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Ray Dalio:谈DeepSeek、中美关系、债务周期、科技未来、财政风险 ...
他更关注“Debt to Government Revenue”而非“Debt to GDP”。美国联邦政府已接近125% Debt/GDP,但从收入角度看问题更严重——未来美国政府债务可能达到其年收入的700%,是非常危险的杠杆水平。
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