療補助 社會的這些教育資金\n不是都從哪裡來 越來越砍越少\n那老百姓怎麼講 老百姓生活越來越苦\n所以日本本來經濟狀況就是怎麼講\n就是已經是什麼\n已經是左支右支了\n再加上這個高市早苗\n拿不出辦法\n那靠美國\n那美國說實話可靠嗎\n所以日元是很不樂觀的\n好但是其實這個美國不希望日本賣美債是有效的\n但是接下來我們要來看到中國大陸\n倒是一路的減持美債\n因為中方已經拋售了6570億的美債了\n轉而購入3000多億的黃金\n好 為什麼會這個樣子呢\n中國的央行已經連續21個月都增持黃金了\n而且規模是逐月擴大\n原因有三個 地緣風險\n再來美債本身的風險也往上升\n還有就是黃金的獨特性\n當然世界黃金協會也預測了\n未來全球官方黃金儲備還是會持續的增加\n包含二零二六第二季度\n全球央行\n還有其他的官方機構\n購金就達到了兩百八十九頓\n來請教一下大使怎麼看\n對 中國大陸事實上過去最高所成\n美 美債的這個持有率是上兆美金\n對 那這兩年就是不斷的減持\n不斷的減持\n從這個八千億到七千億\n現在已經降到七千以下了\n那我覺得他還會繼續去減持\n因為事實上中國大陸一方面\n也在推動這個所謂本幣交易\n所以他這個作為第一個貿易大國\n他手上美金的數量\n可能已經不需要那麼大的\n因為美金還是一個主要的交易的\n一個工具\n在國際貿易上\n所以對中國大陸來講\n他手上還是一定要持有相當數目的美金\n那可是在這個\n就是在川普時代的話\n美國有一些國有一些鷹派\n對中鷹派的人\n居然曾經講過一些話\n他說中國大陸用不公平的方式\n跟我們貿易\n讓我們造成那麼大的貿易逆差\n我們有一個辦法可以治中國大陸\n就是把中國大陸的美債\n全部沒收 扣住\n沒收 意思就是說\n我欠你一兆\n對不對 你買了我一兆\n你把一兆放在我這邊\n那我認為你因為貿易跟我不公平\n我這一兆我沒收了\n如果他沒有貴金屬 作為他的這個\n所以锚定他的貨幣\n對一個什麼 保證\n事實上也是比較脆弱\n所以我覺得中國大陸\n現在就變成就是說\n第一個美金的用途\n對他來講\n已經沒有那個需要\n所以他慢慢再來轉\n而且這個世界\n地緣政治越來越失控\n那你不得不考慮\n有的時候跟美國的關係\n做最壞的打算的話\n就是說你要避免他將來對你經濟資產產生的效果的話\n那就是自己本身有決定自己貨幣的這種工具\n另外一方面對美元的這個依賴\n美金的資產\n那其實是你跟美國在這個進行這個對抗的時候一個弱點\n那就把這些資產慢慢慢慢的把它換成其他的這些工具\n來保值\n而且來做這種準備 暫時的準備\n所以我覺得這個都是慢慢在做的\n那當然這也是跟美國一個籌碼\n我覺得中國大國也不會完全拋光\n因為拿個五千億的話\n說實話\n對美國來講\n現在是一個牽制美國的一個工具\n為什麼\n你美國跟我談判的話\n美國的貝森特每次進場談判\n一定跟中國大國講說\n拜託拜託 美債不要賣\n那中國大會說好\n我持有美債\n那你不要給我亂加稅\n所以他這個這個可以跟美國\n一個談判的一個籌碼\n我丟五百億就讓你受不了\n我有五千億的話\n我還可以丟一千億\n我丟一千億出來說實話\n我這個錢我放在那裡\n我是放在黃金呢\n還是放美債 美債還有利息\n那你可以去 你要放哪裡\n你也不可能大量的去把他這個錢\n就給他消化掉\n那你去買歐元嗎\n還是怎麼樣\n所以我覺得就對中國道理來講\n我覺得它這種持續的減持美金\n是對美國的一種\n這種長期的警告跟提醒說\n你不要惹我\n惹我我就把你這個美債\n拋售\n讓你的經濟出現大問題\n所以這個我覺得\n這是一種博弈的一個工具\n感謝觀看",
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      "start": 0.0,
      "end": 29.52,
      "text": "美國跟日本聯手救市之後，其實一度有效果。但是立刻現在日圓又很疲弱了，又回到157以上了。當然現在大家都在說，為什麼美國要出手救日圓呢？原來就是，如果這個日圓再跌下去，政府就必須大舉拋售美國國債來換日圓。其實美國的內心是想要趁火打劫。好，另外外界有分析，日圓升息的話，就會失去套利工具的地位。",
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      "text_original": "美國跟日本聯手救世之後,其實一度有效果。但是立刻現在日圓又很疲弱了,又回到157以上了。當然現在大家都在說,為什麼美國要出手救日圓呢?原來就是,如果這個日圓再跌下去,政府就必須大舉拋售,美國國債來換日圓。其實美國的內心是想要趁火打劫。好,另外外界有分析,日圓升息的話,就會失去套利工具的地位。",
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    {
      "start": 29.52,
      "end": 32.12,
      "text": "那麼接下來就會變成美國的附庸",
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      "text_original": "那麼接下來就會變成美國的附優",
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    {
      "start": 32.14,
      "end": 33.28,
      "text": "來請教一下大師",
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      "start": 33.28,
      "end": 33.98,
      "text": "你怎麼樣看",
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      "start": 34.0,
      "end": 36.04,
      "text": "對，美國救，美國救日圓",
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      "text_original": "對 美國救 美國救日園",
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      "start": 36.06,
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      "text": "最主要就是他阻止",
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      "end": 40.78,
      "text": "就是說成功間接阻止",
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      "text": "就是說成功間接阻止日本用賣美債的方式來救日圓",
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      "text_original": "日本用賣美債的方式來救日園",
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      "text": "因為上一波日圓突破一比一百六十的時候",
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      "text_original": "因為上一波日園突破一比一百六十的時候",
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      "text": "日本政府花了七百四十億美元",
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      "text": "對，那這七百億就是賣美債",
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      "text_original": "對 那這七百億就是賣美債",
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      "text": "所以美國現在最怕的",
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      "end": 56.16,
      "text": "就是人家賣美債",
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      "text": "因為美國自己本身的",
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      "text": "這個政府的債務有問題",
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      "start": 59.76,
      "end": 61.24,
      "text": "那賣美債就會變成怎麼樣",
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    {
      "start": 61.26,
      "end": 63.54,
      "text": "美國殖利率升高",
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      "start": 63.54,
      "end": 64.88,
      "text": "這個殖利率升高以後",
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    {
      "start": 64.9,
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      "text": "這個殖利率升高以後，現在對現在美國自己已經欠了四十兆美金的這個美國政府的財政",
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      "text_original": "現在對現在美國自己已經欠了四十兆",
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      "text": "美金的這個美國政府的財政",
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      "text": "也會造成一個很大的刺激",
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      "text": "所以他們是要阻止日本賣美債",
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      "text": "所以他們是要阻止日本賣美債",
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      "text_original": "而且他這一次就日本的方式",
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      "text": "是讓日本在美國的美債",
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      "start": 79.94,
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      "text": "拿出來做抵押品",
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      "text": "然後美國政府借錢給他",
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      "text": "而且借錢的時間很短",
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      "start": 85.66,
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      "text": "就是短暫的",
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      "start": 87.18,
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      "text": "那所以這個過程其實就是說",
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      "start": 89.82,
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      "text": "要告訴這個",
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      "start": 91.56,
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      "text": "所謂的可能像這樣",
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      "start": 93.3,
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      "text": "這種所謂的",
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      "start": 94.1,
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      "text": "匯率的這種操盤",
