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美国国债，不但没被抛弃，反而正被全球主权国家抢购，这正发生在伊朗战争处于谈判的敏感阶段。之前，美国国债被许多人预期会被全球资本抛弃，但现在相反，它正在被持续买入，而且规模正在扩大。今天根据美国财政部公布的数据，仅2026年2月，外国投资者就新增购买了约2000亿美元的美国国债，使总持仓达到9.49万亿美元，创下历史新高。在这些持仓中，长期国债占比高达84%，约7.76万亿美元，其余为短期国债。这一结构本身已经说明问题：这不是短期避险行为，而是更具耐心的长期配置。我们从数据入手，从具体国家来看，日本依然是最大的外国持有者，其持仓增加140亿美元，达到1.24万亿美元，创下自2022年2月以来的最高水平。这也是日本在过去14个月中连续第13个月增持美国国债。日本还在买，而且是连续第13个月。英国也在加。接近9000亿美元的位置，不是试探，是配置。中国在减，但节奏很慢，更像是在调整，而不是离场。如果只看这些动作，会发现一个有意思的对比。舆论在谈风险，市场在做配置。嘴上说担心的人很多，但真金白银的流向，是另一回事。美国国债恰好位于这一逻辑的交汇点上。它提供了全球最深的流动性市场，拥有相对稳定的
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