全球央行最新“购物车”曝光：黄金、欧元、人民币成新宠！

Group 1 - Central banks managing a total of $5 trillion in assets are increasingly considering shifting from the US dollar to gold, euros, and Chinese yuan due to geopolitical tensions and trade disruptions, with one-third planning to increase gold exposure in the next one to two years, the highest proportion in five years [1] - A record number of central banks are increasing their gold holdings, with a net 40% planning to do so over the next decade, indicating a strong long-term outlook for gold [1] - The US dollar has dropped to seventh place in popularity among currencies, with 70% of respondents indicating that the political environment in the US discourages investment in the dollar, more than double the proportion from a year ago [1] Group 2 - The euro and yuan are expected to be the biggest beneficiaries of the shift away from dollar assets, with a net 16% of central banks planning to increase euro holdings in the next 12 to 24 months, up from 7% a year ago [2] - Over the next decade, a net 30% of central banks anticipate increasing their yuan holdings, with its share in global reserves expected to double to 6% [2] - There is a growing optimism among reserve managers regarding the euro, with expectations that its share in global reserves could rise from approximately 20% to around 25% by the end of the decade [2][4] Group 3 - The average expectation for the US dollar's share in global foreign exchange reserves by 2035 is projected to be 52%, down from the current 58%, indicating a potential decline in its dominance [3] - Experts suggest that the euro's share in global reserves is likely to rise in the coming years, not due to improved European prospects, but because of a weakening dollar [4] - If the eurozone can enhance its bond reserves and integrate its capital markets, it may attract a higher share of reserves more quickly [4][5] Group 4 - The euro is viewed as the only significant alternative currency capable of making a substantial impact on reserve levels, with potential for its share to reach 25% within 2-3 years if certain issues are resolved [5] - The EU, as the largest trading bloc, is accelerating reforms to reduce dependence on the US, including increased defense spending and efforts to integrate capital markets [5] - There is a notable interest from public pension funds and sovereign wealth funds in Germany as an attractive developed market, reflecting a shift in investment focus [5]