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      "text_original": "匯率的這種凸英",
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      "text": "來狙擊日元的時候",
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      "start": 98.76,
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      "text": "發覺這個問題",
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      "text": "美國出手",
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      "start": 102.9,
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      "text": "你最後可能血本無歸",
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      "start": 106.94,
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      "text": "事實上短暫的把日元拉回來",
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      "text": "從一百六十三",
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      "text": "一百六十四",
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      "start": 111.44,
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      "text": "拉回到一百五十七",
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      "text_original": "可是現在又到一百五十七",
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      "text": "下一次美國可能也會出手",
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      "text": "因為這個跟他跟日本的協議",
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      "text": "所以這個模式可能會用一兩次",
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      "start": 143.82,
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      "text": "因為他的問題是什麼",
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      "start": 149.58,
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      "start": 150.86,
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      "text": "這個利差就是日元最大的問題",
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      "start": 153.56,
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      "start": 155.16,
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      "text": "大概在三趴左右",
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      "text": "買美元",
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      "start": 161.26,
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      "text": "對不對",
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      "start": 161.88,
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      "text": "在日元在日本我這個舉債",
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      "start": 164.54,
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      "text": "我只有一趴的債",
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      "start": 167.76,
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      "text": "我拿到美國去領那個四趴的利息",
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      "text": "我就套利",
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      "start": 171.02,
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      "text": "套利啊",
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      "start": 171.64,
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      "text": "數目小不多",
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      "start": 173.32,
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      "text": "我大筆的錢去套利",
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      "start": 175.52,
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      "text": "那是也是很可觀的收入",
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      "start": 177.76,
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      "text": "所以這個利差",
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      "start": 178.82,
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      "text": "基本上不解決的話",
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      "start": 180.02,
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      "text": "日元是不會有救的",
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      "start": 182.02,
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      "text": "就變成日本的經濟本體",
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      "start": 184.26,
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      "text": "是這個國家的經濟",
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      "text_original": "因為貨幣的載體",
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      "start": 185.7,
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      "text": "是這個該國的經濟",
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      "text": "日本經濟一點起色都沒有",
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      "text": "而且所有日本的強項都沒有",
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      "start": 195.44,
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      "text": "你現在要買電器用品",
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      "text": "你不是買韓國的",
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      "text_original": "你你不是買韓國的",
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      "text": "不多啦",
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      "text": "只有臺灣有啊",
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      "text": "以前我們小時候",
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      "start": 208.84,
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      "text": "電冰箱洗衣機",
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      "text_original": "電視機全部是日本話",
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      "text": "通通是日本貨",
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      "text": "連連那個所有的",
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      "start": 216.62,
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      "text": "這個這種時髦的電器產品",
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      "text_original": "這個這種時髦的電氣產品",
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      "text": "沒了",
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      "start": 220.36,
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      "text": "日本車現在怎麼講",
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      "start": 222.56,
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      "text": "日本車今年中國大陸的汽車",
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      "start": 225.2,
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      "text": "外銷在前半年",
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      "start": 226.96,
