全球央行加速增持黄金储备，95%的央行计划在未来12个月内继续增加黄金储备

Core Insights - Central banks globally are accelerating their gold reserves, with 95% planning to increase their holdings in the next 12 months [1] - The price of gold has reached a historic high of $3,699 per ounce, with a year-to-date increase of over 40% [1] - There is a significant shift in the global reserve system, with a notable decrease in reliance on dollar assets among central banks [1] Group 1 - The rise in gold prices is driven by geopolitical tensions, high inflation expectations, signals of interest rate cuts from the Federal Reserve, and a weakening dollar [1] - The euro to dollar exchange rate has risen to 1:1.187, nearing its highest level since September 2021 [1] - Nearly three-quarters of central banks expect to reduce their dollar asset allocation, indicating a structural change in reserve management [1] Group 2 - The current pace of gold purchases by central banks is the fastest in decades, reinforcing gold's status as a strategic reserve asset [1] - Analysts link the surge in gold buying to the need for hedging against geopolitical risks, increased volatility in dollar exchange rates, and the long-term value preservation characteristics of gold [1]