初恋这件小事

美债全线上涨！彻底摁不住了？_我的网站

一 |     Raaj Kamal Films International marked Rajinikanth’s fifty years in cinema and his seventy-fifth birthday with a heartfelt video tribute that revisits one of Tamil cinema’s most enduring creative partnerships. Shared on the production house’s official social media handles, the video stands as a warm salute from Kamal Haasan and his banner to a fellow icon who has walked alongside him through five decades of cinema.Kamal Haasan and Rajinikanth share a rare bond shaped by time, trust, and mutual respect. They have appeared together in eighteen films, a collaboration that began with Apoorva Ragangal in 1975, which also marked Rajinikanth’s debut as an actor. Over the years, their journeys diverged in style and persona, yet remained deeply intertwined within the history of Tamil cinema.          .@RKFI extends heartfelt birthday wishes to @rajinikanth.His friendship with @ikamalhaasan remains one of themost treasured bonds in Indian cinema.#Rajinikanth #KamalHaasan#HappyBirthdayRajinikanth #HappyBirthdayThalaivar @turmericmediaTM @magizhmandram pic.twitter.com/weGvadDQGB     — Raaj Kamal Films International (@RKFI) December 12, 2025               A tribute rooted in shared memoriesThe video opens with a still from Ninaithale Inikkum released in 1979, featuring both Kamal Haasan and Rajinikanth. The image itself carries recent significance as it was earlier shared in August ahead of the release of Coolie, instantly sparking nostalgia among fans. From there, the tribute travels back to some of the most formative years of their careers.Several moments from films shaped by legendary filmmaker K Balachandar form the emotional spine of the video. Scenes and stills from Apoorva Ragangal, Moondru Mudichu, and Avargal are featured prominently, reminding viewers of a time when both actors were evolving performers finding their voices under the guidance of a master storyteller. These films remain cornerstones of Tamil cinema, not only for their craft but for the raw energy of two future legends sharing the frame.The video also briefly recreates a moment from Bharathiraja’s 16 Vayathinile through AI generated visuals. The choice adds a modern touch to the tribute while paying homage to a film that redefined realism in Tamil cinema and played a key role in shaping Rajinikanth’s early image as an unconventional performer.          Beyond films and into cultural legacyBeyond film clips, the tribute extends into moments captured at public events and celebrations that have become part of Tamil popular culture. Footage from milestones such as Kamal 50 and appearances at the Vikatan Awards highlight the camaraderie between the two stars off screen. These glimpses reflect a relationship that has endured competition, changing eras, and individual superstardom without losing its warmth.Ahead of the video release, Kamal Haasan also took to social media to wish Rajinikanth on his birthday. His message was simple yet deeply personal, acknowledging both the passage of time and the scale of Rajinikanth’s contribution to cinema. He wrote that it marked seventy five years of a remarkable life and fifty years of legendary cinema, signing off with a birthday wish to his friend.The tribute from Raaj Kamal Films is less about spectacle and more about shared history. It reminds audiences that before the myths, the mass moments, and the towering fan followings, Kamal Haasan and Rajinikanth were contemporaries growing together within the same cinematic ecosystem. In celebrating Rajinikanth, the video also quietly celebrates an era of Tamil cinema that shaped generations of storytellers and viewers alike.Also Read: Tamil Cinema Bids Farewell to AVM Saravanan, A Producer Who Shaped Generations。    　　期货日报　　美债全线上涨！　　截至发稿，美国2年期国债上涨0.12%，美国5年期国债上涨0.48%，美国10年期国债上涨0.48%，美国30年期国债上涨0.35%。其中，美国30年期国债收益率已经连续超40天站上5%。

二 | 　　与此同时，趋势跟踪型对冲基金（CTA）与杠杆投资者在美债期货上建立了史上最大规模的净空头头寸。巨额资金押注债券价格继续下跌、收益率持续上行。

三 | 　　据悉，美国财政部决定采取行动，从下月起，长期国债的回购规模至少翻番。　　但专家称此举是“用创可贴治枪伤”。市场最初以涨势加以回应：长期美债的价格上扬，30年期美债收益率从数日前创下的19年来的最高位回落。但相关效果迅速归零，收益率再度抬头。　　摩根大通认为，回购美国国债或能带来暂时缓解，却可能只是将债务问题的爆发推迟。美国财政部在做什么？其实是在回购期限较长的债券，同时发行短期票据。　　摩根大通有专家指出：“这类似于用信用卡还房贷，短期或奏效，但错配一定会愈加明显。

四 | ”美国国债的规模持续震撼经济界。它已攀升至40万亿美元，推动美国30年期国债收益率升至19年以来的最高点。美国10年期国债的收益率逼近年化5%的关口。这相当于5年前的约3倍。　　与此同时，美联储已经3年没上调利率。市场普遍怀疑，美国财政部是否有足够“火力”去管理一个庞大的固定收益市场。　　美国财政部长贝森特的投资导师杜肯家族办公室负责人斯坦利·德鲁肯米勒警告称，如果没有财政纪律，美国财政部压低美债收益率的努力不仅会伤害市场，也会损害美国财政部的公信力。　　他在《华尔街日报》专栏中写道：“如果30年期美债必须以5.5%的收益率成交，那不是危机，而是一张账单。真正能持久压低长期收益率的唯一办法，是解决初级赤字。”　　BCA首席策略师瑞安·斯威夫特在客户报告中表示：“如果美国政府真的想压低债券收益率，美联储必须参与其中。除非美联储动用资产负债表，否则美国政府压低债券收益率的任何努力都将失败。事实上，如果投资者开始察觉政府在急于求成，这些努力甚至可能适得其反。

五 | ”　　不过，斯威夫特认为，美联储主席凯文·沃什可能不愿介入。

六 | 沃什在其短暂执掌美联储期间，一直强调应让市场发挥价格发现功能。太平洋投资管理公司公共政策主管坎特里尔提醒投资者，即便技术手段能短期压低收益率，但美国巨额预算赤字这一根本矛盾并未消失。　　在40万亿美元债务红线的背景下，支撑国债融资的供应压力依然巨大。根据摩根大通截至8月24日的客户调查，市场头寸正呈现出两极分化的态势：中性头寸降至54%，为今年5月以来最低。　　这意味着，在“贝森特期权”的影响下，原本观望的资金正被迫入场，在政策干预与宏观压力之间寻找新的平衡点。责任编辑：李铁民。

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