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      "text": "已經超過七百萬輛",
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      "start": 229.06,
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      "text": "日本去年全年才不過",
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      "start": 231.06,
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      "text": "外銷了四百萬輛汽車",
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      "start": 233.14,
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      "text": "所以汽車市場也沒了",
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      "start": 234.68,
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      "text": "那你說新的產業",
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    {
      "start": 236.74,
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      "text": "AI有嗎",
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      "start": 238.32,
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      "text": "沒有",
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      "start": 238.9,
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      "text": "然後呢",
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      "start": 240.16,
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      "text": "晶片有嗎",
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      "start": 241.18,
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      "start": 241.62,
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      "text": "只有光刻膠",
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    {
      "start": 242.7,
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      "text": "對不對",
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      "start": 243.72,
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      "text": "晶片還要我們臺積電去給他",
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    {
      "start": 245.7,
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      "text": "幫他扶持他",
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      "start": 247.1,
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      "text": "對",
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    {
      "start": 247.76,
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      "text": "然後呢",
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      "start": 248.8,
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      "text": "其他新能源有嗎",
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      "start": 250.68,
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      "text": "沒有",
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      "start": 251.26,
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      "text": "日本這個國家沒有",
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    {
      "start": 253.88,
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      "text": "他的產業的競爭力已經沒有了",
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    {
      "start": 257.82,
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    {
      "start": 258.58,
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      "text": "人口老化",
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      "start": 259.4,
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      "text": "然後勞動力缺乏",
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      "start": 261.12,
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      "text": "然後呢",
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      "start": 262.38,
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      "text": "還有一個很大的因素",
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      "start": 264.0,
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      "text": "又跟中國大陸交惡",
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      "text": "對 中國大陸就把你的這個",
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    {
      "start": 267.62,
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      "text": "觀光 工業生產 觀光",
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      "start": 269.7,
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      "text": "是工業生產",
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    {
      "start": 270.96,
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      "text": "重要原料就被卡掉",
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    {
      "start": 272.72,
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      "text": "一卡以後",
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      "start": 273.42,
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      "text": "現在日本很多工業產品",
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    {
      "start": 275.28,
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      "text": "做不出來",
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    {
      "start": 275.94,
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      "text": "包括汽車業都面臨危機",
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      "start": 278.7,
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      "text": "所以日本的經濟的本體是",
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    {
      "start": 281.58,
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      "text": "看不出來起色的時候",
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      "start": 283.56,
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      "text": "日圓只是說",
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      "start": 285.26,
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      "text": "你可以用短暫的手段",
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    {
      "start": 287.34,
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      "text": "一些工具把它止跌",
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      "text_original": "一些工具把它止疊",
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    {
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      "text": "對 可是長期趨勢",
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    {
      "start": 291.26,
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      "text": "很多人說年底搞不好還是一百七",
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    {
      "start": 295.34,
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      "text": "這個一關都守不住",
