超越欧元！黄金成为全球第二大储备资产

Group 1 - The European Central Bank (ECB) report indicates that gold has surpassed the euro to become the world's second-largest reserve asset, highlighting a trend of diversification in central bank assets [1][2] - As of the end of 2024, gold is projected to account for 20% of global official reserves, compared to the euro's 16%, driven by central bank purchases and record gold prices [2] - In 2024, central banks are expected to purchase over 1,000 tons of gold for the third consecutive year, with demand significantly influenced by geopolitical uncertainties and market volatility [2][3] Group 2 - The report reveals that approximately two-thirds of central banks invest in gold for asset diversification, while about 40% do so to hedge against geopolitical risks [3] - Countries affected by Western sanctions have seen a notable increase in gold's share of their official reserves, with these economies contributing to 50% of the largest annual growth in gold holdings since 1999 [3] - Several African nations are actively seeking to reduce reliance on the dollar by increasing gold purchases, with Tanzania investing $400 million in 6 tons of gold to stabilize its currency [3] Group 3 - The dollar's share of global foreign exchange reserves has declined by 2 percentage points in 2024, despite a slight increase in the euro's share, with the dollar now holding 46% of the market [4] - Over the past decade, the dollar's market share has decreased by 10 percentage points, indicating a sustained trend of de-dollarization [4] Group 4 - The ECB notes that since April, there are signs that euro assets may benefit from the declining confidence in the dollar, as U.S. Treasury yields rise while the dollar depreciates against the euro [9] - The instability of U.S. economic policy has led to accelerated sales of dollar assets, providing an opportunity for the euro, contingent on further integration steps within the Eurozone [9]