Sou Hu Cai Jing·2026-01-21 13:27Group 1 - The proportion of gold in global reserve assets is continuously rising, with central banks showing no signs of slowing down their gold purchases. Morgan Stanley indicates that gold's share in central bank assets has increased from approximately 14% to 25%-28%, and this upward trend shows no signs of abating. Risk premiums and hedging behaviors will continue to exert pressure on the US dollar while supporting gold demand. Additionally, policy factors driving "de-dollarization" are currently in a "neutral to slightly accelerating" state, and the evolution of these policies in the short term will determine the extent of the de-dollarization trend [1] Group 2 - China Mobile has launched insurance products through its subsidiary, signaling a rapid expansion of telecom operators into the financial sector. The products, "Mobile Health Insurance" and "Mobile Home Insurance," are currently being trialed in select regions like Shandong and can be purchased at offline service centers. This move highlights the telecom operator's strategy to leverage its extensive offline channel network and customer resources to penetrate the financial insurance services market [2] Group 3 - The Ministry of Housing and Urban-Rural Development in China is advancing a new model for real estate development, emphasizing the implementation of a current housing sales system. This approach aims to ensure that buyers receive what they see, fundamentally mitigating delivery risks. The ministry will continue to support reasonable financing needs of real estate companies and maintain the rights of homebuyers through regulated pre-sale fund supervision [3] Group 4 - The upcoming Spring Festival travel period is expected to witness unprecedented levels of cross-regional personnel movement, with both railway and civil aviation passenger volumes projected to reach historical highs. The emphasis will be on self-driving travel, prompting local authorities to enhance road management and service guarantees. This indicates a peak demand period for industries related to energy supply, road services, and vehicle maintenance [4]