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    {
      "start": 297.62,
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      "text": "甚至還可能有更低",
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    {
      "start": 299.88,
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      "text": "那不過高斯找苗呢",
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    {
      "start": 302.6,
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      "text": "他唯一的解救方法",
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      "start": 304.52,
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      "text": "第一個跟美國求救",
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      "start": 305.9,
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      "text": "我說跟美國求救短期效果可能有",
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      "start": 308.38,
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      "text": "可是長期 中長期不一樣",
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      "start": 310.14,
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      "text": "第二個他說",
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    {
      "start": 311.24,
      "end": 314.76,
      "text": "那我就把那個消費稅給取消",
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      "text_original": "那我就把那個消費稅把取消",
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      "text": "那很多日本人就就說",
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      "start": 317.56,
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      "text": "你現在說實話 政府已經",
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      "start": 321.32,
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      "text": "這個已經財政困難了",
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    {
      "start": 323.56,
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      "text": "對不對 你還把一個重要的稅源",
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      "start": 326.2,
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      "text": "把它怎麼樣 把它取消掉以後",
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    {
      "start": 329.26,
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      "text": "那日本老百姓 那些養老金 退休金",
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      "start": 334.32,
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      "text": "那醫療補助 社會的這些教育資金",
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    {
      "start": 337.52,
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      "text": "不是都從哪裡來 越來越砍越少",
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      "start": 340.78,
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      "start": 344.08,
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      "text": "所以日本本來經濟狀況就是怎麼講",
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      "start": 348.08,
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      "text": "就是已經是什麼",
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    {
      "start": 350.44,
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      "text": "已經是左支右支了",
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    {
      "start": 352.42,
      "end": 354.1,
      "text": "再加上這個高市早苗",
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      "text_original": "再加上這個高市掃描",
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      "start": 354.1,
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      "text": "拿不出辦法",
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      "start": 355.48,
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      "text": "那靠美國",
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      "start": 356.88,
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      "start": 360.7,
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      "text": "所以日元是很不樂觀的",
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      "start": 363.24,
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      "text": "好但是其實這個美國不希望日本賣美債是有效的",
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      "start": 367.78,
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      "text": "但是接下來我們要來看到中國大陸",
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      "start": 369.98,
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      "text": "倒是一路的減持美債",
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      "start": 372.84,
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      "text": "因為中方已經拋售了6570億的美債了",
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    {
      "start": 377.24,
      "end": 380.78,
      "text": "轉而購入3000多億的黃金",
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    {
      "start": 380.78,
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      "text": "好 為什麼會這個樣子呢",
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      "start": 383.04,
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      "text": "中國的央行已經連續21個月都增持黃金了",
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    {
      "start": 386.44,
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      "text": "而且規模是逐月擴大",
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    {
      "start": 388.2,
      "end": 390.08,
      "text": "原因有三個 地緣風險",
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    {
      "start": 390.08,
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      "text": "再來美債本身的風險也往上升",
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    {
      "start": 392.64,
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      "text": "還有就是黃金的獨特性",
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    {
      "start": 395.0,
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      "text": "當然世界黃金協會也預測了",
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    {
      "start": 397.54,
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      "text": "未來全球官方黃金儲備還是會持續的增加",
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      "avg_logprob": -0.12216990152994792,
      "no_speech_prob": 2.012776924298354e-11,
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    {
      "start": 401.3,
      "end": 402.82,
      "text": "包含二零二六第二季度",
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    {
      "start": 402.84,
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      "text": "全球央行",
