Group 1 - The founder of Bridgewater Associates, Ray Dalio, indicates a persistent trend of de-dollarization globally, particularly among central banks [1] - Dalio highlights that the rise in gold prices by 67% is not merely a reflection of precious metal appreciation, but rather a significant increase in purchases by central banks and other investors aiming for currency diversification [1] - He emphasizes the lack of attention on the "capital war" and its impact on market operations, despite the focus on trade wars [1] Group 2 - Dalio comments on the potential consequences of military actions, suggesting they could lead to repercussions in the capital war [2] - The tension in transatlantic relations and threats from President Trump regarding Greenland have intensified discussions about reducing U.S. asset holdings, with Danish pension fund AkademikerPension planning to exit the U.S. Treasury market due to significant credit risks [2] - UBS CEO Sergio Ermotti warns that weaponizing U.S. government debt is a "dangerous gamble" [2]
达利欧：黄金暴涨不是巧合，全球央行正加速“去美元化”
智通财经网·2026-01-22 12:21