中國(guó)所持美國(guó)國(guó)債超萬(wàn)億
????美國(guó)財(cái)政部本周一修改了外國(guó)債權(quán)人持有的美國(guó)國(guó)債數(shù)字,指出到2010年年末,中國(guó)共持有1.16萬(wàn)億美元的美國(guó)國(guó)債。 ????這一數(shù)字比美國(guó)財(cái)政部2個(gè)星期前公布的官方數(shù)據(jù)高出了2680億美元,中國(guó)現(xiàn)在是美國(guó)最大的債權(quán)人,這2680億美元也差不多正好是中國(guó)比美國(guó)第二大債權(quán)人——日本多持有的美國(guó)國(guó)債的數(shù)額。 ????此前就有些中國(guó)觀察人士懷疑,中國(guó)持有的美國(guó)國(guó)債數(shù)額被報(bào)少了。這次數(shù)據(jù)修改也證實(shí)了他們的懷疑。 ????有些觀察人士,如美國(guó)傳統(tǒng)基金會(huì)(Heritage Foundation)的研究員史劍道指出,在過(guò)去十年里,盡管中國(guó)握有巨額貿(mào)易順差,并買入美元以限制人民幣升值,但中國(guó)持有美國(guó)國(guó)債的數(shù)量依然保持不變,令人頗為費(fèi)解。 ????另一件令人感到驚訝的事情是,英國(guó)持有的美國(guó)國(guó)債數(shù)額出現(xiàn)了飆升。史劍道和其他專家表示,這種趨勢(shì)是說(shuō)不通的,除非是中國(guó)在通過(guò)英國(guó)賬戶購(gòu)買美國(guó)國(guó)債。 ????本周一的數(shù)據(jù)修改明顯地指向了這種趨勢(shì)。在修改后的數(shù)據(jù)中,中國(guó)持有的美國(guó)國(guó)債額增長(zhǎng)了2680億美元,同時(shí)英國(guó)的持有量也下降了相同的數(shù)額。 ????即便如此,我們?nèi)杂欣碛上嘈?,中?guó)實(shí)際持有的美國(guó)國(guó)債數(shù)額還要比臺(tái)面上的數(shù)字大得多。例如美聯(lián)儲(chǔ)主席本?伯南克上月在國(guó)會(huì)作證時(shí)就稱,中國(guó)持有的美國(guó)國(guó)債大約在2萬(wàn)億美元左右。看來(lái)美元是所有人的問(wèn)題。 ????譯者:樸成奎 |
????China held $1.16 trillion of U.S. government bonds at the end of 2010, Treasury said Monday in its preliminary revision of data on foreign portfolio holdings. ????That's up $268 billion from the previous official tally covering the same dates, released two weeks ago, and puts China ahead of the No. 2 U.S. foreign lender, Japan, by about the same amount. ????The revision appears to confirm the suspicions of some China watchers that the biggest U.S. creditor's government-bond stake was being lowballed in the official data. ????Some observers such as Derek Scissors of the Heritage Foundation noted that China's Treasury holdings inexplicably held steady over the past year even as the Chinese ran a substantial trade surplus and bought dollars to limit the appreciation of their currency, the yuan. ????Also raising eyebrows was the sharp rise in Treasury holdings attributed to the United Kingdom. Scissors and others said those trends didn't make sense unless China was buying Treasuries through accounts in the U.K. ????Monday's revisions certainly seem to point in that direction. While China's holdings rose by $268 billion in the revised numbers, the U.K. holdings fell by the same amount. ????Even so, there are reasons to believe China's actual government bond take is much bigger. Fed chief Ben Bernanke this month put the number at $2 trillion or so in congressional testimony, for instance. Our dollar, everyone's problem. |