      "chunk": 0,
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    },
    {
      "start": 403.54,
      "end": 405.14,
      "text": "還有其他的官方機構",
      "chunk": 0,
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    },
    {
      "start": 405.14,
      "end": 407.82,
      "text": "購金就達到了兩百八十九頓",
      "chunk": 0,
      "language": "zh",
      "avg_logprob": -0.18201049977103195,
      "no_speech_prob": 1.6183807766134706e-11,
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      "source": "whisper",
      "text_original": "信購金就達到了兩百八十九頓",
      "correction_applied": true,
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    },
    {
      "start": 407.84,
      "end": 409.48,
      "text": "來請教一下大使怎麼看",
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    {
      "start": 409.48,
      "end": 412.58,
      "text": "對 中國大陸事實上過去最高所成",
      "chunk": 0,
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    },
    {
      "start": 412.58,
      "end": 415.98,
      "text": "美 美債的這個持有率是上兆美金",
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    },
    {
      "start": 416.0,
      "end": 418.56,
      "text": "對 那這兩年就是不斷的減持",
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    {
      "start": 418.58,
      "end": 419.94,
      "text": "不斷的減持",
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    },
    {
      "start": 419.96,
      "end": 422.06,
      "text": "從這個八千億到七千億",
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    {
      "start": 422.06,
      "end": 424.8,
      "text": "現在已經降到七千以下了",
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    {
      "start": 424.82,
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      "text": "那我覺得他還會繼續去減持",
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    {
      "start": 426.86,
      "end": 428.6,
      "text": "因為事實上中國大陸一方面",
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    {
      "start": 428.6,
      "end": 431.12,
      "text": "也在推動這個所謂本幣交易",
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    {
      "start": 431.12,
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      "text": "所以他這個作為第一個貿易大國",
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    {
      "start": 433.58,
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      "text": "他手上美金的數量",
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    {
      "start": 435.06,
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      "text": "可能已經不需要那麼大的",
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    {
      "start": 436.82,
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      "text": "因為美金還是一個主要的交易的",
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    {
      "start": 439.16,
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      "text": "一個工具",
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    {
      "start": 440.24,
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      "text": "在國際貿易上",
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    {
      "start": 441.72,
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      "text": "所以對中國大陸來講",
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    {
      "start": 442.98,
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      "text": "他手上還是一定要持有相當數目的美金",
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      "start": 446.82,
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      "text": "那可是在這個",
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    {
      "start": 449.7,
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      "text": "就是在川普時代的話",
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    {
      "start": 451.22,
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      "text": "美國有一些國有一些鷹派",
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    {
      "start": 453.56,
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      "text": "對中鷹派的人",
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    {
      "start": 454.7,
      "end": 456.96,
      "text": "居然曾經講過一些話",
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    {
      "start": 456.98,
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      "text": "他說中國大陸用不公平的方式",
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    {
      "start": 459.64,
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      "text": "跟我們貿易",
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    {
      "start": 460.32,
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      "text": "讓我們造成那麼大的貿易逆差",
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    {
      "start": 462.8,
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      "text": "我們有一個辦法可以治中國大陸",
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    {
      "start": 465.04,
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      "text": "就是把中國大陸的美債",
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    {
      "start": 467.38,
      "end": 469.62,
      "text": "全部沒收 扣住",
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    {
      "start": 469.62,
      "end": 471.6,
      "text": "沒收 意思就是說",
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    {
      "start": 471.6,
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      "text": "我欠你一兆",
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    {
      "start": 473.5,
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      "text": "對不對 你買了我一兆",
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    {
      "start": 474.74,
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      "text": "你把一兆放在我這邊",
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    {
      "start": 476.36,
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      "text": "那我認為你因為貿易跟我不公平",
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    {
      "start": 478.66,
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      "text": "我這一兆我沒收了",
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    {
      "start": 495.0,
      "end": 497.88,
      "text": "如果他沒有貴金屬 作為他的這個",
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      "start": 497.88,
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      "text": "所以锚定他的貨幣",
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      "text_original": "所以矛定他的貨幣",
