中國所持美國國債超萬億
????美國財政部本周一修改了外國債權(quán)人持有的美國國債數(shù)字,指出到2010年年末,中國共持有1.16萬億美元的美國國債。 ????這一數(shù)字比美國財政部2個星期前公布的官方數(shù)據(jù)高出了2680億美元,中國現(xiàn)在是美國最大的債權(quán)人,這2680億美元也差不多正好是中國比美國第二大債權(quán)人——日本多持有的美國國債的數(shù)額。 ????此前就有些中國觀察人士懷疑,中國持有的美國國債數(shù)額被報少了。這次數(shù)據(jù)修改也證實了他們的懷疑。 ????有些觀察人士,如美國傳統(tǒng)基金會(Heritage Foundation)的研究員史劍道指出,在過去十年里,盡管中國握有巨額貿(mào)易順差,并買入美元以限制人民幣升值,但中國持有美國國債的數(shù)量依然保持不變,令人頗為費解。 ????另一件令人感到驚訝的事情是,英國持有的美國國債數(shù)額出現(xiàn)了飆升。史劍道和其他專家表示,這種趨勢是說不通的,除非是中國在通過英國賬戶購買美國國債。 ????本周一的數(shù)據(jù)修改明顯地指向了這種趨勢。在修改后的數(shù)據(jù)中,中國持有的美國國債額增長了2680億美元,同時英國的持有量也下降了相同的數(shù)額。 ????即便如此,我們?nèi)杂欣碛上嘈牛袊鴮嶋H持有的美國國債數(shù)額還要比臺面上的數(shù)字大得多。例如美聯(lián)儲主席本?伯南克上月在國會作證時就稱,中國持有的美國國債大約在2萬億美元左右。看來美元是所有人的問題。 ????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. |