风口智库｜“大而美”法案送大礼？我国外储六连涨，黄金八连增！

Group 1 - The core viewpoint of the articles highlights the acceleration of de-dollarization trends and the increasing gold reserves by China's central bank amid concerns over the credibility of the US dollar [2][4][5] - As of June 2025, China's foreign exchange reserves reached $331.74 billion, marking a $3.22 billion increase from May, representing a 0.98% rise and the sixth consecutive month of growth [2][4] - The depreciation of the US dollar, which fell 2.5% to a three-year low of 96.9 in June, has led to a significant appreciation of non-US dollar assets within China's foreign reserves [4][5] Group 2 - China's central bank reported a gold reserve of 7.39 million ounces (approximately 2,298.55 tons) as of June, with an increase of 70,000 ounces (about 2.18 tons) from the previous month, marking the eighth consecutive month of gold accumulation [2][7] - The global financial landscape is shifting, with central banks worldwide increasingly viewing gold as a strategic asset to hedge against geopolitical risks, as indicated by a net purchase of 20 tons of gold by global central banks in May [8] - The proportion of gold in China's official international reserves stands at 7.0%, significantly below the global average of around 15%, suggesting a need for continued accumulation of gold reserves to optimize the reserve structure [8]