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    {
      "start": 500.24,
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      "text": "對一個什麼 保證",
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    {
      "start": 502.5,
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      "text": "事實上也是比較脆弱",
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      "start": 504.38,
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      "text": "所以我覺得中國大陸",
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    {
      "start": 505.44,
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      "text": "現在就變成就是說",
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    {
      "start": 506.44,
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      "text": "第一個美金的用途",
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    {
      "start": 508.38,
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      "text": "對他來講",
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    {
      "start": 509.06,
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      "text": "已經沒有那個需要",
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    {
      "start": 510.56,
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      "text": "所以他慢慢再來轉",
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    {
      "start": 513.12,
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      "text": "而且這個世界",
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    {
      "start": 515.18,
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      "text": "地緣政治越來越失控",
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    {
      "start": 518.64,
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      "text": "那你不得不考慮",
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    {
      "start": 522.36,
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      "text": "有的時候跟美國的關係",
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    {
      "start": 524.36,
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      "text": "做最壞的打算的話",
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    {
      "start": 526.12,
      "end": 530.44,
      "text": "就是說你要避免他將來對你經濟資產產生的效果的話",
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    {
      "start": 530.44,
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      "text": "那就是自己本身有決定自己貨幣的這種工具",
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      "text_original": "那就是自己本身有矛定自己貨幣的這種工具",
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      "start": 535.94,
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      "text": "另外一方面對美元的這個依賴",
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    {
      "start": 538.7,
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      "text": "美金的資產",
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      "start": 539.98,
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      "text": "那其實是你跟美國在這個進行這個對抗的時候一個弱點",
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    {
      "start": 544.92,
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      "text": "那就把這些資產慢慢慢慢的把它換成其他的這些工具",
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      "start": 549.96,
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      "text": "來保值",
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      "start": 551.06,
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      "text": "而且來做這種準備 暫時的準備",
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      "start": 558.46,
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      "start": 567.86,
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      "text": "現在是一個牽制美國的一個工具",
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      "text": "為什麼",
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      "text": "你美國跟我談判的話",
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      "start": 572.94,
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      "text": "美國的貝森特每次進場談判",
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      "text": "拜託拜託 美債不要賣",
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      "text": "那你不要給我亂加稅",
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      "start": 584.96,
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      "text": "一個談判的一個籌碼",
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      "text": "我丟五百億就讓你受不了",
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      "text": "我這個錢我放在那裡",
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      "start": 596.02,
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      "text": "我是放在黃金呢",
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      "text_original": "我是放在 放在 放在黃金呢",
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      "text": "還是放美債 美債還有利息",
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      "start": 601.46,
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      "text": "那你可以去 你要放哪裡",
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      "start": 603.66,
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      "text": "你也不可能大量的去把他這個錢",
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      "start": 606.02,
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      "text": "就給他消化掉",
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      "start": 607.58,
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      "text": "那你去買歐元嗎",
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      "start": 609.34,
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      "text": "還是怎麼樣",
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      "text": "我覺得它這種持續的減持美金",
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      "start": 616.48,
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      "text": "這種長期的警告跟提醒說",
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      "start": 619.5,
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      "text": "你不要惹我",
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      "text": "惹我我就把你這個美債",
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      "text": "讓你的經濟出現大問題",
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      "text": "感謝觀看",
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