特朗普还没启程访华,中方突然公布黄金库存,美国霸权地位已不保
Sou Hu Cai Jing·2025-12-09 23:29

Group 1 - China's official gold reserves reached a new high of 74.12 million ounces (2305 tons) as of December 7, 2025, indicating a strategic shift in asset allocation away from U.S. Treasury bonds [1] - In September, China reduced its holdings of U.S. Treasury bonds by $500 million, while the UK significantly cut its holdings by $39.3 billion, reflecting a broader trend among central banks to diversify away from the dollar [1][3] - The reliance on the dollar for oil, treasury bonds, and gold is diminishing, with an increasing number of oil transactions being settled in local currencies, leading to a rise in gold's popularity among central banks and the public [3] Group 2 - The U.S. is attempting to reduce its global military commitments and shift responsibilities to allies, particularly in the East, which may indicate a strategic retreat from its role as a global police force [5][6] - Trump's approach to international relations includes a focus on "shared governance," which aims to transfer responsibilities to China, reflecting a desire to offload international burdens [6][11] - The timing of China's gold reserve announcement, just before Trump's visit to China, suggests a calculated move to assert its position in negotiations and indicate a shift in power dynamics [10][11] Group 3 - The perception of the dollar's supremacy is changing, with even close allies adjusting their strategies, indicating a potential weakening of the existing financial system [13] - China's accumulation of gold is a strategic move to ensure financial security and bargaining power, rather than a display of wealth, as the instability of the U.S. situation increases gold's value [13] - The announcement of gold reserves serves as a signal in the broader geopolitical chess game, affecting currency exchange rates, inflation, and investment trends, which may not be immediately apparent to the general public [13]